Pre-Tax Accounts

Tax-free,
headache free

We can't make the acronyms disappear, but we can eliminate the pre-tax account headaches with our human-centered design for benefits and self-service tools for administrators.

Offer pre-tax accounts that everyone loves to use

Give benefit program administrators and members the tools they need for flexible spending, health reimbursement, and health savings accounts.
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HSA

Health savings accounts

Help members save tax-free for everyday health care expenses with the triple tax-advantaged savings account.

Identity dashboards and tools
Quickly resolve customer identification program (CIP) issues with our reporting dashboards and self-service tools.

In-app investing
Meet member needs with an open-market or guided experience through our collaboration with Morningstar Investment Management and in-app investing experience.

FSA, DC-FSA, LP-FSA

Flexible spending accounts

Tailor your pre-tax, flexible spending account program to your members' needs.

Stress-free claims
Take the guesswork out of claims with our auto-substantiation and claim resolution tools.

FSA 101
Our tested, turnkey benefit education campaigns drive member engagement and benefit utilization.

HRA

Health reimbursement arrangements

Help employers manage healthcare costs with flexible design and easy reimbursements for HRA programs.

Flexible design
Avoid workarounds with our software-defined benefits—we can be as flexible as your strategy.

Easy reimbursement
Bring back the yay in HRA with auto-substantiation and mobile receipt processing tools for claims processing.

Commuter

Commuter benefits

Offer a flexible transportation program that supports how employees get around at home and on the road.

Stress-free claims
Take the guesswork out of claims with our auto-substantiation and claim resolution tools.

Tap-to-pay, tap-to-ride
Our solution is compatible with the Apple Wallet, enabling tap-to-pay for eligible expenses.

Want to offer a pre-tax account everyone loves to use?

Contact us to schedule a call.

Let's Talk