Tax filing pathway
Select an authorized tax-filing provider, confirm supported forms and states, define who prepares and transmits returns, complete taxpayer-data safeguards, and test consent plus recovery.
TAX + CREDIT PROVIDER READINESSConnect only when it is
Connect only when it is
safe and approved.
Unitax separates education from regulated services. These gates must be completed before any provider receives a user’s tax or credit information.
Credit report pathway
Contract with an approved consumer-report provider, establish a permissible purpose or consumer instruction, display bureau and scoring-model details, and build dispute rights into the experience.
Data minimization
Collect only fields required for the chosen service. Separate learning progress from regulated records. Define retention, deletion, encryption, audit, and incident rules before launch.
Youth safeguards
Age screen, guardian requirements where applicable, understandable consent, product-neutral education, no dark patterns, and no pressure to borrow or buy.
User controls
Preview what will be shared, choose the provider, revoke access where possible, download records, correct errors, request deletion, and reach human support.
Honest product status
Education and simulations are live. Tax transmission, live credit files, lending, and financial-account connections remain unavailable until the relevant gate is verified.
Integration ledger
Education + simulationsLIVE
Tax provider selectionDISCOVERY
Credit provider selectionDISCOVERY
Legal + security reviewREQUIRED
Live financial dataOFF