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Taxfyle

Embedded Tax Filing for HROs & Worksite Employees

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Seamless Tax Filing Inside the PrismHR Portal

Enable employees to access professional tax filing and CPA support directly within PrismHR. Taxfyle helps HROs deliver year-round financial wellness, increase engagement and unlock new revenue opportunities through integrated tax services.

Integrated Tax Filing for HROs & Worksite Employees

Taxfyle brings licensed U.S.-based tax professionals and secure filing technology directly into PrismHR. Employees manage their taxes where they already manage pay and benefits—no new logins or external tools required.

HROs gain a differentiated financial wellness offering and new revenue streams with minimal setup.

The Benefits

Simplified Filing
Experience

Employees file faster and avoid penalties through built-in deadline reminders and automated notifications.

Access to U.S.-Based
CPAs & EAs

A nationwide network of licensed tax professionals handles all levels of complexity, available in English and Spanish.

Revenue Share
for HROs

Offer a valuable employee benefit while earning predictable markup revenue per return filed.

Fast
Implementation

Integration is pre-built within PrismHR—HROs can activate Taxfyle in days with no development work required.

Smart Tax Questionnaire

Employees begin with an intuitive digital questionnaire that adapts to their responses, dynamically requesting only the documents they need. This guided experience reduces errors, minimizes back-and-forth with CPAs and helps identify deductions early on.

Secure Information Gathering

All tax documents are uploaded and organized securely within the PrismHR environment. Employees can submit W-2s, 1099s and prior returns directly in-platform.

Taxfyle’s encrypted system enables compliant document exchange between the employee and their assigned CPA or EA.

Draft Review in Job Detail

Before filing, employees can review their draft return right in their job detail page. They can chat with their CPA, request edits or approve the final version—all within PrismHR. This transparent review process ensures every return is accurate and approved before submission.

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