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TaxWallet is an all-in-one solution that automates document collection, e-signatures, payments, scheduling, and messaging—accessible on desktop and mobile, so you and your clients can work from anywhere.
Messy uploads and missing files?
Tired of chasing clients for docs and e-signatures?
Losing money juggling multiple apps?
Clients texting, emailing, and uploading everywhere?
Concerned about privacy, compliance, and secure access?
Wish everything worked in one place?
Automate tax intake, document collection, and client communication in one secure platform—built for modern tax professionals.
You don’t need to change your existing tax software to modernize your firm.
Our platform integrates with your current process and enhances it with automation, organization, and speed. We help you deliver a better experience to every client while staying in complete control of your workflow.
Once connected, our smart intake engine scans each client profile to identify what’s missing. Instead of sorting through files or asking for the same documents over and over, the system builds a personalized intake form tailored to that specific client’s situation.
Clients receive a clear, mobile-friendly questionnaire that guides them through exactly what’s needed. They can respond from their phone or desktop, and everything they submit is organized and instantly accessible in your dashboard.
From there, you can review, tag, and sync data directly into your process. Whether you’re preparing personal returns, business filings, or complex tax cases, our system saves you time and keeps everything on track.
No more chasing documents. No more data gaps. No more wasted hours repeating the same steps.
It’s your firm, your software—just smarter.
Tired of digging through inboxes, PDFs, and disconnected file uploads? TaxWallet turns every document, form, and response into a fully organized workpaper that’s easy to read, search, and act on.
Each workpaper is automatically grouped by topic, labeled by category, and aligned to your firm’s existing tax preparation workflow. You’ll see exactly what was submitted, what’s missing, and what’s ready for review—without needing to chase anything down manually.
Every entry is timestamped, source-verified, and built to reduce review time while improving accuracy. Whether you’re managing a high-volume practice or handling a few complex business returns, your workspace stays clear, complete, and fully synced.
You don’t need to switch software or create custom folders to stay organized. We help you eliminate bottlenecks, prevent critical info from slipping through the cracks, and deliver clean documentation every time—ready to integrate with your tools when you are.
This is the modern workpaper: accessible, exportable, and built for speed.
TaxWallet gives you a powerful dashboard to run your entire firm—from client intake to return delivery—whether you’re in the office or on the go.
Inside one clean interface, you can access client profiles, documents, appointments, refund products, workpapers, and return status—all fully searchable, filterable, and synced in real time.
See what’s in progress, what’s missing, and what’s ready to file. Review everything in one place and take action instantly—no switching tools, no logging into separate apps.
For pros who want to move faster, our auto-prep system can generate review-ready returns using your own logic and your existing tax software. It’s not a bot—it’s built on real preparation workflows.
TaxWallet is more than a dashboard. It’s your mobile-friendly, cloud-connected command center designed for real tax professionals.
You don’t need to change your existing tax software to modernize your firm.
Our platform integrates with your current process and enhances it with automation, organization, and speed. We help you deliver a better experience to every client while staying in complete control of your workflow.
Once connected, our smart intake engine scans each client profile to identify what’s missing. Instead of sorting through files or asking for the same documents over and over, the system builds a personalized intake form tailored to that specific client’s situation.
Clients receive a clear, mobile-friendly questionnaire that guides them through exactly what’s needed. They can respond from their phone or desktop, and everything they submit is organized and instantly accessible in your dashboard.
From there, you can review, tag, and sync data directly into your process. Whether you’re preparing personal returns, business filings, or complex tax cases, our system saves you time and keeps everything on track.
No more chasing documents. No more data gaps. No more wasted hours repeating the same steps.
It’s your firm, your software—just smarter.
Tired of digging through inboxes, PDFs, and disconnected file uploads? TaxWallet turns every document, form, and response into a fully organized workpaper that’s easy to read, search, and act on.
Each workpaper is automatically grouped by topic, labeled by category, and aligned to your firm’s existing tax preparation workflow. You’ll see exactly what was submitted, what’s missing, and what’s ready for review—without needing to chase anything down manually.
Every entry is timestamped, source-verified, and built to reduce review time while improving accuracy. Whether you’re managing a high-volume practice or handling a few complex business returns, your workspace stays clear, complete, and fully synced.
You don’t need to switch software or create custom folders to stay organized. We help you eliminate bottlenecks, prevent critical info from slipping through the cracks, and deliver clean documentation every time—ready to integrate with your tools when you are.
