TaxWallet is an all-in-one AI tax platform built for both tax professionals and individual taxpayers. Professionals use it to manage clients, automate e-file workflows, and handle payments. Taxpayers use it to file their own returns online securely in minutes.

Is TaxWallet safe to use?

Yes. TaxWallet uses 256-bit AES encryption, is SOC 2-aligned, and follows IRS Publication 1345 security standards. Your data is never sold or shared.

How much does TaxWallet cost?

Personal federal filing starts at $59.95. Tax extensions start at $29.95. Prior year returns start at $39.95. For tax offices, a season activates for $499, then just $19 per accepted return. No hidden fees.

Can I file if I am self-employed or have 1099 income?

Yes. TaxWallet fully supports 1099-NEC, 1099-MISC, 1099-K, and other self-employment income. SE tax, QBI deductions, and all relevant credits are calculated automatically.

How long does it take to file my taxes with TaxWallet?

Most returns take under 10 minutes. Upload your W-2 or 1099, answer a few questions, and TaxWallet builds your return automatically using AI.

When will I receive my refund?

The IRS typically issues refunds within 10 to 21 days for e-filed returns with direct deposit selected. Paper checks take 6 to 8 weeks.

Does TaxWallet work for tax professionals?

Yes. TaxWallet Pro gives tax firms and preparers a complete operating system — client management, e-file workflows, digital signatures, bank product integrations, and real-time IRS transmission.

Is TaxWallet IRS compliant?

Yes. TaxWallet is an IRS-authorized e-file provider that follows IRS Publication 1345 and GLBA safeguards, running on SOC 2-aligned infrastructure.

The Gazette

Tutorial5 steps1 min

Set up Twilio Voice for your office in 5 minutes

Five steps to wire your Twilio account to TaxWallet Voice — outbound calls + optional inbound routing.

TaxWallet Newsroom

June 8, 2026

TaxWallet Voice rides on your existing Twilio account — no extra bill, no shared phone pool. Setup is genuinely five minutes if you already have a Twilio number.

Grab three values from your Twilio console

Account SID (starts AC...), an API Key SID (starts SK...), and the API Key Secret. If you don't have an API Key yet, create one under Account → API Keys with the Standard permission level.

Open Office Management → Office Directory → your office → Integrations

in the dashboard. Tap "Connect Twilio".

Paste the three values + your outbound caller-ID number

(in E.164 format, e.g. +13055551212). Hit Save. We seal the SID + Secret with the office's integration key before it touches the database.

Test the call

Open any lead with a phone number, tap Call. You should hear the ringback within 2 seconds.

(Optional) Enable inbound

Set the Voice URL on your Twilio number to https://api.jadee.io/Twilio/Inbound?customerId=YOUR_ID and incoming calls will route to whoever's on duty in the dashboard.

If any step fails, the integrations panel shows you which test failed (auth / number lookup / capability check) so you're not flying blind.

#tutorial#twilio#voice#integrations#office

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New offices — enter the code at signup. Stacks with the full platform and pays for itself the first week.

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