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H&R Block mobile tax prep app takes taxes where taxpayers go

4 min read

4 min read

February 16, 2017

With more than six decades in the tax preparation business, industry inventor H&R Block (NYSE: HRB) knows when it comes to tax prep, clients value a fast, simple and accurate experience. The H&R Block Mobile Tax Preparation App delivers these results and makes on-the-go tax preparation fast, simple and accurate.

“By making do-it-yourself clients’ tax prep and file available on a smartphone or tablet via the H&R Block Mobile Tax Preparation App, or on their computer or mobile device via web browser, H&R Block meets clients’ needs wherever they are,” said Heather Watts, H&R Block vice president and general manager of digital products. “Many clients go from the app to the browser and back again multiple times during each tax season, moving seamlessly from one device to another as they enter information when and where they have time and/or as they receive the information they need.”

New, enhanced features mean faster and more simple tax prep process

The do-it-yourself tax filer wants the convenience and control filing apps and online products offer. With H&R Block More ZeroSM, 6 in 10 taxpayers can file a free state return plus federal 1040EZ, 1040A or 1040 with Schedule A for free. For a faster and more simple experience all of this and the following features are in the mobile app:

  • New – All DIY clients who can file using the H&R Block Online Products now can prepare and file using only the app
  • New – Simple Q&A makes it even easier for DIYers to progress through the interview
  • New – Tax documents, including W-2s and previous year tax returns prepared by any provider, can be imported from the device or any file storage available to it, making tax prep easier and faster than ever
  • Enhanced – The “snap-a-pic” feature embeds software into the app to assist in taking an optimal picture, and provides an improved experience for pulling information from W-2s and populating that information into the tax return.

The app also allows new clients to start preparing their return without creating an account, which is not an option with major H&R Block competitors.

Help features make filing an accurate return with the app easier

Clients using the H&R Block Mobile Tax Prep App can directly access the help center inside the app, view common questions and answers related to where they are in the tax prep process or search for answers by typing in a specific topic. As part of the online suite of products, app users can add Best of Both if they want to have their return reviewed by a tax professional before it is submitted to the IRS.

“When clients use the H&R Block Mobile Tax Prep App, they are getting the same support, accuracy guarantees and benefiting from the same security features covering clients using the online products,” Watts said.

Like all H&R Block tax preparation products, consumers receive the brand’s guarantees of maximum refund, 100-percent accuracy and 100-percent satisfaction.

MyBlock provides secure online storage for clients

All H&R Block clients can use MyBlock,which is a personalized view of their tax life. In MyBlock, clients can store documents, get organized or get instant access to previous-year returns and supporting documentation. Taxpayers also can use tax planning tools like an interactive tax estimator, a W-4 calculator and a personalized Affordable Care Act (ACA) tax impact analysis and it’s all stored in their MyBlock account.

H&R Block is trusted with some of the most important financial information its clients have. The company is dedicated to protecting that information at every step in the process and it takes many precautions to prevent unauthorized access.

Taxpayers have multiple ways online to access H&R Block, including the H&R Block appsH&R Block DIY Online productsH&R Block DIY software, an appointment at a retail tax office, and reading what clients say and learning about product details in the H&R Block Newsroom.


About H&R Block

H&R Block, Inc. (NYSE: HRB) is a global consumer tax services provider. Tax return preparation services are provided by professional tax preparers in approximately 12,000 company-owned and franchise retail tax offices worldwide, and through H&R Block tax software products for the DIY consumer. H&R Block also offers adjacent Tax Plus products and services. In fiscal 2016, H&R Block had annual revenues of over $3 billion with 23.2 million tax returns prepared worldwide. For more information, visit the H&R Block Newsroom.