Company profile: TaxAct
1.1 - Company Overview
Company description
- Provider of tax preparation software and services for individuals and businesses, including online products tailored to financial situations, Xpert Assist for unlimited access to tax experts, Deduction Maximizer, an All-Inclusive Bundle, Refund Transfer to deduct fees from refunds, Audit Defense offering representation in the event of an audit, and consulting services and insight to support tax filing and financial decisions.
Products and services
- Deduction Maximizer: Embedded feature within TaxAct’s software that guides users through maximizing deductions to pursue a maximum tax refund
- TaxAct Online Products: Consumer-grade tax preparation software for consumers, with various editions tailored to specific financial situations, delivering guided preparation and filing to help ensure a maximum tax refund
- TaxAct Xpert Assist: Expert-assisted added service granting unlimited access to tax experts for guidance and questions, architected to complement customers’ tax preparation and filing
Key contacts
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Financial details
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1.2 - Competitors and similar companies to TaxAct
Equatex
HQ: Switzerland
Website
- Description: Provider of international employee and executive compensation plan services, supporting the entire value chain of plan administration from implementation through to distribution and expiry. Offers global employee share plan management with compliance, tax and reporting; the EquatePlus platform and EquateMobile app; EquatePyramid for IFRS/US GAAP reporting; TaxConnect for real-time tax estimates; and fund incentive plan management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Publiq Software
HQ: United States
Website
- Description: Provider of property tax management, utility billing, and integrated accounting software for local governments. Solutions support tax billing, collections, assessments, and appraisals; water, gas, and electric billing; budgets, general ledger, purchasing, and bank reconciliation; accounts receivable billing and payments; business license management; and cash management with PCI compliance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Paystand
HQ: United States
Website
- Description: Provider of a cloud-based billing and payment platform for B2B companies, leveraging blockchain and cloud technology to deliver Payments-as-a-Service that digitizes receivables, automates processing, and streamlines the entire cash lifecycle to reduce time-to-cash and eliminate transaction fees.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Bill & Pay
HQ: United States
Website
- Description: Provider of comprehensive invoicing and payment software for businesses, working with any merchant account to accept checking, credit card, and PayPal payments online. Helps customers get paid faster, improves cash flow, automates collections, and reduces time and cost. Features auto payments, email reminders and statements, syncing with accounting systems, and an API for custom integrations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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CFM
HQ: United States
Website
- Description: Provider of middleware software that integrates branch technology with core banking systems to deliver retail banking experiences, including solutions for direct cash-handling hardware integration with cores (S4+NORM), secure remote transaction processing (RTA), mobile transaction interfaces (NOMADIX), real-time device analytics (IQ), and kiosk-core integration for teller transactions (GENIX).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CFM company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for TaxAct
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to TaxAct
2.2 - Growth funds investing in similar companies to TaxAct
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4 - Top valuation comps for TaxAct
4.2 - Public trading comparable groups for TaxAct
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