The operating system
for the tax industry.
Not a website with a tax form bolted on. A deterministic calculation engine, an IRS e-file pipeline, a multi-bank money layer, payments, security, and OCR — owned end to end and held together by a .NET Core backbone through April 15th. Here’s how each layer works.
One stack, owned end to end
in-houseOne platform for the rest of the stack.
The typical tax office stitches together five to seven point vendors around the software it files in — and reconciles between them by hand. TaxWallet consolidates that peripheral stack into one login, one ledger, and one source of truth, alongside the prep software you already use.
- A separate client portal and mobile app
- A separate e-file transmitter login
- A separate bank-product enrollment portal
- A card terminal and a billing spreadsheet
- A standalone OCR / document-capture tool
- A patchwork of SMS, e-sign, and identity tools
The calculation engine, the e-file pipeline, the banking federation, the payments ledger, security, and document intelligence are all the same system. Nothing is re-keyed between tools, and nothing falls between them.
Eight systems. One platform.
Most tax software is a UI on top of someone else’s e-file gateway. TaxWallet owns the stack end to end — the math, the transmission, the banking, the billing, and the servers they run on. Pick any layer and read exactly what it does.
Built for every office that files for a living.
From a solo preparer to a multi-office ERO to a service bureau, the same platform scales with you — and three white-label brands run on it today.
Single preparer
One login replaces the half-dozen vendors a solo office juggles. File, transmit, attach a refund product, and collect your fee without leaving the platform.
Multi-office ERO
Run every location on one tenant with hard data boundaries. Standardize the calculation, the banking rails, and the billing model across the whole operation.
Service bureau
Roll the same engine, banking federation, and billing logic across sub-offices — and build on the same six API services that power it all.
Proven in production, honest about the edges.
Established in 2022 and built on 17 years of founder experience in the tax industry, the platform has accepted 30,000+ returns at a 98% IRS acceptance rate across 50+offices. Federal filing is complete; state income tax is on the roadmap. IRS transmission runs through a licensed transmitter, and we say so. The platform is SOC 2-aligned, with a formal audit on the roadmap — never a certification we don’t hold yet.
See it for yourself
Read the layers, then
watch it run.
Proven across 50+ offices, season after season. Book a demo and we’ll walk you through the engine, the banking federation, and the billing automation on your own returns.