Build on tax infrastructure that already ships.
Banks and financial institutions, software vendors, ERO networks, and the influencers who reach tax professionals — each has a track here. Refund products, white-label brands, plug-in integrations, and API access, on infrastructure already proven across 50+ offices and 30,000+ accepted returns.
Become a PartnerFour ways to partner
Pick the one that fits how you reach tax professionals — or combine them.
ERO partner program
Bring your offices onto one platform with roll-up reporting, centralized billing, and per-office permissions. Built for networks that need to see every location at once.
- Multi-office roll-ups under one tenant
- Centralized billing across locations
- Standardized intake for new offices
Refund products & banking
Offer refund advances up to $7,500 and bank-product fundings through multi-bank routing — so disbursements keep clearing even when one partner is slow or full.
- Refund advances up to $7,500
- Multi-bank refund routing
- Bank-product attach and funding
White-label
Run the platform under your own brand. Three white-label brands already ship from one codebase — your logo, your domain, our infrastructure underneath.
- Your brand, domain, and look
- Same filing engine and uptime
- No separate stack to maintain
Software vendors & API partners
Connect your product to filing, payments, and tax data through six API services — and plug in alongside the tax software offices already run, instead of asking them to rip it out. The same infrastructure runs our own brands in production today; partner access is granted on approval.
- Six API services to build against
- Works alongside existing tax software
- Webhooks for real-time status
Why partner with TaxWallet
Established 2022, in production every filing season since.
Proven at volume
30k+ returns accepted last season at a 98% IRS acceptance rate across 50+ offices. You are partnering with shipped, load-bearing software.
SOC 2-aligned
Encryption, access controls, and audit logging are built in — with a SOC 2 audit on the roadmap. Your clients and ours are protected.
Direct, not bureaucratic
No channel maze. You work with the team that builds the product — decisions happen fast and partnerships get real attention.
One codebase. Three brands. Yours could be next.
The same filing engine and infrastructure already ship under three names — proof a white-label launch is a configuration, not a rebuild.
TaxWallet
The platform in its own colors — filing, banking products, payments, and reporting for offices that want the full stack out of the box.
White-label partner
A live office brand running the same engine under its own name and domain — proof the brand on the outside is yours to choose without rebuilding anything underneath. (Named under NDA.)
Service-bureau network
A shared brand across many EROs, with roll-up reporting and downstream offices that inherit a standardized intake. (Named under NDA.)
Your logo, your domain, the same engine already proven at a 98% IRS acceptance rate, season after season. No separate stack for you to build or keep alive.
The downstream ERO model your network, your economics
White-label partners and office networks don’t just resell a login — they build a book of business on infrastructure that scales with them.
Bring your downstream offices
Sign offices under your brand and onboard them onto one tenant. Every location you add files on the same engine you do — no per-office migration.
Share in the volume
As your network files, you participate in the economics of the returns flowing through it. The more offices you bring on, the more there is to share.
One bill, many locations
Centralized billing across the network and roll-up reporting on every office mean you see — and control — the whole operation from one place.
Exact revenue-share terms depend on your model and volume — we build the schedule with you, not from a rate card.
What partners get — and how it starts
Everything on the platform, under your name, with a path from first conversation to a network that files.
What you get
- Your brand on a production filing platform
- Six API services and real-time webhooks
- Refund advances up to $7,500 and multi-bank routing
- Roll-up reporting across every downstream office
- A standardized, compliant intake for new locations
- A direct line to the team that builds the product
Scope the partnership
Tell us how you reach tax professionals and what you want to brand or build. We map it to one or more tracks.
Stand up your brand
Your logo, domain, and look go live on the same engine — no separate stack to construct or maintain.
Onboard your network
Downstream offices inherit a standardized intake, so each new location is a setup, not a migration.
Grow on shared rails
As your offices file, you see every location in one place and share in the volume flowing through your brand.
Let’s find the right partnership.
Tell us how you reach tax professionals and what you want to build. You will hear back from the team that runs the platform — not a queue.