
How Banks Can Help SMBs Prepare for Tax Season in 2026
Only 26% of small business owners feel completely confident about their tax filings. The rest of your small business clients-are
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.

Only 26% of small business owners feel completely confident about their tax filings. The rest of your small business clients-are

The traditional approach to small business banking has focused on products: checking accounts, loans, merchant services. Each lived in its

Your small business clients face heightened fraud risk during the final weeks of the year, and most don’t realize it

Your small business clients are entering the final stretch of Q4 with a familiar challenge: outstanding invoices waiting to be

Your small business clients are ending 2025 exhausted and paying an average of $340 monthly for disconnected financial tools that

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right now and what’s likely to

Your small business customers represent more than revenue streams—they’re growth opportunities waiting to be unlocked. When financial institutions shift from

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right now and what’s likely to

Financial institutions invest significant resources to acquire small business clients—from marketing campaigns and sales efforts to extensive onboarding processes. Yet

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right now and what’s likely to
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.

Only 26% of small business owners feel completely confident about their tax filings. The rest

The traditional approach to small business banking has focused on products: checking accounts, loans, merchant

Your small business clients face heightened fraud risk during the final weeks of the year,

Your small business clients are entering the final stretch of Q4 with a familiar challenge:

Your small business clients are ending 2025 exhausted and paying an average of $340 monthly

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right

Your small business customers represent more than revenue streams—they’re growth opportunities waiting to be unlocked.

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right

Financial institutions invest significant resources to acquire small business clients—from marketing campaigns and sales efforts

Traditional banking data tells you what happened. Real-time operational intelligence tells you what’s happening right