The whole tax office, one platform.
Filing, branded mobile, and client management used to mean three vendors and three logins. TaxWallet rebuilt them as one tax office software suite that runs your practice from first lead to accepted return.
e-File Pro
Filing engine
Mobile Apps
Your brand on the stores
CRM
Lead to filed return
50+
Offices
30k+
Returns
98%
Accepted
One workflow
Lead to accepted return
One record, not three tools
The whole suite shares
one client record.
Most tax offices run a filing tool, an app builder, and a CRM that never speak. On TaxWallet the three products are one platform — the same client moves from a campaign click to an accepted return to a funded refund without a single re-key.
Step 1
CRM
Lead captured
Step 2
Branded app
Documents in
Step 3
e-File Pro
Return transmitted
Step 4
Bank product
Refund funded
Who it's for
One suite that grows with the office
A solo preparer and a multi-state network run the exact same platform. The difference is which capabilities are switched on — never which vendor you call.
The solo preparer
Run the same platform a 20-office network runs — branded app included — without hiring a developer or juggling vendors. Start with e-File Pro and switch on the app and CRM as you grow.
The growing multi-office
Roll-up reporting, per-office permissions, and centralized billing turn a second, fifth, or fifteenth location into a setting — not a migration. 50+ offices already run this way.
The ERO network & franchise
White-label the apps and portal under your own brand and resell the whole platform. Three brands ship from one codebase today; yours could be the fourth.
The economics
Three products. One bill. No per-seat games.
Stitching together a filing tool, an app, and a CRM usually means three contracts and three monthly invoices. TaxWallet is one season activation plus a fee on each accepted return — billed for the prior week of accepted returns, every Friday.
Season activation
One flat fee to open the season — covers filing, the branded app, and the CRM together.
Per accepted filing
Federal plus one state counts as a single filing. You only pay when the IRS accepts.
Per corporate return
Business returns priced transparently, billed on the same accepted-return basis.
Friday billing on accepted returns means you collect from the client before TaxWallet bills you — your cash flow funds your software, not the other way around.
Why offices trust it
The platform behind 50+ tax offices
Built in production, since 2022
Not a roadmap deck. The suite has run live tax offices every filing season since the company was founded on 17 years of tax-industry experience.
30,000+ returns accepted
Real transmission volume at a 98% IRS acceptance rate across an IRS-authorized e-file path.
SOC 2-aligned & encrypted
Client PII is encrypted with AES-256 at rest and never stored in plaintext, with audit-logged access on every record.
Run your whole office from one place.
Stop stitching together a filing tool, an app builder, and a CRM. See how e-File Pro, your branded app, and the CRM fit into one workflow built for tax offices.
50+ offices on platform · 30k+ returns accepted · No setup fee