H&R Block’s New Direct Import Feature Makes Switching from TurboTax to H&R Block DIY Online Fast and Easy
29 Gennaio 2024 - 2:00PM
H&R Block (NYSE: HRB) today introduced Direct Import, a fast,
secure, and convenient way to simplify tax preparation for people
who want to switch from TurboTax to H&R Block DIY. Today,
nearly 65 million people choose to file their own taxes. This
innovative integration accelerates the tax preparation process and
minimizes the time spent searching for and manually inputting the
information from last year needed to file their taxes.
Direct Import pulls in an individual’s prior year tax return
data from TurboTax directly into H&R Block DIY online products.
A tax filer simply inputs the phone number associated with their
TurboTax account to make the switch. H&R Block’s innovative
integration then leverages authenticated data retrieval to import
up to 150 data fields, saving tax filers significant time and
effort.
“We hear from consumers that switching is daunting because it is
too difficult to move their data. The perception is that switching
is too hard even when they know there are better options,” said
Heather Watts, SVP of Consumer Tax Products, H&R Block. “Direct
Import is designed to remove the barrier to switching and give
consumers complete control to choose Block for their taxes and the
ease to bring their data with them.”
Direct Import offers a secure and convenient way to transfer
personal tax information. Direct Import is available today. It is
offered across all of H&R Block’s DIY online tax filing options
at no extra cost when people prepare their taxes with H&R Block
Free, Deluxe, Premium, or Self-Employed Online Editions.
More than five million people switched to H&R Block in 2023
for its reliable tax filing products and services, all backed by
the company's 100% accuracy, maximum refund guarantees, and
upfront, transparent pricing.1 With the recent launch of AI Tax
Assist, H&R Block is delivering DIY tax filers, in paid
options, instant, unlimited AI tax help this season with the latest
technology from Microsoft Azure OpenAI to further streamline and
simplify the tax preparation process. Individuals in paid options
also have access to live expert help at no additional charge.
For more information, visit HRBlock.com.
1. Total number of new customers using assisted or DIY tax
solutions regardless of other prior tax preparer or method. See
hrblock.com/guarantees for complete details.
About H&R Block
H&R Block, Inc. (NYSE: HRB) provides help and inspires
confidence in its clients and communities everywhere through global
tax preparation services, financial
products, and small-business solutions.
The company blends digital innovation with human expertise and care
as it helps people get the best outcome at tax time and also be
better with money using its mobile banking app,
Spruce. Through Block Advisors
and Wave, the company helps small-business owners
thrive with year-round bookkeeping, payroll, advisory, and payment
processing solutions. For more information, visit H&R
Block News or follow @HRBlockNews on
X.
Media Contacts:
Media
Relations: |
Shayla
Wilkinson, (816) 718-1448, shayla.wilkinson@hrblock.com |
|
H&R Block Media Desk: Mediadesk@hrblock.com |
|
|
Investor Relations: |
Michaella Gallina, (816) 854-3022,
michaella.gallina@hrblock.com |
|
Jordyn Eskijian, (816) 854-5674,
jordyn.eskijian@hrblock.com |
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