H&R Block Aims to Become a Year-Round Fintech Platform

CEO Curtis Campbell wants to transform the tax prep giant into a tech-forward financial services company.

Apr. 7, 2026 at 7:33pm

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A minimalist studio photograph featuring a stack of financial documents, a laptop, and a pen arranged on a clean, monochromatic background, representing the abstract concepts of corporate strategy, finance, and technology that are central to H&R Block's fintech transformation.H&R Block's shift toward becoming a year-round financial platform is symbolized by this elegant studio still life of the tools of modern business.Kansas City Today

H&R Block CEO Curtis Campbell is on a mission to reinvent the 70-year-old tax preparation company as a year-round fintech platform. He wants to move H&R Block beyond its seasonal tax services and turn it into a comprehensive financial services provider powered by software, data, and AI. Campbell's vision is to make H&R Block a trusted advisor to customers throughout the year, rather than just a once-a-year tax service.

Why it matters

H&R Block's transformation reflects the broader shift in the financial services industry towards more tech-driven, personalized offerings. By expanding beyond tax prep, H&R Block hopes to become an indispensable partner for small businesses, creators, and individuals managing their finances. This strategy could help the company stay relevant in an evolving landscape and build deeper, more valuable relationships with customers.

The details

Under Campbell's leadership, H&R Block is rapidly increasing its pace of experimentation, running about 123 tests this year compared to just 5 per year before he joined. The company is deploying AI-powered tools like 'AI Tax Assist' to guide customers through the tax filing process and 'Sidekick' to support tax professionals. H&R Block is also expanding its financial services beyond tax prep, with offerings like mobile banking product Spruce, payroll, bookkeeping, and advisory services for small businesses and creators. The goal is to make H&R Block a year-round financial platform rather than a seasonal tax brand.

  • Campbell joined H&R Block as CEO in 2022.
  • H&R Block launched its Creator Suite of services earlier this year.
  • The company is testing its AI-powered tax assistant tools in 5 offices currently.

The players

Curtis Campbell

The CEO of H&R Block who is leading the company's transformation into a fintech platform.

H&R Block

A 70-year-old tax preparation company that is aiming to become a comprehensive year-round financial services provider.

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What they’re saying

“Fundamentally, we do taxes, but we're really not in the tax business. We're in the business of trust and confidence.”

— Curtis Campbell, CEO, H&R Block

“I've yet to meet a small business owner who loves taxes or payroll or bookkeeping. They just love the thing that they do.”

— Curtis Campbell, CEO, H&R Block

What’s next

H&R Block plans to continue expanding its AI-powered tax assistant tools to more offices in the coming year, as part of its broader effort to transform the customer experience and free up tax professionals to focus on advisory services.

The takeaway

H&R Block's transition from a seasonal tax prep company to a year-round fintech platform reflects the broader evolution of the financial services industry. By embracing technology, data, and AI, the company aims to build deeper, more valuable relationships with customers and cement its relevance in a rapidly changing market.