Process

How It Works

A guided, step-by-step path from sign-up to your personalized plan.

  1. 1

    Create your account

    Sign up securely and meet TaxCred Ted.

  2. 2

    Share your goals

    Tell us about your financial goals and situation.

  3. 3

    Get your credit report

    Pull your three-bureau report through our IdentityIQ partner link.

  4. 4

    Upload & sign

    Upload your report and ID, and review your agreements.

  5. 5

    Consultant analysis

    Our team reviews your report with AI assistance.

  6. 6

    Your action plan

    Get a personalized plan, education and progress tracking.