NEW — FINANCIAL HUB BETA

Stay organized year-round. Do less at tax time

Organize transactions, separate personal and business activity, and keep receipts and tax documents together year-round.

Get Started See How It Works

No charge during beta, but continued access may require payment. May contain errors, change, or be interrupted or discontinued. You are responsible for reviewing information for accuracy.

BRING IT TOGETHER

One place for the financial details that matter at tax time.

Stop hunting through spreadsheets, receipts, and paper statements when tax time arrives.

From organized to ready to file

Get a personalized checklist, auto-categorize transactions, and sync with your TaxAct return.

Keep supporting records close

Attach receipts and upload financial or tax documents so they're easy to find later.

See all your financial activity

See transactions marked as personal or business, income or expenses.

HOW IT WORKS

Get started in three steps.

Connect accounts, track activity, and keep records ready for tax time.

Connect an account.

Choose a participating financial institution and connect an account to view available transactions in Financial Hub.

Account and transaction availability vary by financial institution and account type.

animation connect to finacial hub window

Review and categorize

Review your transactions, choose categories, and mark financial activity as personal or business.

Add receipts and documents

Attach receipts to relevant transactions and upload records you may want to reference at tax time.

Security is a top priority.

Your information matters. We use safeguards designed to protect the information you add to Financial Hub.

Identity authentication

Multi-factor authentication helps verify that it's you when you sign in.

Manage security settings

Review the sign-in and account-security options available through your TaxAct account.

Choose what you connect

You decide which available financial accounts to connect and which receipts and documents to add.

Learn how we protect your information

Read more about the privacy and security measures that apply to Financial Hub. Learn More

Frequently Asked Questions

Financial Hub is a year-round workspace from TaxAct that helps you track income and expenses, review transactions, and keep receipts and financial documents organized for tax time.

GET STARTED TODAY

Your finances are already talking.

Start listening.

Categorize transactions and keep receipts and financial documents together.

Try Financial Hub Beta

Financial Hub is currently in beta testing, meaning that the product may contain defects and you are responsible for ensuring the accuracy of information in Financial Hub. You may experience interruptions or changes to the service. TaxAct may discontinue or require payment for continued access to Financial Hub at any time.

TaxAct costs less: “File for less” and percentage savings claims based on comparison with TurboTax federal pricing for paid consumer online 1040 filing products on 04/01/2026.

Maximum Refund Guarantee: We guarantee you’ll receive your maximum refund when you use TaxAct’s individual 1040 products (the “Service”). If, using the same information, a registered user of the Service receives a larger refund or owes a smaller tax due amount using another online tax preparation product, we will refund the applicable federal and/or state software purchase price paid. All other fees are excluded. Subject to additional terms, conditions, and eligibility requirements. Find out more about our Maximum Refund Guarantee.

$100k Accuracy Guarantee: We guarantee our software is 100% accurate and will calculate your maximum refund under applicable law. If a software error results in a smaller refund or higher tax liability than using the same data with another tax preparation product, we will refund the software fees you paid; pay the difference as determined by the IRS or applicable state taxing authority; and cover any resulting penalties, interest, and reasonably documented legal and audit costs, up to $100,000 per customer. Applies only to individual, self-prepared 1040 products and is subject to additional terms, conditions, and eligibility requirements. Find out more about our $100k Accuracy Guarantee.

100% Satisfaction Guarantee: Applies to TaxAct online products only. If you are a registered user using the Services online and are dissatisfied with the Services prior to completing the billing steps within the program, your exclusive remedy is to immediately discontinue using the Services. If you are a registered user who completed the billing steps and have not printed or e-filed or your e-file was rejected by the IRS or State and you cannot re-file, it is your responsibility to contact us within the calendar year of the purchase to request a refund of fee(s) paid. Find out more about our 100% Satisfaction Guarantee.

