The operating system for the tax industry.
TaxWallet works alongside the tax software your office already uses — connecting documents, e-signatures, payments, the client portal, and a branded mobile app into one operating layer. Built natively in English and Spanish, in production across 50+ tax offices since 2022.
W-2 · Wage and Tax Statement · 2025
Box 1 · Wages
$58,432.00
Box 2 · Fed. tax withheld
$7,108.50
Box 3 · SS wages
$58,432.00
Box 4 · SS tax
$3,623.00
Box 5 · Medicare wages
$58,432.00
Box 6 · Medicare tax
$847.26
Box 17 · State tax
$0.00
Employer
Sample Employer LLC
EIN
65-1234567
Employee SSN
***-**-4521
State
FL
Year
2025
Wizard · Step 4 · Income
- Wages$58,432.00
- Federal withholding$7,108.50
- SS wages$58,432.00
- SS tax$3,623.00
- Medicare wages$58,432.00
- Medicare tax$847.26
- State withholding$0.00
- Employer nameSample Employer LLC
8 of 8 fields populated in 0.6 seconds. Confidence 0.97.
Snap a W-2. Every box is read and mapped to the return in under a minute.
The entire tax operation,
under one login.
Most offices stitch together five to seven vendors to run the work around their tax software. TaxWallet brings those workflows into one system that runs alongside the prep software you already use — every layer built and operated in-house.
Filing & IRS e-file engine
Built in-house — 1040 with Schedules A–F, schema-validated and EFIN-signed, transmitted through IRS-authorized e-file with real-time acknowledgments at 98% acceptance.
Documents & AI OCR
Snap a W-2, 1099, 1098, or 1095-A and every box maps to the return in under a minute. Encrypted vault, organized per client.
E-signatures
IRS-compliant remote signing built in — no third-party e-sign vendor, no per-envelope fees.
CRM & reporting
The tax-office CRM, built in — every client, return, and payment in one pipeline. See who’s stalled, what’s filed, and fees collected, by preparer or across every office.
Bank products & advances
Refund transfers plus refund advances up to $7,500 for qualified taxpayers — powered by industry-leading banks, with low, disclosed fees.
Payments & billing
Cards and ACH, fee collection, and automatic Friday billing on accepted returns only — one ledger.
Branded client app
Your name on the icon and store listing. Clients upload docs, e-sign, and track refunds — iOS and Android.
Fully bilingual
Every workflow runs fluently in English and Spanish — app, portal, and preparer tools.
Multi-office & white-label
Run one office or fifty. Powering three brands in production today, with isolated data and per-office roll-up.
Developer APIs
Six API services expose filing, documents, and payments so partners can build directly on the infrastructure.
Security & compliance
TLS in transit, AES-256 at rest, role-based access, audit logging, tenant isolation. SOC 2-aligned, IRS-authorized.
Built for the crush
An advanced, multi-tenant backend across six independently scaling services — engineered to hold up on the night before the deadline.
Twelve systems. One operating system. One bill.
The disconnected vendor stack, unified — and it runs alongside the tax software you already use. See it on your own returns.
Add up your stack.
Most tax offices run on five to seven separate vendors — each with its own login, invoice, and renewal date. The bill adds up fast, and none of them talk to each other.
- Filing software$119/mo
- Document storage$45/mo
- E-signatures$39/mo
- Payment processing$59/mo
- Client portal$79/mo
- Mobile app$69/mo
- CRM$77/mo
+ per-seat licenses & add-ons — $25+/seat on top
TaxWallet
Filing, documents, e-signatures, payments, portal, mobile, and CRM in one system that already talks to itself — running alongside the tax software you already use.
Everything in one login, one bill — no rip-and-replace.
Money in motion.
The return prepares itself, files to the IRS, and the second it’s accepted the money splits — refund to the taxpayer, fee to the preparer. Automatically.
AI prepares
OCR reads the docs, the engine does the math
Filed to the IRS
through a licensed transmitter
Money splits
paid out the moment it clears
Sample figures for illustration. Cash clients pay you too — either way, you get paid.
See your whole office on one screen.
Returns, acceptance, the filings pipeline, payments, and live activity — every branch rolling up into one real-time view. This is the operations center your team runs on.
Good morning
Here’s your office today
Returns accepted
1,284
+12%
IRS acceptance
98%
+1.2%
Active clients
2,640
+8%
Filings pipeline
Filings this season
Live activity
Recent returns
Product preview · sample data for illustration
See how your operation
actually runs.
From intake to IRS submission and payment, every step runs in one system with no manual handoffs.
0+
Returns Accepted
0+
Tax Offices
0%
IRS Acceptance
See how your operation
actually runs.
From intake to IRS submission and payment, every step runs in one system with no manual handoffs.
