NEW — FINANCIAL HUB BETA

Stay organized all year.
Do less at tax time.

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

Financial Hub is currently in beta and may contain errors or experience service interruptions or changes. You are responsible for reviewing information for accuracy. TaxAct may discontinue Financial Hub or require payment for continued use.

animation of Financail Hub
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.

purple folder bold icon 24px

Coming soon: Tax-ready tools

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

purple small file icon 24px

Keep supporting records close

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

purple small graph icon 24px

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.

step 1 icon small

Connect an account.

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

animation connect to finacial hub window
step 2 icon small

Review and categorize

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

animation review Transaction
step 3 icon small

Add receipts and documents

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

animation add receipts and documents

Security is a top priority.

Your information matters. The safeguards that protect your TaxAct account extend to your Financial Hub data.

icon of a fingerprint in purple

Identity authentication

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

Manage security settings

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

Choose what you connect

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

Learn how we protect your information

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

Lady on a laptop - Single fullwidth image


Frequently Asked Questions

Financial Hub is a year-round financial workspace that helps you review and categorize transactions and keep receipts and financial documents together as you prepare 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.