This is the modern workpaper: accessible, exportable, and built for speed.
TaxWallet gives you a powerful dashboard to run your entire firm—from client intake to return delivery—whether you’re in the office or on the go.
Inside one clean interface, you can access client profiles, documents, appointments, refund products, workpapers, and return status—all fully searchable, filterable, and synced in real time.
See what’s in progress, what’s missing, and what’s ready to file. Review everything in one place and take action instantly—no switching tools, no logging into separate apps.
For pros who want to move faster, our auto-prep system can generate review-ready returns using your own logic and your existing tax software. It’s not a bot—it’s built on real preparation workflows.
TaxWallet is more than a dashboard. It’s your mobile-friendly, cloud-connected command center designed for real tax professionals.
Cut costs, boost productivity, and streamline your tax workflow—without breaking the bank.
Manage clients, e-sign forms, collect payments, and track everything in one secure dashboard — all without changing your tax software.
Everything you need to manage returns faster, get paid sooner, and stay organized — all in one place.
TaxWallet Costs Less: TaxWallet provides an affordable and competitive option for online federal 1040 filing. Our pricing consistently compares lower than leading national brands, giving users a cost-effective alternative for accurate and secure tax filing.
Maximum Refund Guarantee: We guarantee your maximum tax refund when you use any eligible TaxWallet product to e-file. If you receive a larger refund or pay a smaller amount using another approved online tax software using the same data, we will refund the federal and/or state purchase price paid for the TaxWallet software. Additional services or optional fees are not included in the refund.
100% Satisfaction Guarantee: If you’re unsatisfied prior to e-filing or printing your return, and you’ve not completed the final billing or filing process, you’re entitled to discontinue use and request a refund of any fees paid.
Start Free & File Free: Eligible filers can start and complete a federal return at no charge using our Free Edition. Additional forms, features, and state returns may incur additional costs. Charges apply only when you decide to file or print your return.
Pricing & Editions: Pricing is determined at the time of payment, print, or e-file. Offers and discounts may change without notice. Sales tax may apply.
Exceptional Customer Support: TaxWallet support agents are trained to provide platform assistance. While they do not offer personal tax advice, they ensure your experience remains efficient and secure.
All-Inclusive Bundle: TaxWallet’s all-inclusive package combines features like Refund Transfer, mobile document uploads, built-in e-signatures, and priority support into one convenient and discounted bundle. Eligibility and participation are subject to approval.
Audit Defense: Audit defense is provided via our partner, Tax Protection Plus™, and covers IRS correspondence and audit representation for qualifying filings. Not all tax situations are eligible. This is not an insurance policy. Subject to the provider’s terms and conditions.
Secure Technology & Data Practices:
We do not sell or share personal data with third parties for advertising purposes.
All data is encrypted using modern standards.
Our technology stack and systems are proprietary and operated solely by TaxWallet Inc.
We comply with all state and federal data protection regulations.
Banking & Financial Partners: All of TaxWallet’s banking partners are FDIC-insured institutions. If eligible, you may receive refund advances up to $7,000 and ERO loans based on rate approval. Services are subject to terms and underwriting requirements.
E-File Concierge: TaxWallet offers e-file concierge support for real-time assistance on IRS or state filing acknowledgements. Phone or messaging-based notifications are provided using the contact information in your account.
Refer-A-Friend: Earn for every completed referral who files with TaxWallet. As your referrals grow, your rewards increase. There is no cap—rewards scale with each returning season that your referrals continue to file with TaxWallet. Terms apply.
Trademark Notice: TaxWallet™ is a registered brand of TaxWallet, Inc. All trademarks not owned by TaxWallet, Inc. that appear within our site or products belong to their respective owners and are not affiliated with, endorsed by, or sponsored by TaxWallet, Inc.
Proven Platform: Over 100 thousand tax returns have been filed securely using the TaxWallet platform and our proprietary software technology since 2023.
Refund Amounts: Refund examples provided are illustrative. Your actual refund amount may vary depending on your tax situation and IRS processing. Average refund data is based on IRS publications.
Legal & Compliance: All services are subject to our Terms of Service, Privacy Policy, and applicable federal and state law. Our systems are regularly audited for compliance and undergo security reviews.
For more information, visit [https://www.taxwallet.ai/terms-of-service] or contact support.
Discover what TaxWallet can do for you—check out our Products page and explore our Features to simplify your tax life.
Want to know more? Learn about us and see how we protect your data in our Security Center.
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