Manage accounts by viewing statements, tracking income and expenses, and analyzing cash flow. Make payments to contractors, suppliers, and partners with secure transactions and customizable templates.
Calculate discounts as percentages or dollar amounts with easy switching. Add multiple discounts and compute sales tax. View results in a clean interface with customizable themes.
Manage job applications and receive notifications for new positions. View paystubs and access tax documents. Track onboarding progress and manage work schedules. Submit applications and stay updated on job opportunities.
Create and manage business entities with document generation and tools. Track expenses and income. Access AI-powered insights and expert support. File taxes and manage invoices on the go. Stay compliant with real-time updates and legal guidance.
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Documents into clear PDF or JPEG files. Crop and enhance scanned images automatically. Email, print, or save files to cloud storage. Share scanned documents directly from the .
View account balances and transaction history anytime. Set balance alerts for low funds. Send payments to individuals or businesses. Transfer money between accounts. Deposit checks via photo. Lock and unlock cards remotely.
Check account balances and transaction history. Deposit checks remotely using camera. Transfer funds electronically. Pay bills directly. View and activate cash back offers. Locate nearby ATMs and branches.
Estimate tax refund or liability by inputting , deductions, and personal details. Account for marital status, dependents, rental properties, side gigs, mortgage interest, and student loan interest.
Upload tax documents via photo or cloud storage. Connect with a credentialed tax professional for guidance. Receive in- notifications for clarification. Complete tax filings with expert assistance.
Calculate tax with updated rates and standard deductions. Include seniors’ deductions, SALT itemized deductions, and overtime adjustments. Track tax liabilities and estimate refunds based on current legislation.
Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.