The Marygold & Co. subsidiary of global holding firm The Marygold Companies, has partnered with AI-driven tax company april, to offer their clients free tax filing. april offers a maximum refund guarantee, which helps ensure that clients receive the largest tax return possible, another great feature for those who choose to file within the app.
Marygold & Co.’s commitment to innovation for their clients was the driver behind the decision to incorporate tax filing into the Marygold & Co app. As the company’s app moves closer to becoming a one-stop-shop for a client’s financial spending, managing and investing needs, adding taxes was a logical next step.
april’s powerful AI-driven filing option was a perfect fit for Marygold & Co., who already utilises AI to support the app. The partnership will allow users to do their taxes directly in their financial management app and have it deposited into that same app. This provides clients with one place where they can manage their spending, investments and tax documents. Marygold & Co. hopes that by adding a tax filing feature, clients will feel like they have a clear and easy-to-access view of their finances.
“It’s a very bold move, and we want to be bold. No one else in the tax industry is doing this right now,” said CEO of Marygold & Co, Nicholas Gerber. This follows a series of other changes the app has made recently, including the implementation of budgeting features and investment tools.
The fully integrated solution will allow clients to upload tax files, and based on these uploads, it will intelligently skip questions to avoid wasted time answering questions which are answered on uploaded forms. The filing product covers a variety of common tax solutions and that on average, users only spent 40 minutes filing their taxes in 2023 using their service.
“We want people to feel comfortable with their finances; adding tax preparation and filing will help us achieve that goal.” added President of Marygold & Co, Timothy Rooney.
