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Column Tax

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Column Tax's own site

What Column Tax is

Column Tax is a paid white-label tax filing service for financial apps and websites. Its APIs handle end-to-end federal and state filing for individual taxpayers. The tax engine calculates income taxes using income, credits, deductions, and adjustments, connecting with the IRS and state filing agencies. Partners can import customer data to prefill filing details, then embed the experience through APIs or a custom SDK without requiring another app download. Column Tax supplies a mobile- and desktop-optimized interface, with access through web, Android, iOS, and API. Expert Review lets tax experts examine returns and provide notes and suggestions. The platform advertises maximum refund and accuracy guarantees and audit assistance for taxpayers using a Column product. Column Tax states that it is SOC 2 certified, uses bank-grade encryption, and follows IRS requirements. Filing and taxpayer support are available only through accounts with partner organizations. Pricing is available on request.

Who it suits

Column Tax suits banks, brokerages, independent-worker platforms, and budgeting tools that want embedded individual tax filing. It is also relevant to partners needing imported data, expert review, and federal and state filing coverage.

What it does well

  • End-to-end federal and state filing APIs
  • Custom SDK avoids another app download
  • Automatic data import can prefill returns
  • Expert Review offers tax-expert notes
  • Mobile and desktop white-label interface

What to know first

  • Pricing is available only on request
  • Filing requires an account with a partner
  • Taxpayer support is partner-account dependent

Plans

PlanBilled and limitsPrice
Custom partner pricingPricing not stated publicly; book a demoOn request

As columntax.com lists them, read 12 Oct 2026. The maker's own page has the final word.

Verdict

Column Tax focuses on embedding complete individual tax filing inside another financial product. Its integrations, expert review, and stated guarantees are aimed at organizations building a branded filing experience rather than selling a standalone app.

Facts from Column Tax's own pages

Audit support
Yes · columntax.com, 22 Sept 2026
Availability limit
Tax filing and taxpayer support are available only through an account with one of Column Tax’s partner organizations. · columntax.com, 12 Oct 2026
Company update
Column Tax announced that it had been acquired and was joining Aiwyn. · columntax.com, 12 Oct 2026
Data import
Partners can automatically import user data from their product to prefill tax filing information. · columntax.com, 12 Oct 2026
Data protection details
Its API documentation says data is encrypted in transit using HTTPS and SSL/TLS and at rest using AES-256, block-level encryption, and additional per-column encryption for sensitive fields. · docs.columntax.com, 12 Oct 2026
Expert Review
Expert Review gives customers access to tax experts who review returns and provide notes and suggestions. · columntax.com, 12 Oct 2026
Filing coverage
Its APIs support end-to-end federal and state tax filing for individuals. · columntax.com, 12 Oct 2026
Guarantees
The platform advertises maximum refund and accuracy guarantees, plus audit assistance for taxpayers using a Column product. · columntax.com, 12 Oct 2026
Integration
Column Tax offers APIs and a custom SDK to embed filing in a partner’s product without requiring users to download another app. · columntax.com, 12 Oct 2026
Investment income
Yes · columntax.com, 22 Sept 2026
Mobile access
web_and_mobile · columntax.com, 22 Sept 2026
Product
Column Tax provides white-label tax filing embedded in financial apps and websites. · columntax.com, 12 Oct 2026
Security
Column Tax states that it is SOC 2 certified, uses bank-grade encryption, and complies with IRS requirements. · columntax.com, 12 Oct 2026
Self-employment support
Yes · columntax.com, 22 Sept 2026
State filing
included · columntax.com, 22 Sept 2026
Support
Column Tax’s tax support specialists can handle tax-related inquiries and integrate with a partner’s brand, support processes, or existing support platform. · columntax.com, 12 Oct 2026
Target customers
The company describes its product as suited to banks, brokerages, independent-worker platforms, and budgeting tools. · columntax.com, 12 Oct 2026
Tax engine
Its tax engine calculates federal and state income taxes across income, credits, deductions, and adjustments, and connects directly with the IRS and state filing agencies. · columntax.com, 12 Oct 2026
User interface
Column Tax supplies a white-label user interface optimized for mobile and desktop. · columntax.com, 12 Oct 2026

Where Column Tax stands on Freedom251

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