Cleo Financial Assistant Helping You Budget and Manage Money
- Cleo uses the power of AI to save more, control your finances, and stick it to the banks.
- Stay on top of your money with a custom budget that tracks your spending and gives you a clear path to any goal.
- Get roasted about your spending, money horoscopes, and more.
- Set aside savings automatically.
Charlie Assistant Your Very Own Money Prodigy
- Charlie Assistant is a free financial tracking app and your very own money-saving penguin friend.
- Chat with Charlie using Facebook Messenger or SMS.
- Get a message about your banking balances, transactions, and ways to save money.
- Review how you’re spending your money and stay on top of your budget.
- Simple, straight-to-the-point, friendly, and non-intrusive chats about your money.
Trim Financial Assistant to Save Money Easily
- Trim is a personal finance assistant that automates ways to save you money by analyzing accounts for recurring subscriptions, negotiate cable bills and finds better car insurance rates, and more.
- Free basic service offering: spending analysis, recommendation, and cancellations.
- Upgraded pay-per-service offering: financial coaching, cable bill, and credit card rate negotiations.
LifeLock Identity Theft Protection
- LifeLock Identity Theft Protection service includes credit monitoring and protection for your identity, devices, and online privacy.
- LifeLock offers $1,000,000 identity theft protection benefits for all tiers
- Monthly subscription service with multiple tiers.
myFICO 1 Bureau Monitoring / Get FICO Score
- myFICO 1-Bureau credit monitoring and FICO® Score alerts. Access the credit scores 90% of the top lenders use for mortgage, auto, and credit card lending.
- FICO® Scores and Experian credit report updates available monthly.
- 24×7 identity theft restoration and $1 million identity theft insurance.
- Monthly subscription service with multiple tiers available.
Credit Karma Tax Free Online Preparation / $0 State and $0 Federal
- Credit Karma Tax online preparation is 100% free service to file both state and federal tax returns, offered by the makers of the free credit score app.
- $0 cost for everyone, from start to finish, and includes filers who take deductions and credits.
- Filings are checked for accuracy but all filers receive Free Audit Defense.
- 24/7 live chat to help you with your filing questions.
FamZoo Prepaid Debit Card For Kids and Teens
- FamZoo is a prepaid debit card for the entire family giving parents control and financial education tool.
- Parent access dashboard and funds the accounts with allowances or gift money.
- Children use a prepaid debit card to spend and sign in separately to monitor spending.
- The benefit of sharing funds between family members and develop financial responsibility.
- Monthly fee applies as low as $0.63 for a family of 4.
Liberty Tax Online Preparation / File Taxes with In-branch Support
- Liberty Tax Online Preparation offers in-branch tax preparation and filing services with an online filing option for DIY taxpayers.
- Choose from 4 options: simple, basic, deluxe, premium
- Start your tax preparation online and complete the filing with in-person office support, if necessary.
TaxSlayer Online Tax Preparation / Free Filing and E-file
- TaxSlayer Simply to prepare and file your taxes online.
- 100% free for simple tax situations with maximum refund guaranteed.
- Easy navigation and simple interface with 100% accuracy guarantee.
- Access to tech assistance through email and phone support.
- No upfront fees and choose to pay for upgraded options using federal tax refund.
TaxAct Online Tax Preparation / Free Filing Made Easy
- TaxAct online tax preparation offers fast, free filing for simple returns of your state and federal taxes with step-by-step guides and free unlimited email and phone support.
- Get your maximum refund. If TaxAct made a mistake, you’re covered with the $100k Accuracy Guarantee.
- Available upgrade during the process if you have a more complex return without restarting.
- Request refunds through direct deposit, mailed check, or get a gift card.
FreeTaxUSA Online Tax Preparation / Free Filing
- FreeTaxUSA online tax preparation is a low-priced tax software owned by TaxHawk to help you prepare, print and e-file your taxes.
- Federal returns are free for everyone–self-employed, investors, rental property owners. State tax returns are extra.
- With the Free version of FreeTaxUSA, you have access to support topics and email customer support.
- Get started with the Free version and upgrade if you need additional support for more complex returns.
H&R Block Online Tax Preparation / Free and Upgradeable
- H&R Block online tax preparation with electronic filing offers access to 24/7 chat support and over 12,000 brick-and-mortar locations.
- Start with free basic filing and upgrade for more complicated tax situations.
- Choose to receive your refund via direct deposit into a bank account or H&R Block Emerald Prepaid card.
Ibotta Cashback Offers and Rebates In-Store and Mobile Shopping
- Ibotta is a free mobile app offering cashback rewards and rebates for your shopping trips and online purchases.
- Select your deals and scan your receipts, or use the online shopping portal to earn cashback.
- Easy and quick payments to Paypal, Venmo, or retailer gift card.
SoFi Money / Debit Card and Checking Account – No Fees
- SoFi Money is a cash management account offering a hybrid checking and savings feature with a debit card.
- Earn interest with no minimum balance or account fees.
- Save money using Vaults for specific savings goals.
- Access over 55,000 surcharge-free ATMs
Checking and Debit Card with Savings in Mind / Qapital Spending
- Qapital Spending is a checking account linked to the Qapital Visa® Debit Card held with a partner bank
- Unique features and tools help you stay on track with your weekly spending.
- No account setup or overdraft fees
- Protected by FDIC insurance for $250,000 per user
- 30-day free trial, then 3 membership tiers
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