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TaxAct

TaxAct

SoftwareWikipedia

Search complete. 7 mentions across 3 episodes found for "TaxAct".

Sep 18, 2026

David LearyHOST
30:26
Good
Blake OliverHOST
30:26
... like in the last episode With, uh, Claude Cowork working in TaxAct, and I had it, like, in the browser, clicking around, filling it out for me, doing it, and it was, it was really...
Blake OliverHOST
30:37
It was not the fastest.
Blake OliverHOST
30:39
It takes a while.

5 MINS LATER

David LearyHOST
35:55
[chuckles] This morning
Blake OliverHOST
35:56
... on the, on the deadline.
Blake OliverHOST
35:57
Got the K-1s out, and you know, it found, again, errors in how TaxAct calculates the, the Schedule M and L.
Blake OliverHOST
36:07
Like, it, it doesn't inc- it doesn't adjust for the non-deductible expenses.
Rashia WilsonGUEST
28:16
We know about the TurboTax debit cards because they're coming straight off the site.
Rashia WilsonGUEST
28:21
But now as the fraud progress, they advertise in H&R Block cards, Green Dot cards, Tax Act cards, like all of these different sites are coming with cards.
Rashia WilsonGUEST
28:33
But with those cards, it's coming with a routing number and an account number.
Matthew CoxHOST
28:37
And at this time, the IRS isn't putting two and two together, right? Because I know now, like if you try and give them a green dot card or something, they're like, no, we have to have like a national bank or we have to have certain banks and there are certain cards they won't deposit it on.
Raj DoshiGUEST
1:55
joined a growth stage company called Updata for several years.
Raj DoshiGUEST
1:58
And then most recently before joining April was at a company called Blue Cora that owned both TaxAct and Avantax.
Raj DoshiGUEST
2:05
TaxAct was the third largest DIY tax provider and Avantax tax-focused wealth management platform that allowed tax professionals to convert into financial advisors, but also partnered with a lot of tax professionals to offer wealth management through our independent RIA referral channel.
Raj DoshiGUEST
2:22
So that was a lot of fun after we sold each of those businesses.
Raj DoshiGUEST
2:27
I actually joined April originally as an advisor and then came on board full time a little over two years ago.

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