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Tax Preparation 

[For Guardians] Learn how payers can access their payment summary for 2025 taxes.

How payers can pull year-end tax statements

For Payers

[For All Admins] Learn how to prepare for tax season and key deadlines.

Tax timeline for providers

[For Admins] Learn how to update tax related details (e.g. EIN, SSN, legal, legal name) as a provider.

Changing tax details (U.S. providers)

[For all Admins] Links to resources to share with your families and extra resources for you.

Tax resources & flyers for providers

[For Admins] Learn about 1099-Ks, FAQs and eligibility requirements.

Form 1099-K

[For Admins] Learn how to report on expenses for the 2025 tax year.

Report on program expenses for taxes (U.S. providers)

[For Admins] Learn how to access & export billing reports for tax season.

Tax season reporting for providers

For Programs

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Brightwheel Website

Early Education Resources

Blog

Purchase Experience Curriculum

Additional Resources

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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