File Extension — April 15
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In Development

Banking built into the tax experience.

A full overview of TaxWallet's banking integrations is coming — covering how refund transfers, ERO advances, prepaid disbursements, and secure money movement connect directly to the filing workflow.

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What's coming

Bank-level security

256-bit encryption and SOC 2 Type II controls across all money movement.

Refund disbursement rails

Direct deposit, prepaid card, and check disbursement through certified banking partners.

ERO advance funding

Working capital advances for tax offices funded through integrated banking partners.

Certified banking partners

All banking products delivered through FDIC-insured, IRS-approved institutions.

SOC 2 compliant
Bank-level encryption
IRS authorized
2,000+ professionals