Powered by Plaid: H&R Block

Showing the full financial picture

A conversation with VP of Financial Services, John Thompson, on helping customers build stronger financial habits.

Powered by Plaid: H&R Block

Showing the full financial picture

A conversation with VP of Financial Services, John Thompson, on helping customers build stronger financial habits.

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Clarity that builds financial confidence

Stronger financial health starts with visibility. H&R Block uses Plaid to help customers track spending, anticipate income shifts, and build stronger saving habits—extending support beyond tax season.

“Plaid’s data and insights create a fuller financial picture. That really helps us build an application that is tailored to the individual.”
John Thompson
VP of Financial Services, H&R Block

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