Taxwell

As we enter Thanksgiving week, we’re reminded of the importance of community, generosity, and supporting our neighbors. At Taxwell, we’re proud to continue our annual tradition of giving back to the communities where our employees live and work. This season, we’re supporting local organizations that make a meaningful impact in the fight against food insecurity, including: • HACAP – Cedar Rapids • North Texas Food Bank – Dallas • Project Host – Greenville • CareNet – Franklin We’re grateful for the meaningful work these organizations do and honored to support their efforts during this season of giving. #CommunitySupport #SeasonOfGiving #TaxwellCares #FoodInsecurityAwareness

Recognizing Excellence in Action At Taxwell, our values come to life through performance — in how we deliver for our customers, collaborate as one team, and continuously raise the bar. During today’s All-Hands Meeting, we celebrated this quarter’s Taxwell Core Values Award winners — team members who demonstrate what it means to lead with purpose and drive results. Their contributions strengthen our business, our partnerships, and our commitment to delivering outstanding outcomes for those we serve. Congratulations to our honorees: 🏆Jeremy Siegel – Performance 🏆 John Witherspoon – Perseverance 🏆 Oscar Hernandez-Gutierrez – Progress 🏆 Henry Giclas – Partnerships Your focus and follow-through set a powerful example of what excellence looks like at Taxwell. #DrivenByValues #PerformanceExcellence #CustomerFocused #TaxwellProud #EmployeeRecognition #QuarterlyAwards

🎉 Celebrating growth through mentorship Our 2025 Mentorship Program wrapped up this month, and the results speak for themselves. Over the past four months, mentors and mentees pushed each other to think critically, strengthen their craft, and find new ways to deliver impact for our customers. This program wasn’t just about making connections. It was about building capability. Participants sharpened their skills, expanded perspectives across teams, and gained tools that will accelerate their careers and our company’s performance. Thank you and congratulations to every mentor and mentee who leaned in with dedication and curiosity. You’re helping shape the next generation of high-performing leaders at Taxwell. 👏 #PerformanceCulture #CareerGrowth #Mentorship #HighImpactTeams #LearningAndDevelopment #DrakeSoftware #TaxAct #Taxwell 

Congratulations to our Drake Software team for being recognized by the NATP! 👏 A true reflection of their dedication to serving the tax community.

Exploring AI, One Challenge at a Time Our AI Challenge wrapped up in July, and employees across the company stepped up to explore the possibilities of artificial intelligence in fun and practical ways. We kicked things off with The Elephant in the Room, an AI image challenge where employees submitted their own AI-generated artwork. The creativity on display was impressive and sparked conversations about how AI can be used in everyday work and life. Throughout the month, our Wellness Wednesday challenges also tied into AI Awareness Month. Each week, employees explored new ways to use ChatGPT for everyday tasks like: • Creating personalized 15-minute workouts • Getting budgeting tips tailored to their lifestyle • Designing healthy meal plans based on dietary needs • Taking a quick mental break with a brain teaser or riddle • Finding outdoor activity ideas near their home or office The goal: to get comfortable with AI tools in a hands-on, approachable way. Thanks to everyone who participated and helped make AI a little more accessible for all of us. #LifeAtTaxwell #AIChallenge #AIatWork #EmployeeExperience #AIInTheWorkplace

During today’s All-Hands Meeting, we had the honor of recognizing this quarter’s Taxwell Core Values Award winners — team members who consistently go above and beyond to bring our values to life. These awards highlight individuals who lead with integrity, collaborate with purpose, stay focused on our customers, and help drive our business forward. Congratulations to our incredible winners! Your dedication sets the tone for who we are and where we’re headed. Tim Pechous - Performance Rohit Shetty - Perseverance Olivia Kooiker - Progress Sheehan Sanders - Partnerships #EmployeeRecognition #CoreValues #TaxwellProud #CelebrateSuccess #DrivenByValues #QuarterlyAwards

Work is better when you feel connected. At Taxwell, we know that some of the best conversations don’t happen in meetings — they happen when people connect over shared interests. That’s why we created Connection Groups: employee-led communities where team members can come together to learn, share, and build relationships across departments and locations. These groups cover a wide range of interests — from health and fitness to parenting, creative hobbies, travel, technology, financial wellness, and more. Whether you're looking to swap book recommendations, plan your next hike, or talk automation and robotics, there's a space for you. It’s just one more way we support belonging, connection, and community at work. #LifeAtTaxwell #CompanyCulture #EmployeeExperience #BelongingAtWork

Yesterday at our All-Hands Meeting, we proudly announced the recipients of the Taxwell Core Values Awards — a celebration of the people who truly embody what drives us forward every day.   These awards recognize outstanding individuals who exemplify each of our company’s four core values: Nathan Shaull - Performance  Christa Hitchcock - Perseverance  Rebecca Snider - Partnerships Rudy Carmona - Progress   Congratulations to all of our incredible winners! Your dedication inspires us all and helps shape the culture that makes our organization thrive.   #EmployeeRecognition #QuarterlyAwards #CoreValues #Teamwork #CelebrateSuccess #DrivenByValues

From powering pros behind the scenes to supporting individuals filing from their kitchen tables, our team plays a role in helping America get it done.   To everyone who helped make this season a success, whether you were on the front lines or behind the curtain, thank you. Your dedication makes the complex feel simple for millions of taxpayers and preparers alike.   And to our customers—tax pros and DIYers—you did it! Thanks for trusting us to help you through another season.   We survived another tax season together, and we did it with excellence. #TaxSeason2025 #Teamwork #TaxTech #MissionDriven #ThankYou

Big congratulations to Jared Ballew! We’re proud to share that Jared has been named a 2024 “20 Under 40 Influencer” by CPA Practice Advisor—a prestigious honor recognizing rising leaders who are shaping the future of the accounting profession. The 20 Under 40 program highlights individuals making a real impact through innovation, technology, and thought leadership. As part of this recognition, Jared shared his perspectives on key industry trends, career influences, and how professionals can stay ahead in a rapidly evolving field. At Taxwell, we’re thrilled to see Jared’s hard work and vision celebrated on a national stage. His dedication to excellence is a reflection of the incredible talent within our organization. Please join us in congratulating Jared on this well-deserved recognition! #Accounting #Leadership #20Under40 #Innovation #Taxwell #CPAPracticeAdvisor #FutureOfAccounting #TeamSpotlight