Search Results for: tax app,

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Earnin Appoints Erbil Karaman as Head of Product
Banking Fintech News

Earnin Appoints Erbil Karaman as Head of Product

Fintech News Desk
by Fintech News Desk0
Earnin, the leader in innovative solutions to the world’s toughest financial problems, announced the appointment of Erbil Karaman as Head of Product. Karaman, a veteran of Facebook and Lyft, will lead the future development of the company’s product roadmap, reporting to Earnin Founder and CEO Ram Palaniappan and working alongside recently......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
New Jackson Hewitt Tax Pro From Home Makes Tax Prep More Convenient
Banking News

New Jackson Hewitt Tax Pro From Home Makes Tax Prep More Convenient

Fintech News Desk
by Fintech News Desk0
Without Leaving Home, Clients Can Get Their Taxes Done by a Pro and Ready for Review in 24 Hours, Guaranteed(1) Jackson Hewitt Tax Service announced the launch of Jackson Hewitt Tax Pro From Home, the newest addition to the company’s services that cater to clients’ changing needs. Jackson Hewitt, the......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Banking Fintech Investment Services News

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Fintech News Desk
by Fintech News Desk0
Initial Market Testing Shows That the Latest Update Has Increased Lead-To-Application Conversions by More Than Double the Initial Benchmark Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature......
TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019
Business News

TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019

Fintech News Desk
by Fintech News Desk0
TaxJar, the leading sales tax software company for eCommerce businesses and developers, announces unprecedented customer, volume and partnership growth in 2019 driven by its mid-market product TaxJar Plus. During the Black Friday/Cyber Monday holiday weekend, TaxJar supported more than $2.3B in Gross Merchandise Volume (GMV) and facilitated sales tax collection and reporting......
Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor
Banking News

Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor

Fintech News Desk
by Fintech News Desk0
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, announced that Davinder Athwal, Chief Financial Officer, will be stepping down from his role at the company, effective January 31, 2020, and will then be available in an advisory capacity through 2020. “Since Davinder joined Blucora two......
CSI Appoints Brian K. Brown as Chief Financial Officer
Banking Mobile Banking

CSI Appoints Brian K. Brown as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Computer Services, Inc. announced that Brian K. Brown has been appointed the Company’s Chief Financial Officer, effective immediately. Mr. Brown previously served as interim CFO. “I am pleased to announce that Brian Brown has been named CSI’s new Chief Financial Officer,” stated Steven A. Powless, chairman and CEO of CSI.......
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