CEDAR RAPIDS, Iowa and
CLEVELAND, Feb. 6, 2019 /PRNewswire/ -- KeyBank (NYSE: KEY)
has taken its relationship with TaxAct to the next level, offering
its clients access to TaxAct's tax-filing software at no cost to
them.
The offer, which is available currently and until Oct. 15, 2019, means all KeyBank clients – no
matter the complexity of their tax situation - can file their
federal and state tax return online with TaxAct compliments of
KeyBank. But that's not where the savings opportunities end. This
year, TaxAct's complementary and personalized BluPrint financial
assessment, which turns insights from a tax return into actionable
recommendations to improve customers' financial situations, will
include opportunities from KeyBank.
All TaxAct and KeyBank customers can request to receive a
BluPrint report during the tax filing process. With significant
improvements from last year's version, the newly enhanced BluPrint
provides a much more engaging, content-rich and guided experience
to help customers capture value. This includes identifying
potential future savings opportunities for customers and providing
offers from KeyBank and other partners to reduce credit card debt,
increase retirement funds, and meet other personal finance
objectives. The TaxAct BluPrint report is planned to launch for
customers in February 2019.
"Our relationship with KeyBank stems from our shared mission to
provide both of our customers the necessary tools and resources to
improve their overall financial well-being," said Curtis Campbell, President of TaxAct.
"Through understanding our customers' tax situations, we can work
with KeyBank to offer our customers smart money solutions that help
them progress toward their larger financial goals."
Through the relationship, and with consent from its customer,
KeyBank receives select tax data from TaxAct to offer accurate and
relevant financial wellness recommendations in return for covering
the cost of the tax preparation and filing.
The KeyBank opportunities now available to eligible TaxAct
customers via BluPrint include:
- Recommendations for KeyBank savings accounts that are
the best fit for a customer's long-term savings goals
- Debt consolidation solutions from KeyBank with
personal loans or special credit card offers that can help
consumers pay down their debt
- Access to KeyBank's personal financial wellness tool,
which customers can use to better understand their finances, set
money goals, and track their progress toward reaching those
goals
"KeyBank takes a holistic view of our clients' financial
wellness. We offer services and solutions to help our clients to
improve their financial situation, such as making the most of
potential tax savings," said Patrick
Smith, EVP KeyBank Financial Wellness.
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.
TaxAct also offers a suite of TaxAct Professional enterprise
solutions to help independent tax professionals maximize revenue
and optimize client service. TaxAct Professionals can efficiently
manage and grow practices of any size using scalable software and
e-filing options which are customized for their businesses. To
learn more about TaxAct, a business of Blucora, Inc. (NASDAQ:
BCOR), visit www.taxact.com and www.taxact.com/professional, or
connect with us on Facebook, LinkedIn, and Twitter.
About Blucora®
Blucora, Inc. (NASDAQ:
BCOR) is on the forefront of financial technology, pioneering
tax-smart financial solutions that empower people's
goals. Blucora operates through two primary businesses,
HD Vest, the No.1 tax-focused broker-dealer with $46
billion in total client assets as of September 30, 2018,
and TaxAct, the No. 3 tax preparation software by market share with
approximately 4 million consumer and professional users. With
integrated tax and wealth management, Blucora is uniquely
positioned to provide better long-term outcomes for customers with
holistic, tax-advantaged solutions. For more information
on Blucora or its businesses, please
visit www.blucora.com.
About KeyCorp
KeyCorp's roots trace back 190 years to
Albany, New York. Headquartered in
Cleveland, Ohio, Key is one of the
nation's largest bank-based financial services companies, with
assets of approximately $139.6 at
Dec. 31, 2018. Key provides
deposit, lending, cash management, insurance, and investment
services to individuals and businesses in 15 states under the name
KeyBank National Association through a network of over 1,100
branches and more than 1,500 ATMs. Key also provides a broad range
of sophisticated corporate and investment banking products, such as
merger and acquisition advice, public and private debt and equity,
syndications, and derivatives to middle market companies in
selected industries throughout the United
States under the KeyBanc Capital Markets trade name. For
more information, visit https://www.key.com. KeyBank is Member
FDIC.
Media Contacts
Dana
Taormina
JConnelly for TaxAct
(973) 850-7305
taxact@jconnelly.com
Drez Jennings
KeyBank
(216) 471-2885
drez_i_jennings@keybank.com
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SOURCE TaxAct