What's New in TaxWallet for the 2026 Tax Year
From Apple Pay checkout to the Justin AI assistant, a full reporting suite, real-time e-file acknowledgments, and an appointments calendar — here's everything new in TaxWallet this season.
TaxWallet Newsroom
August 28, 2026
Built from your feedback
This season's release is the biggest yet, and almost every feature came from real offices asking for it. Here's what's new.
Justin — your AI assistant
Justin is built into your dashboard to answer client questions, help start returns, look up refunds, and handle routine prospecting so your team can focus on preparing returns. He speaks multiple languages and works right inside the CRM.
A complete reporting suite
Run your office by the numbers with a full library of reports — revenue per office, e-file distribution, office health score, rejection & retry tracking, referral tracking, season comparisons, and more. Every report is filterable and export-ready.
Real-time e-file acknowledgments
When the IRS acknowledges a return, you see it the moment it happens — no refreshing, no waiting. Accepts and rejects push straight to your dashboard.
Modern payments — including Apple Pay
Collect preparation fees and invoices with card, Apple Pay, or Google Pay through QuickPay. Clients can even split a payment across two methods. Fees settle fast and securely.
Appointments calendar
Schedule clients with a full month/week/day calendar — drag to move, invite your team, send email invites, and get conflict alerts automatically.
Log in and take the tour. Every feature here is live now.