Meet Justin: The AI Assistant Built Into Your Tax Office

An assistant that actually helps

Justin is TaxWallet's built-in AI assistant. He's not a gimmick — he's wired into your real data and workflows to take routine work off your team's plate.

What Justin does

• Answers client questions about their return, refund status, and next steps.
• Helps start returns by collecting and organizing the information a client provides.
• Looks up refunds securely by verified identity.
• Handles prospecting — greeting new leads, answering enrollment questions, and routing serious prospects to you.
• Speaks your clients' language — English, Spanish, French, and more.

Why it matters during the rush

In peak season, every minute your team spends on a repetitive question is a minute not spent preparing returns. Justin absorbs that load so your preparers stay focused on billable work.

Built with security first

Justin only surfaces sensitive information after identity is verified, and everything runs inside your secured environment. Your clients' data stays protected.

Justin is live in your dashboard now. Say hello.