Secure account aggregation
Users connect their own financial accounts through consent-based integrations.
Secure Family Transition Platform
Navigate familial financial difficulties or transitions with clarity and confidence.
TapIn helps households and professionals organize financial and case information in one secure place. Our workflows reduce manual entry, improve consistency, and support informed decisions.
Standardized financial data
Balances and transactions are normalized to support budgeting and planning workflows.
Document organization
Financial records and case-related files stay centralized for easier collaboration.
Privacy-first design
We use encrypted systems and user-authorized access patterns. We do not sell financial data.
How TapIn used financial data
TapIn uses connected account data only to power user-authorized financial organization and reporting within the app, including budgeting and planning support workflows.