The partners
wired in behind it.
TaxWallet isn’t a monolith pretending to do everything alone. Banking, card processing, identity, document intelligence, email, WhatsApp, SMS, calendar scheduling, and IRS transmission each run through specialized partners — integrated into one workflow so your office controls everything from one login.
One workflow, five partners
wired inOne login, control over everything.
Your office never touches the integrations directly. Banking, card processing, identity, OCR, email, WhatsApp, SMS, and even your appointment calendar all run inside one platform — so a single login controls everything instead of a tab for every vendor. Here’s what that’s already worth in the field.
50+
Offices on the platform
Real offices run their whole season on this stack today — not a pilot, not a roadmap. Every integration on this page is already in production behind those doors.
30,000+
Returns accepted by the IRS
Tens of thousands of filings have moved through the same connected workflow your office would use — banking, identity, OCR, and transmission all wired into one pass.
6
Live API services
Six production API services expose the platform’s core — filing, banking, messaging, billing — so every partner and channel plugs into one engine instead of bolting on a sixth tool.
3
White-label brands, one codebase
Three branded products already ship from a single codebase. The integration layer is built to be re-skinned and re-pointed without re-stitching — proof it scales past your office.
Your phone is the master key.
The TaxWallet mobile app doubles as an MFA controller. Every login and every sensitive action across the platform can require a tap on your phone to approve — so you keep control of the office, and of any connected application, from anywhere in the world. Step away from the desk and the office still can’t move without you.
Integrate everything. Control it from one place.
We can wire in merchants, email, WhatsApp, SMS, and your calendar alongside banking, identity, and OCR — described by what each layer does, not by whose logo it carries. The integrations are real; the specific providers are configured behind the scenes.
Banking & Refund Products
FDIC-insured banking sits behind the platform, federated so routing follows the best refund product for each client — settlement and reconciliation stay in the same workflow.
Merchant & Card Processing
Take card and ACH for cash-pay clients right inside the platform. Charges land against the right return and reconcile on the same ledger as everything else — no separate terminal, no separate book.
Identity Verification
Taxpayer identity and document checks run through a dedicated verification provider before a return moves forward — so KYC happens in the flow, not in a second app.
Document Intelligence (OCR)
OCR and document-recognition turn a photographed W-2 or 1099 into structured return data — scan, extract, and the numbers land on the return without re-keying.
Acceptance confirmations, document requests, e-sign links, and receipts go out by email straight from the platform — branded to your office, logged against the client, no separate inbox to manage.
WhatsApp & SMS Messaging
Reach clients where they actually reply — two-way WhatsApp and SMS for status updates, e-sign nudges, and quick questions, all threaded to the return through one messaging gateway.
Calendar & Appointment Scheduling
Let clients book a slot, get a reminder, and show up — appointment scheduling plugs into the same platform so the office runs its calendar where it runs its returns.
E-File Transmitter
A licensed external transmitter holds the direct IRS connection and carries validated submissions the last mile. We’re transparent that this layer is a regulated partner, not us.
It plugs into the office you already run.
The tax engine drops into your office with no hard changes — keep working the way you work today and let banking, payments, and identity run underneath it. Or go as fully digital as you want: turn on email and WhatsApp, take card payments in the room, and run client appointments off the same calendar. You move at your pace, not the software’s.
The connective layer
One workflow replaces the stitched-together stack.
Instead of logging into a dozen portals and re-keying the same client into each, your office works in one platform — banking, payments, identity, OCR, email, messaging, and the calendar all run inside it, controlled from a single login.
- A separate document portal, e-sign tool, and OCR app
- A separate card terminal, bank-product portal, and reconciliation book
- A separate email tool, texting app, and scheduling link
- A separate e-file login and a separate reporting tool — and a password for each
- Documents, payments, banking, OCR, email, WhatsApp, SMS, calendar, and e-file in one flow
- A client is keyed once and follows the whole return through
- Status updates and acceptance confirmations send themselves
- One login controls it all — gated by MFA from your phone, SOC 2-aligned
Build on us — or plug yours in.
Six live API services expose the platform’s core capabilities — filing, submission, banking, messaging, and billing — and already power partners and three white-label brands shipping from one codebase. Building a product that needs a tax engine underneath it? Start with the API. Already make software tax offices love, and want it living inside TaxWallet? We’re built to accept it — bring it and plug right in.
One platform.
Every partner wired in.
See how banking, card processing, identity, OCR, email, WhatsApp, SMS, scheduling, and IRS transmission come together into a single workflow — controlled from one login, gated by MFA from your phone.