Game Changer!
I don’t normally leave reviews but, I am so happy I found this app and It has helped me so much! There are so many great youtube videos to help you with anything you need and the app is so easy to use, it truly has changed the game!
Useful and Educational
I felt overwhelmed with the complexity of IRS rules regarding educational expense documentation and withdrawal limits. This App makes it easy. It guides you through every step and ensures IRS compliance. No more worries at tax time. Even my tax preparer was impressed.
Great App!
This app has been very helpful in my managing of the college expenses. I don’t have to dig through receipts or emails to see what I spent last week. It puts everything in one place so it’s a lot smoother and you’re able to know where your money goes. Really a great app.
Makes 529 withdrawals way less scary
I find the IRS rules for 529 plans are hard to understand.
This app walked me through what I needed and calculates what I can withdraw without tax issues (best part).
I hate taking notes, I love that I can take pics with my phone, of receipts and share access with my wife.
This app saved me some time and money.
This app walked me through what I needed and calculates what I can withdraw without tax issues (best part).
I hate taking notes, I love that I can take pics with my phone, of receipts and share access with my wife.
This app saved me some time and money.
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Response from developer
Thank you so much for this wonderful review! We’re thrilled that our app has made navigating 529 withdrawals less stressful for you. Making complex IRS rules understandable and helping you avoid tax issues is exactly why we built this app. We’re especially glad the receipt photo feature and sharing capabilities are saving you time and making it easier to stay organized with your wife. Your feedback means the world to us. If you ever have suggestions for how we can make the app even better, please don’t hesitate to reach out!
