Tallie Brings Expense Reports Solution to H&R Block Small Business Services


Tallie Selected by H&R Block Small Business as the Exclusive Expense Reports Solution for its Client Accounting Services

Expense Report Automation Breaks Through to the Masses

SAN FRANCISCO, March 19, 2015Tallie, the leading SaaS expense report innovator, today announced it has been selected by H&R Block Small Business as the exclusive expense management solution for its small business accounting services. Tallie was chosen because its automated expense report solution aligned with H&R Block’s vision to deliver accounting services to their clients using efficient, modern business tools.

“This partnership with H&R Block Small Business leverages one of the most powerful brands in accounting to provide businesses with a service utilizing automated, mobile and robust SaaS solutions, allowing more time to focus on the growth and prosperity of their business versus spending time closing their books,” said Chris Farrell, CEO of Tallie. “This also adds a critical element in support of H&R Block Small Business’ mission to create a completely integrated, cloud-based accounting experience for their clients nationwide.”

H&R Block Small Business provides bookkeeping, payroll and a host of other accounting services to small businesses, typically service-based ventures ranging from technology startups to main street businesses such as doctors, contractors and non-profits. Leveraging state-of-the-art, cloud-based SaaS accounting applications such as Tallie, H&R Block Small Business helps companies save time and money by offering them a new, modern way of accounting.

“Cloud-based technology is changing how accountants perform and price their services,” said Jeremy Smith, director of H&R Block Small Business. “H&R Block selected Tallie because it represents the next generation of accounting. Tallie has an intimate understanding of what accountants need and offers comprehensive workflow and management services built on a cloud-based ecosystem. This combination of industry savvy and an innovative model of delivering services is exactly what we were looking for in a partner.”

Tallie plays a critical role in enabling H&R Block’s service offering because it automates the expense reporting process with smart features such as rapid receipt processing, auto categorization of expenses, duplicate prevention and policy controls. Additionally, its industry-leading mobile experience, along with its deep accounting and bill pay software integrations provide the most compelling expense solution in the marketplace.

About H&R Block

H&R Block, Inc. (NYSE: HRB) is the world’s largest consumer tax services provider. More than 650 million tax returns have been prepared worldwide by and through H&R Block since 1955. In fiscal 2014, H&R Block had annual revenues over $3.0 billion with 24.2 million tax returns prepared worldwide. Tax return preparation services are provided in approximately 12,000 company-owned and franchise retail tax offices worldwide by professional tax preparers, and through H&R Block Tax Software products. H&R Block Bank provides affordable financial services products. For more information, visit the H&R Block Newsroom.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology and financial partners, it has developed automated expense reports with comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie has been recognized for technology leadership by CPA Practice Advisor, Inc. Magazine and The Sleeter Group. www.tallie.com


Waggener Edstrom Communications
Marisa Hagerman, 415-547-7017