Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Calculate financial metrics like income tax, sales tax, profit margin, and gross profit. Input values to determine discounts, CAGR, VAT, and cryptocurrency mining profit. Track costs, net income, and finance costs with -based calculations.
Manage health care and tax-favored benefit accounts with access to account details and transaction history. View and update personal information. Submit claims with receipt images and track pending claims.
Estimate federal and state income taxes, self-employment taxes, and quarterly taxes. View tax bracket and effective tax rate. Calculate estimated annual tax liability with detailed breakdowns.
Calculate needs with accurate projections and monthly withdrawal estimates. Receive personalized advice to adjust savings strategies. Set financial goals and track progress over time. Adjust plans based on income and expenses.
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.
Track and manage recurring payments with automatic detection of . unwanted and identify hidden charges. Monitor monthly expenses and control Apple iTunes purchases. Organize for better financial oversight.
Calculate RMD amounts based on account balance and age. Input user details to determine annual distribution requirements. Provide guidance on RMD calculations for retirement accounts.
Calculate sales tax and discounts with percentage-based operations. View equations and reuse previous results via the history tape. Adjust rounding settings and switch between multiple color themes.