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-stopshop for a client ’ s financial spending , managing and investing needs , adding taxes was a logical next step .

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 . �

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 ,

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