FinTech & Bank Solutions

Remove Tax Debt as a Barrier to Client Success
Tax debt is often discovered at the worst possible moment - during a loan underwriting review, refinance, or major financial decision. By providing a clear path to resolution, financial institutions can help customers overcome a critical obstacle while increasing revenue, improving customer outcomes, adn creating new growth opportunities.

1. Increase Funded Loan Rates by Expanding Borrower EligibilityResolve IRS-related barriers that prevent qualification, helping more applicants become eligible for loans, refinancing, and other financial products.
2.Create a New Revenue Stream 
Generate incremental revenue from existing customers while helping them resolve critical tax issues that impact financial outcomes.
3. Unlock Additional Refinance & Lending Opportunities
Re-engage previously declined borrowers and create new opportunities across lending products.
4. Boost In-App User Retention & EngagementProvide a path forward instead of a dead end—keeping customers engaged while they work toward financial readiness.
5. Deliver a More Complete Financial Solution
Extend beyond budgeting, credit, and lending by helping customers resolve IRS debt and achieve broader financial goals.

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CTAX is Ideal For:

  • Fintech Lending Plaforms
  • Banks & Credit Unions
  • Mortgage Lenders and Brokers
  • Financial Wellness Platforms
  • Credit-Building Platforms
  • Home Equity & Refinance Lenders
  • Lending Marketplaces
  • Neobanks & Digital Banks

Without a Partner Push

  • Qualified applicants are declined due to unresolved tax debt
  • Loans fall out during underwriting and closing
  • Customer acquisition costs due to lost applicants
  • Financial Wellness goals remain blocked
  • Conversion rates and platform engagement decline
  • Customers seek solutions from competitors
  • Missed lending, refinance, and cross-sell opportunities


Community Tax integrates as an embedded service, allowing you to guide users forward - rather than sending them elsewhere

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Let’s grow your business together

Ready to streamline your tax services? Connect with our team to discover tailored solutions for your business.

Explore a Partnership