Abstract: According to some embodiments, a system includes an interface and one or more processors. The interface receives a request from a user to move a first account associated with a first enterprise to a second enterprise where the user has at least one account. The processor(s) determine first configuration settings associated with the first account. The processor(s) receive a modification request to modify or delete one or more of the first configuration settings and select second configuration settings associated with the second account based on the first configuration settings and the modification request. The processor(s) create a second account at the second enterprise and apply the second configuration settings to the second account.

Abstract: According to some embodiments, a system includes an interface and one or more processors. The interface receives a request from a user to move a first account associated with a first enterprise to a second enterprise where the user has at least one account. The processor(s) determine first configuration settings associated with the first account. The processor(s) create a second account at the second enterprise, select second configuration settings based on the first configuration settings, and apply the second configuration settings to the second account.

Abstract: A system and method for facilitating a transition from being a dependent of a parent tax filer to being a newly independent tax filer may include determining if a prior-year dependent will be responsible for filing his or her own tax return. The system and method may include obtaining permission from the parent tax filer to offer an evaluation of a tax program to the newly independent tax filer. If permission is granted, information relevant to the newly independent tax filer may be extracted from the parent tax filer's tax information. An invitation to evaluate the tax program may be sent to the newly independent tax filer on behalf of the parent tax filer. If the invitation is accepted, the extracted information may be used to seed a current tax return for the newly independent tax filer. If not, the extracted information may be deleted.

Abstract: A system and method for facilitating a transition from being a dependent of a parent tax filer to being a newly independent tax filer may include determining if a prior-year dependent will be responsible for filing his or her own tax return. The system and method may include obtaining permission from the parent tax filer to offer an evaluation of a tax program to the newly independent tax filer. If permission is granted, information relevant to the newly independent tax filer may be extracted from the parent tax filer's tax information. An invitation to evaluate the tax program may be sent to the newly independent tax filer on behalf of the parent tax filer. If the invitation is accepted, the extracted information may be used to seed a current tax return for the newly independent tax filer. If not, the extracted information may be deleted.