Tax Preparation Software

One platform to collect W2s, 1099s, and other tax forms and schedules to streamline the tax preparation process

Collect the consumer tax preparation data you need in seconds, directly from consumers’ accounts.

Transform the consumer experience with a simple, streamlined UX for connecting for tax accounts

Leverage consumer-permissioned data to standardize tax preparation processes

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How consumers share their tax documents and data with MeasureOne

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1

Invite your users to share their tax data via MeasureOne (e.g. provide W2, 1099, or Schedule B)

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2

The consumer logs into their online payroll, brokerage, or other account via the MeasureOne platform to connect their data in seconds

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2a

MeasureOne provides direct links to each account for easy username and password recovery if needed

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2b

MeasureOne enables the user to upload their tax documents directly as a backup solution

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3

Success! The consented and verified tax data is instantly delivered back to the requesting party

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Let us show you the value of consumer-permissed data for your business

Instant Tax Preparation Data

Your one-stop-shop for tax prep data

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A powerful platform

Integrate once with MeasureOne's API and access any relevant tax documents that live in consumers’ online accounts

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Single, easy user experience

Access tax preparation data, documents, and information from your clients with one consistent UX

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Full Automation

Enhance the tax preparation experience with access to any consumer data that has associated credentials

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Consumer privacy guarantee

All data consumer approved

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Document Processing

Proprietary, automated, and deterministic document processing with 100% accuracy

Get Started with Tax Preparation Data

From small business to enterprise, integration solutions for everybody

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Customer Portal

MeasureOne provides hosted web experiences for tax preparers to access and share consumer-permissioned data

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3rd Party Platforms

MeasureOne integrates with third party platforms allowing for easier integration and deployment using your existing operational workflow

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API

Integrate the consumer experience natively into your application. Results will automatically populate your platform

Customers

Trusted by 90+ brands, MeasureOne is the leading consumer-permissioned data platform for tax preparation

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besmartee
turnKeyLender
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FirstAdvantage

“With industry-leading coverage and consumer privacy at the forefront of their values, MeasureOne is the perfect verification partner for us as we continue to pave the way for a better digital mortgage experience.”

Tim Nguyen Co-founder and CEO of BeSmartee.

Ready to get started?

Let us show you the value of consumer-permissioned data for your business

MeasureOne partners with MeridianLink to bring Consumer-Permissioned Data to the Credit Union market.

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