We Are Redefining How the Tax Industry Works
TaxWallet modernizes the way tax professionals operate and how taxpayers engage. Real automation, real-time communication, and bank-level security — unified into a seamless ecosystem for the entire tax experience.
Our Mission, Vision & Promise
The foundation of everything we build.
Mission
To empower the entire tax industry with cutting-edge technology that unifies operations, strengthens relationships, and creates clarity for both tax professionals and taxpayers.
Vision
To become the national standard for tax management in the United States — where technology eliminates complexity and the distance between preparer and client disappears completely.
Total Integration
Your entire tax workflow connected in one unified platform.
24/7 Connectivity
Clients always informed. Professionals always in control.
Bank-Level Security
Trusted infrastructure with uncompromising data protection.
Our Journey
How TaxWallet evolved from concept to industry innovation.
2022 — The Beginning
The frustration was real. Tax professionals were overwhelmed by scattered tools, endless paperwork, and seasonal chaos — while taxpayers struggled to reach their preparers or access documents when they needed them. TaxWallet was born from one mission: bring clarity, connection, and peace of mind to both sides.
2023 — Prototype & Real-World Validation
We partnered with real tax professionals and taxpayers to test early prototypes. Their insights shaped every workflow and feature — ensuring TaxWallet wasn’t just software, but a solution built from the lives of the people who depend on it.
2024 — Full Launch
The first full version of TaxWallet went live — simplifying operations for professionals while giving taxpayers instant access to documents, messages, and support.
2025 — Refinement Through Real Experience
As professionals and taxpayers joined the platform, their real-world feedback became the heartbeat of 2025 — shaping TaxWallet into a smarter, calmer, more reliable system.
2026 — The Big Leap Forward
A new generation of enterprise tools arrives — powered by fully integrated AI that understands your workflow, anticipates your needs, and helps you work with the speed of thought. Deep automations, connected systems, and intelligent client experiences converge to give professionals a level of organization, support, and clarity unlike anything the tax industry has ever seen.
Built on Real Tax Experience — Not Theory
TaxWallet may be modern software, but it's powered by more than 30 years of real tax office experience — the day-to-day challenges, the seasonal pressure, the client expectations, and the responsibility that tax professionals carry every year.
Our foundation comes from JADEE, a team that has spent decades supporting tax preparers and understanding what truly matters: reliable tools, clear communication, and a system that never leaves professionals or taxpayers in the dark.
TaxWallet isn’t just software — it’s the evolution of real tax expertise, shaped by the people who live this industry every single day.
30+ Years
Combined tax industry experience powering the platform
218+
Tax professionals and offices supported nationwide
100k+
Taxpayers served across the country
450k+
Documents securely exchanged through TaxWallet
99.99%
Platform uptime ensuring uninterrupted operations
This is where real experience
meets new possibility.
Where the people who carry the tax industry —
professionals and taxpayers alike
shape the tools that shape their future.
Here, you're not just using a platform — you're redefining how the industry works.
You don’t just join TaxWallet —
you become part of what makes it better.
Meet the Team Behind TaxWallet
The people who’ve lived the challenges — and are building the solutions.
Trusted by Tax Pros. Built for Taxpayers.
Our Commitment to You
You carry the tax industry. Our responsibility is simple —
give you the tools, clarity, and support you deserve.
Uncompromising Security
Every document, message, and workflow is protected with enterprise-grade security and encryption — giving both tax professionals and taxpayers peace of mind at every step.
Clarity in Every Interaction
Taxes are stressful enough — your tools shouldn’t be. We design every experience to be intuitive and transparent, helping professionals and taxpayers move confidently with fewer questions and zero confusion.
Support That Truly Supports
Whether you're preparing taxes, filing them, or trying to understand what comes next, you're never navigating alone. Our team provides real guidance for real people throughout every season.
Technology That Honors Your Expertise
Technology shouldn’t replace people — it should empower them. Our AI enhances the judgment of professionals and brings clarity to taxpayers for smarter, faster, more reliable experiences.
Let’s move your tax work forward — together.
Whether you're a tax professional or taxpayer, our team is here to provide clarity, guidance, and real human support.