Expanded Xpert Target tax filers and small businesses with TaxAct's expanded Xpert Assist options, highlighting increased flexibility and guidance across consumer and business filings to drive higher value conversions during peak tax season.

Texas Roadmap Leverage recent Texas product enhancements to pursue regional partnerships or co-marketing with Texas-based accounting firms and payroll providers, emphasizing streamlined filing experiences and upcharges for advanced support.

Tech-Driven Position TaxAct as a data-driven tax solution by showcasing its tech stack capabilities (BigQuery analytics, New Relic monitoring, AI assistants) to enterprise payroll, fintech, and MSPs seeking robust, scalable tax workflows and security compliance.

Security & Compliance Address buyer concerns around data privacy and security by aligning with TaxAct’s ongoing compliance efforts with IRS procedures, offering joint security audits or managed risk assessments to mid-market and enterprise prospects.

Brand Synergy Pursue partnerships with professional tax software ecosystems and service providers under Drake/TaxAct holdings to create integrated tax ecosystems, cross-sell services, and bundled solutions for filers and tax preparers.