0+
Returns Accepted
0+
Tax Offices
0%
IRS Acceptance
See your refund before you file.
Move the numbers and watch it update live. When you’re ready, the real engine files it for you — with a refund advance up to $7,500 through bank partners.
Start your real return →Simplified estimate (taxable $47,000 · est. tax $5,402). Your filed return may differ.
Fluent in English and Spanish. Not translated.
Most tools bolt on a Spanish toggle and call it bilingual. TaxWallet was built natively in both languages by an operator who runs tax prep in both every day — every screen, every document, every message reads like it was written by a native speaker, because it was.
Your preparers work in the language they think in. Your clients read in the language they trust. Nothing gets lost in translation.
Your return
Federal refund
$3,180
- Filing status
- Head of household
- W-2 income
- $48,200
- Estimated refund
- $3,180
Written by a native speaker — not auto-translated.
Why offices choose TaxWallet over anyone else.
Not another point tool bundled with vendors. TaxWallet owns the whole stack — additive to the software you already run, billed only when the IRS accepts, and built on credentials a new entrant cannot shortcut.
Request Sent
Files Uploaded
In Review
Completed
We own the entire stack — not a reseller.
The tax engine, IRS e-file, bank rails, payments, and identity are all ours. One system, one bill, one support line — instead of five to seven vendors stitched together.
Additive — keep the software you know.
TaxWallet plugs in underneath the tools your office already runs — Drake, TaxSlayer, ProSeries and more. No migration, no rip-and-replace, and outside software can integrate inbound.
You pay only when the IRS accepts.
Per-return billing is tied to acceptance, not submission. If a return is rejected, you are not billed for it.
AI built into the work, not bolted on.
Justin answers tax questions and hands off to a human, OCR reads W-2s and IDs, and the engine adapts to new law in about 24 hours.
A moat competitors cannot shortcut.
Active EFIN, PTIN provisioning, live bank rails, direct IRS MeF, and first-party identity — credentials and integrations that take a new entrant a year or more to assemble.
Request Sent
Files Uploaded
In Review
Completed
A fast, guided process
Every step is visible, time-stamped, and audit-ready — no training required, no client confusion.
Built by operators, not outsiders
Not a startup’s guess at how tax offices work.
TaxWallet was built by people who spent seventeen years inside real tax offices — and knew exactly where the seams are: the duct-taped vendor stacks, the payment chasing, the language gaps, the season that lives or dies on whether the tools cooperate.
So we built the full stack ourselves — filing, documents, payments, portal, and mobile, in one system, in two languages. It’s the system an operator wished they’d had, now running live across 50+ offices since 2022.
Read the TaxWallet story17 yrs
in the tax chair
2022
founded
50+
offices live
30,000+
returns accepted
Proof from real operators
Offices that added TaxWallet, in their words.
Real feedback from firms running live tax workflows on TaxWallet — not a testimonial template.
TaxWallet changed how we run our tax operation. Everything from client intake to filing and payments is now in one place.
Yohanny Caceres
Founder, Insuland Brokerage & Tax Services
Filing is faster and easier. I can upload everything, track progress, and get updates without going back and forth.
Ysael De la Cruz
Owner, De La Cruz Travel
We process more returns with less overhead. The workflow is structured, and the payment flow is built in.
Jesse Gomez, CPA
Gomez & Gomez Business
Trusted across 50+ tax offices · 98% IRS acceptance
Start the whole season for
Season activation · one time
Then pay as you grow
Cash and refund clients price the same.
/ accepted filing
One activation gets your whole office up and running for the entire season. After that it's just $19.99 per accepted filing.
- No per-seat fees
- No surprise renewals
- No stack of invoices
No multi-year commitment · Bilingual support · Live across 50+ offices
Questions, answered.
Tap a question — the answer lands on the right.
What is TaxWallet?
TaxWallet is the operating system for the modern tax office — one platform that runs your whole operation, not just the return. Most firms stitch together five to seven separate vendors; TaxWallet unifies them under one login, one security model, and one bill:
- Filing engine — deterministic prep for federal 1040 and small-business returns
- OCR intake — reads every box off a photographed W-2 or 1099
- E-signatures and payments — card, ACH, or straight from the refund
- Refund-based bank products plus IRS e-file through a licensed transmitter
- Your own branded portal and mobile app, natively bilingual in English and Spanish
It sits alongside the tools you already trust — not a rip-and-replace — and it is not a pilot: 30,000+ IRS-accepted returns across 50+ tax offices, in production since 2022. In short, the infrastructure layer that lets a tax office run faster, look bigger, and earn more without hiring more.
One tax operation.
Two front doors.
The same infrastructure underneath — choose the experience built for you, and walk straight in.
In production across 50+ offices98% IRS acceptanceNatively bilingual — EN & ES