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TaxAct Teams with to Deliver Actionable Student & Personal Loan Savings Opportunities

TaxAct Continues to Forge Integrations with Non-Tax Partners to Help Customers Make Informed Decisions that Improve their Financial Future

Cedar Rapids, IA – February 13, 2018 – TaxAct has forged a strategic partnership with, a consumer finance marketplace that helps millennials explore their options for refinancing student loans and other debt at lower interest rates, and make smarter decisions about borrowing.

As part of the integration, TaxAct customers who elect to create BluPrint™ financial health assessments can use the marketplace to find more information about opportunities to potentially benefit from refinancing student loans at lower interest rates. TaxAct customers who are informed in their BluPrint reports that they can refinance at lower rates, or qualify for personal loans, may now access the marketplace to view actual rates from multiple lenders for which they are pre-qualified.

"A customer's tax return isn't just a tax document. It reveals many clues about the customer's complete financial health and wellness, which we can help them evaluate in order to identify opportunities and vulnerabilities—and how to properly address them," said Sanjay Baskaran, President of TaxAct. "As an objective third party that brings lenders and borrowers together, can play a valuable role in educating TaxAct's customers about student loan repayment and personal loan opportunities that offer the best terms for improving their individual financial situations."

San Francisco-based Credible ( serves as a transparent online marketplace where borrowers can receive competitive and personalized rates from multiple lenders in real time. More than 650,000 consumers have used the marketplace to securely obtain and compare rate information for private student loans, student loan refinancing, and personal loans that are often used to consolidate credit card debt at lower interest rates.

" has helped save borrowers more than $165 million in interest to date," said Stephen Dash, founder and CEO of "We are pleased to be able to help TaxAct customers evaluate options without impacting their credit and then help them close their loan once they choose a lender."

TaxAct's BluPrint report can also identify financial health opportunities for customers in areas such as retirement savings, life insurance, and high-yield checking. Learn more about the partnership between Credible and TaxAct at and

About TaxAct

TaxAct is the savvy tax-filing partner, providing hardworking Americans with affordable digital and downloadable tax management software to successfully navigate the U.S. Tax Code and improve their overall financial well-being. TaxAct's products enable all users, regardless of profession or tax bracket, to quickly, accurately, and cost-effectively file their taxes—and find ways to save money in all areas of their financial lives. To learn more about TaxAct, a business of Blucora, Inc. (NASDAQ: BCOR), visit, or connect with us on FacebookLinkedIn, and  Twitter.


As a marketplace that empowers consumers to discover financial products and services that are the best fit for their own, unique circumstance, is fiercely independent and committed to delivering fair and unbiased solutions for millennials.'s integrations with lenders and credit bureaus allow consumers to access actual rates through a neutral platform, without sharing their information until they're ready to proceed with an offer. The platform provides an unrivaled customer experience, as reflected by hundreds of positive Trustpilot reviews and a TrustScore of 9.5/10. For more information, news media may email