HSA Coach

HSA Coach is a mobile app designed to make health document storage and HSA account maintenance and financial education convenient, accessible and portable over one's career and life stages. Our app helps you store and track all of your health documents, receipts, reimbursements, and Health Savings Account balances in a location you control, independent of your employer and health insurance carrier. "Health is Wealth" and we want you to make the most of your health dollars (saved, invested and spent) by keeping the information you need as a healthcare consumer at your fingertips. App Features Document storage - Upload and store all health documents such as insurance cards, vaccination records, prescriptions, medications, or anything you want to have at your fingertips. Track health expenses – Upload receipts and accumulate your total out-of-pocket health expenses eligible for reimbursement from your HSA savings account. Receipt documentation – Maintain digital documentation of HSA distributions from your account for tax filing purposes. Understand HSA Rules – Get access to simple, easy to understand information on HSA account rules, limits, and tax advantages. Don’t let all those complicated IRS regulations confuse you, we break in down into straightforward guidance. Maximize your tax-free savings - Use information, calculators, and tips to maximize your tax-advantaged savings. HSA accounts offer valuable tax-free retirement savings opportunities in addition to a way to pay for health expenses with pre-tax savings. We help you maximize the savings potential.