Your office. Your brand. Submitted to the stores in 24 hours.
Clients download your app under your name, not ours. They photograph their documents, e-sign, and watch their refund move — and you never build a line of mobile code. It's a branded tax mobile app, shipped for you.
Federal refund
$4,218
Refund status
Live on
App Store
Live on
Play Store
Filing taxes that feels like
sending a text.
Keep scrolling — the same four taps your clients take, from a shoebox of forms to refund in the bank.
Snap a photo. We read it.
Point your camera at a W-2, 1099, or ID. AI pulls every box — no typing, no math.
AI extracted
Your federal refund
$4,218
Form 8879 · IRS e-file authorization
Federal refund
$4,218
Preview the client experience.
Download the TaxWallet app to see exactly what your clients get — document capture, e-sign, and refund tracking. Your branded version ships under your own name.
Built to feel effortless.
Every screen is one job, done in seconds — so anyone can file with confidence.
Good morning, Maria
Federal refund
$4,218
Recent activity
Return accepted
Today
W-2 uploaded
Yesterday
Everything in one tap
Auto-captured
Snap a W-2, we read it
Federal refund
$4,218
On track · arrives Jun 24
Return accepted
Jun 18
Refund approved
Jun 21
Deposit sent
Est. Jun 24
Funds available
Direct deposit
Checking ••••1234
Your number, live
Form 8879
e-file authorization
Taxpayer signature
By signing, you authorize e-filing of your 2025 federal return.
Encrypted · legally binding
E-sign on the glass
Refund approved
2mYour $4,218 refund is on the way.
Document requested
1hPlease upload your 1099-INT.
Message from Maria
3h“You’re all set — nice work!”
Signature reminder
1dForm 8879 is ready to sign.
Alerts to deposit
Good morning, Maria
Federal refund
$4,218
Recent activity
Return accepted
Today
W-2 uploaded
Yesterday
Everything in one tap
Auto-captured
Snap a W-2, we read it
Federal refund
$4,218
On track · arrives Jun 24
Return accepted
Jun 18
Refund approved
Jun 21
Deposit sent
Est. Jun 24
Funds available
Direct deposit
Checking ••••1234
Your number, live
Form 8879
e-file authorization
Taxpayer signature
By signing, you authorize e-filing of your 2025 federal return.
Encrypted · legally binding
E-sign on the glass
Refund approved
2mYour $4,218 refund is on the way.
Document requested
1hPlease upload your 1099-INT.
Message from Maria
3h“You’re all set — nice work!”
Signature reminder
1dForm 8879 is ready to sign.
Alerts to deposit
What's inside the app
A full filing experience in the client's pocket
Not a glorified upload form — a complete client-facing tax workflow, from document capture to a funded refund, that reduces the office's phone time and re-keying to near zero.
OCR autofill of W-2 & 1099
Clients photograph a W-2, 1099-NEC, or 1099-MISC and the app extracts every box into the right IRS field — no typing, no scanner.
1098 & 1095-A read on capture
Mortgage-interest 1098s and Marketplace 1095-A forms are parsed on capture so deductions and premium tax credits flow through automatically.
In-app e-signature
Legally binding e-signature on the return, engagement letter, and bank-product disclosures — signed from the phone, stored with the record.
Refund advances to $7,500
Clients apply for a refund advance up to $7,500 in-app and see the decision in the flow. Any third-party bank fees are low and disclosed up front.
ACH & refund transfers
Refund transfers let the prep fee come out of the refund; direct ACH deposit routes the rest to the client without a check.
Live IRS refund milestones
Push notifications at received, approved, and deposited — so the office stops fielding "where is my refund?" calls.
Document vault
Every prior return, W-2, and IRS acknowledgment stored encrypted and downloadable any time — the office never re-sends a PDF.
Bilingual intake
The client experience runs in English and Spanish so the same app serves the whole client base without a second build.
Biometric unlock
Face ID and fingerprint unlock protect the on-device session; PII is encrypted with AES-256 and never stored in plaintext.
The same pipeline, your brand
One codebase compiles to
any brand on the stores.
Three live apps already ship from a single codebase to the App Store and Play Store. Adding yours is a re-skin, not a rebuild — your icon, your splash screen, your colors, your office name. There is no Apple Developer account to set up and no mobile project to manage.
- Your name in App Store & Play Store search
- Your icon on the client home screen
- Submitted within 24 hours of brand intake
TaxWallet Tax
Finance · Tax filing
From zero to the App Store
Your office. Your brand.
On the stores in 24 hours.
We already run three branded apps from one codebase. Adding yours is a configuration, not a project.
Send us your brand
Your logo, your colors, your office name. That is the whole intake. No SDKs, no developers, no Apple Developer account to wrangle.
We build and submit
The same codebase that ships three brands today gets re-skinned to your brand and submitted to both stores.
Live in 24 hours
Your clients search the App Store and Play Store, find your name, and download your app. Not ours — yours.
Before you ask
The four questions every owner asks
Do I need a developer?
No. There is nothing to build and no SDK to wire up. You send brand assets; we ship the apps from the codebase already running three live brands.
Do I need an Apple Developer account?
No. Submission, review, and store presence run through the same pipeline that already publishes three apps — you never touch a developer console.
Will clients see TaxWallet anywhere?
No. The icon, name, splash, and colors are your office. TaxWallet runs invisibly underneath; the client downloads your brand.
Is my clients’ data safe in the app?
Yes. PII is encrypted with AES-256 at rest and never stored in plaintext, with biometric unlock on the device and audit-logged access on the SOC 2-aligned platform.
Put your brand on the app.
Your clients download a native iOS and Android app under your office name — document capture, e-sign, refund tracking — and you write no mobile code. Configured and submitted to the stores in as little as 24 hours.
3 white-label brands live · submitted in 24 hours · no developer account
The serious part
A real, regulated product — not a demo.
Live and maintained. TaxWallet — Pocket Tax Ally is a production iOS and Android application published by TaxWallet, Inc. on the Apple App Store and Google Play, updated weekly and monitored daily. It is the same platform that powers offices filing real federal and state returns today.
Bank-grade security.Personally identifiable information is encrypted with AES-256 at rest and TLS in transit, protected by biometric device unlock and audit-logged access. The platform is SOC 2-aligned, with a formal third-party audit on the roadmap. TaxWallet is an IRS-authorized e-file provider; returns are validated against current IRS rules before transmission, aligned with IRS Publication 1345 safeguards.
Refund products are optional and bank-issued. Refund transfers and refund advances (up to $7,500) are optional, refund-related products originated and funded by independent, Member-FDIC banking partners — not by TaxWallet. They require e-filing, are subject to identity verification, eligibility, and the bank’s approval, and any fees are set by the bank and disclosed to you in writing before you agree. You can file electronically without applying. Not all applicants qualify; amounts vary.
Apple and App Store are trademarks of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC. All other names and logos are the trademarks of their respective owners; their use does not imply affiliation or endorsement. Figures shown are illustrative and not a guarantee of results. This summary is provided for convenience and does not replace your service agreement or the applicable disclosures. © 2026 TaxWallet, Inc. All rights reserved.