TaxAct Xpert Assist: TaxAct® Xpert Assist® is available as an added service to users of TaxAct’s online consumer and SMB 1120-S and 1065 products. This service is available at an additional cost and is subject to limitations and restrictions. Some tax topics or situations may not be included as part of this service. Review of customer return if requested is broad and does not include source documents. View full TaxAct Xpert Assist Terms.

TaxAct Xpert Full Service: TaxAct® Xpert Full Service™ is offered subject to availability at TaxAct’s sole discretion. The service is complete upon the filing of prepared federal 1040 or 1120‑S/1065 business tax return and applicable state tax return(s). Service does not include access to TaxAct’s other software products, DIY features, municipal/local tax filings, foreign filings, prior‑year returns, or certain complex tax situations. The service is provided on a per‑return basis and may be cancelled at any time by TaxAct. Restrictions apply. See Xpert Full Service Terms for further details.

Start free, file free: The TaxAct Online Free Edition makes free federal filing available for those who qualify based on income and deductions. See if you qualify for free federal filing and what is included in this year’s Free Edition. For all other online products, you can start free and pay when you file. This means you will not be charged if you decide to stop using any product prior to printing or e-filing your return.

Edition pricing: Actual prices are determined at the time of payment, print, or e-file and are subject to change without notice. Add sales tax for applicable orders. Offers may end at any time and promotional offers may not be combined.

Exceptional customer care: Customer care does not include tax advice.

Deduction Maximizer: TaxAct's Deduction Maximizer guides you step by step through the process of completing your return in a way that helps you uncover additional tax advantages and helps you maximize your deductions by checking dozens of additional deductions we know from experience folks don't think to look for. Each deduction you claim may reduce the amount of tax you owe, resulting in a lower IRS bill overall.

Audit Defense: See Audit Defense provided by Tax Protection Plus (PDF) for further details of services and requirements. May not apply to certain forms and credits. Certain customers may not qualify for services based on past tax audit history, residency, or other factors. Audit Defense is not insurance. Audit Defense is subject to terms and conditions (PDF) located on Tax Protection Plus' website.

Partners: TaxAct gets fees from some third parties that provide offers to its customers. This compensation may affect what and how we communicate their services to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties.

Real people. Real reviews: All reviews are from verified TaxAct customers. Reviews are managed by Bazaarvoice and comply with the Bazaarvoice Authenticity Policy. Cumulative star rating is for all TaxAct products.

Refund Transfer: Refund Transfers are fee-based products offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund. In order to use Refund Transfer, you must first qualify and choose to pay for your service using Refund Transfer.

Refer a Friend: Offer valid through October 31, 2026. For each friend you refer to TaxAct who did not prepare and file using us last year, you get a $20 Amazon Gift Card after they file their taxes using TaxAct’s 2025 Deluxe, Premier or Self-Employed product. Even better, they get 20% off our federal tax filing products by using the share link you receive from us. The total maximum reward payout per calendar year you may receive is $599.

Amazon is not a sponsor of this promotion. Except as required by law, Amazon Gift Cards ("GCs") cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. For complete terms and conditions, see Amazon.com Gift Card Terms and Conditions. GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon ®, TM, and © are IP of Amazon.com, Inc. or its affiliates. No expiration date or service fees.

This offer is for TaxAct’s consumer federal, online 1040 returns and is subject to specific terms and conditions. See terms and conditions for more information. Offer is subject to change.

E-File Concierge: E-File Concierge™ service provides phone calls and related support regarding federal e-file status changes using the phone number provided in My Account. Service is subject to availability and limited to federal e-filed tax returns.

Most popular: TaxAct Deluxe is our most popular product among our online customers with more complex tax situations.

Over 113 million returns filed: Based on e-filed federal returns through TaxAct Consumer and TaxAct Professional software since 2000.

Refund amounts shown: Actual refund amounts vary based on your tax situation. Number shown in illustrations are based on IRS published data stating the average refund was $3,804 as of February 20, 2026.

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