Run your entire tax office
from one platform.
Stop renting your office from 5 to 7 separate vendors. Documents, e-signatures, payments, your client portal, your branded app, and your CRM — one login, one bill, one company that picks up the phone. TaxWallet runs alongside the tax software you already file in and replaces the tangle of tools around it — a stack that costs most offices $500+ a month.
As little as $19 per accepted return · Live in 24 hours · No per-seat fees
The stack you’re already paying for every single month
Most offices stitch together five to seven separate vendors around their tax software to do the job of one platform. Different logins, different invoices, different support lines — and nobody who owns the whole thing when something breaks.
TaxWallet
Everything above, plus the parts those tools never talk to each other about — bank products, multi-office reporting, and fees that collect themselves. It runs alongside the tax software you already file in. One login. One bill. One company on the other end of the phone.
- Works alongside the tax software you already use
- One invoice instead of seven
- One team that owns the whole stack
- Built by people who ran 50+ offices on it
Estimates based on a typical multi-vendor stack of roughly $500/month. Your numbers may run higher once you add per-seat and per-transaction fees.
What you get instead all of it, in one login
Eight things that used to be eight subscriptions. Built to work together because they were built by the same people, on purpose.
Filing engine
File federal and every state right here — 1040, Schedules A through F, 1120, 1120-S, 1065 — validated against IRS rules before anything transmits. Or keep filing in the software you use today and run everything else on TaxWallet. Returns filed on it clear at a 98% IRS acceptance rate.
Document management with OCR
Clients snap a photo of a W-2 or 1099 and the numbers land in the right fields. Everything is stored, searchable, and tied to the return — no shared drive, no email attachments to lose.
E-signatures
Legally binding signatures collected in-platform. 8879, engagement letters, consent forms — sent, signed, and filed against the return without a separate signing tool or a printer.
Payments
Take cards and ACH, or attach a bank product and collect your fee straight out of the refund. Money moves through the same system that filed the return, so reconciliation is automatic.
Client portal
A white-labeled portal under your brand where clients upload, e-sign, pay, and track status. They never see the word TaxWallet. They see your office.
Mobile app
Your office, in the app stores, under your name and logo — typically live within 24 hours. Clients download your app, not a generic one. Push notifications go out from you.
Multi-office management
Run 1 location or 50+ from a single account. Permission preparers, route returns, set office-level fees, and see who is doing what without logging into seven different systems.
Real-time reporting
Returns accepted, fees collected, refunds out the door, advances funded — live, by office and by preparer. The same dashboard behind the 30,000+ returns accepted last season.
See your whole office on one screen.
Returns, acceptance, the filings pipeline, payments, and live activity — every branch rolling up into one real-time view. This is the operations center your team runs on.
Good morning
Here’s your office today
Returns accepted
0
+12%
IRS acceptance
0%
+1.2%
Active clients
0
+8%
Filings pipeline
Filings this season
Live activity
Recent returns
Product preview · sample data for illustration
Your fees, collected automatically
The job of your office is to file returns, not to run after invoices. So we built collection into the platform. Cash clients pay you. Refund clients pay you. Either way, you get paid.
Card on file
Cash clients pay by card the moment the return is accepted. No invoice to chase, no "I’ll bring it next week."
Bank-product attach
Refund clients have your fee deducted from their refund automatically. They walk out owing nothing up front. You still get paid in full.
ACH from refund
When the refund settles, your fee routes to you and the rest goes to the client. The split happens on its own.
How a fee gets to you
No manual reconciliation, no spreadsheet, no end-of-day deposit run. The platform that filed the return is the platform that collects on it.
Pricing that scales with returns, not seats
No per-user fees. No tiers to outgrow. You pay to turn the season on, then as little as $19 per accepted return — card on file, charged every Friday.
Season activation
Turns the platform on for the season — every office, every preparer, every feature.
Per accepted return
As little as $19 per accepted return. No accept, no charge.
Per corporate return
Business returns price at a flat $29.95 each.
Lock 2026 pricing for 2027
Put down a $500 deposit by September 1, 2026 and your per-return rate is grandfathered into next season — no matter where pricing goes.
We do the work.
Switching platforms mid-business is the thing that scares every office owner, and they are right to be scared — most migrations are a nightmare you run yourself at 11pm. That is not how this goes. You hand us what you have, and we do the moving. You keep the tax software you file in and your staff keep the workflow they know — TaxWallet wraps around both.
We have onboarded offices on it ourselves since 2022. We know exactly what breaks and we handle it before you ever see it.
Send us what you have
Your client list, prior-year data, your logo. That is the whole ask from your side.
We move it
We import your clients, stand up your branded portal, and submit your mobile app to the stores. You do not touch a config screen.
You log in and file
Typically within 24 hours your office is live — same clients, your branding, one platform. We are on the phone the whole way.
Offices already running it in their own words
Real owners, real offices. Here is what they say after adding it to their workflow.
“I was paying for five different tools and none of them talked to each other. Now it is one login and my clients see my brand the whole way through. The portal alone changed how my office runs.”
Yohanny Caceres
Insuland Brokerage & Tax Services
“My clients pull up my app, upload their documents, and I file. Fees come out of the refund automatically, so I am not chasing anybody for money anymore. It just collects.”
Ysael De la Cruz
De La Cruz Travel
“As a CPA I am careful about what I put my name on. The filing engine is solid, the reporting is real, and when I call support an actual person who knows the platform answers. That is rare.”
Jesse Gomez, CPA
Gomez & Gomez Business
See it run your office.
Thirty minutes, a real demo, your questions answered by someone who has filed thousands of returns on this platform. Then you decide.