Get started with TaxWallet — for tax professionals and taxpayers
Your refund,
filed and tracked
from your phone.
Upload your documents, answer a few questions, and TaxWallet builds your return automatically — no tax knowledge required.
Plug into your existing filing flow · No hidden fees · IRS-compliant
Run your
entire practice
from one place.
Configure your office, add your team, and file — most offices are live within a day. $499 to activate, then $19 per accepted return.
No setup fee · No per-seat charges · No annual lock-in
Your refund,
filed and tracked
from your phone.
Upload your documents, answer a few questions, and TaxWallet builds your return automatically — no tax knowledge required.
Plug into your existing filing flow · No hidden fees · IRS-compliant
What happens next
Onboarding a tax office onto the platform, step by step.
Tell us about your office
Book a demo or create an account. We learn your volume, your team, and what you run today — so onboarding fits your office, not a template.
We configure your tenant
Your office, preparers, and refund-product setup get stood up. New offices inherit a standardized, compliant intake playbook. (Custom branding is available on request.)
Your team gets trained
Preparers and reviewers learn the workflow before the first return walks in. No guessing during the rush.
You file — and bill clears weekly
Accept returns and transmit. Billing consolidates: the season activation plus per-filing fees, charged every Friday for the prior week of accepted returns.
Everything is on from day one
No add-on tiers to unlock the parts that matter. The full platform comes standard with your season activation.
One login, one bill, one company on the other end of the phone — replacing the five-to-seven vendor stack most offices stitch together.
Simple, seasonal pricing
$499 activates your office for the season, then $19 per accepted client filing. No setup fee, no per-seat charges, no annual lock-in. Cash and refund clients price the same.
See the full breakdown on the pricing page.
Switching is a setup, not a leap
The questions every office asks before they move — answered before you ask them.
Onboard before opening day
We configure and train early-access offices ahead of the season, so you are live before the first return walks in — never scrambling mid-rush.
A setup, not a migration
New offices inherit a standardized, compliant intake playbook. Adding your office is a configuration on proven rails, not a months-long data project.
Proven where it counts
30,000+ returns accepted last season at a 98% IRS acceptance rate across 50+ offices. You are switching onto load-bearing software, not a pilot.
Built for the people
who can’t afford mistakes.
Whether you manage hundreds of clients or you’re filing for the first time — TaxWallet is engineered to protect, guide, and deliver.
Your data is yours — full stop.
Every piece of information you enter — SSNs, income, documents — is encrypted, never sold, and never shared. You control what's stored and who can access it.
For Pros
Client data stays fully isolated per firm, per EFIN.
For Filers
Your return is visible only to you and anyone you authorize.
From first document to final confirmation.
TaxWallet guides every step — from uploading your first document to receiving IRS acknowledgment. No gaps, no confusion, no starting over.
For Pros
Manage intake, prep, review, and transmission in one place.
For Filers
Answer questions, upload docs, and track your return live.
Built to get it right the first time.
Every return is validated against current IRS rules before transmission. Errors are caught and flagged internally — not by the IRS weeks later.
For Pros
Clean submissions protect your EFIN and client relationships.
For Filers
No surprise letters, no amended returns, no penalties.
Ready to file smarter?
Create your account.
Whether you’re a tax professional or filing your own return — it takes less than 2 minutes to get started. No credit card required.
You’ll choose your account type on the next step