Not a CRM. Your tax office's operating system.
One platform runs the whole office — every client from a lead to a filed, funded, paid return, with AI, scheduling, payments, and real-time IRS status built in. Solo practice to 20+ offices. 50+ offices run on it today.
Card moved itself
Documents in → In prep
Not a CRM
One platform runs the entire office — not five tools duct-taped together.
Every module below is one login, one bill, one record per client — from a lead to a filed, funded, paid return.
The pipeline
Lead to filed return,
in one workflow.
Every client is a card on a Kanban board. As the work happens — documents arrive, the return is prepped, the fee clears — the card moves. Nobody updates a spreadsheet.
Lead
A campaign click, a referral, or a walk-in lands here automatically.
Contacted
Reach out by text or email from inside the record. Every touch is logged.
Documents in
Client uploads W-2s and IDs through the app. The card moves itself.
In prep
The return builds from their documents — e-File Pro is the same platform.
Filed & paid
Return accepted, fee collected, bank product funded. Card hits "done".
The dashboard
Your whole season on one board
Open the CRM and the entire practice is visible at a glance — who's a lead, who's waiting on documents, who filed, and what the office earned this week.
Kanban board
Lead → Contacted → Documents in → In prep → Filed & paid. Cards auto-advance as activity happens.
Live KPI header
Returns filed, fees collected, and where clients stall — refreshed in real time, no export.
Stall alerts
A client stuck in a stage too long surfaces to the front so nobody falls through the cracks.
AI, wired into the return
Justin doesn’t answer FAQs.
He reads the return.
Not a support bubble bolted on the corner. Justin runs on your data, inside your secured tenant — reviewing real returns, pulling structured fields off uploaded documents, and answering clients in their own language.
- AI return review — flags missing forms & credits before you file
- Structured extraction (slot-filling) straight off uploaded W-2s & 1099s
- Secure refund lookups, scoped to your organization
- Answers leads & clients in English, Spanish, French & Haitian Creole
Justin
AI assistant · in-tenant
Return review · Martinez, L. · 2024 1040
- Missing 1099-INT — bank interest not attached
- Likely EIC-eligible — dependents + AGI in range
- W-2 wages match employer copy
Real-time, not refresh
The board updates itself the moment the IRS does.
Acceptances, rejections, new leads, and chats push to every preparer's screen live — powered by a realtime hub, so nobody hits refresh to find out what happened.
Live IRS accept / reject
The second the IRS responds, the card moves and the dashboard reflects it — no polling, no manual status checks.
No refresh, ever
Leads, appointments, messages, and filings stream in. What one preparer does, the whole office sees instantly.
Every preparer in sync
One shared source of truth across desks and offices — no “which spreadsheet is current?”
Push the instant it changes
Stall alerts and status changes surface to the front so nothing sits unnoticed at peak season.
Appointments built in
A calendar that lives where the clients do.
Month, week, and day views with a public booking link — scheduling isn't a separate app, it's part of the same record.
Month / week / day
A full calendar with a header popover that shows this week at a glance.
Drag to move & resize
Reschedule by dragging; invite team, office, or external guests to any slot.
Public booking link
Clients self-book from a link — the appointment lands on their client card automatically.
Conflict alerts
Double-books surface before they happen, across every preparer.
Automatic email invites
Confirmations and calendar invites go out without anyone lifting a finger.
Live across the office
A booking on one screen appears on every screen in real time.
Leads · texts · calls
Every conversation in one thread — and back on the board.
A leads directory, two-way SMS per lead, and a built-in dialer. Campaign clicks and replies become tracked client cards — no list exports, no copy-paste.
Two-way SMS threads
Text a lead or client from inside the record; the whole thread is logged on the card.
Built-in phone dialer
Call from the platform — no separate softphone, no swivel-chair between apps.
Missed-call surfacing
Missed calls float to the front so no lead goes cold at the busiest time of year.
Campaign clicks → cards
Email/SMS blasts to past clients and cold leads; clicks and replies land in the pipeline as new cards.
Modern & compliant
Get paid at the desk — or from a link, on any phone.
QuickPay secure pay-links, every modern payment method, and bank products in the same flow — with raw card data that never touches your office.
QuickPay pay-links
Send a secure link; the client pays by card, bank, or wallet — reconciled to the return that generated it.
Apple Pay & Google Pay
One tap on the phone they already carry — no card entry, higher completion.
Split a payment
Cover a balance across two methods — part card, part refund — in a single flow.
PCI-compliant tokenization
Card data is tokenized and never stored by your office. PCI scope stays off your desk.
Bank products & advances up to $7,500
Refund transfers and advances on the same board, with the fee collected in-flow.
Fee collected automatically
When the return is accepted the charge fires — card on file, from the refund, or ACH.
Reporting & growth
Reports that run the business — and a Sales Cockpit to grow it.
An export-ready reports suite plus a management-only cockpit for revenue projection, dormant-client winback, and deal tracking.
Revenue per office + projection
See revenue by office with a projection studio to model the rest of the season.
E-file distribution
Where returns land — accepted, needs review, rejected — across the network.
Office health score
A single read on how each location is performing, season over season.
Rejection & retry tracking
Every reject with its reason code, tracked through to a successful retransmit.
Sales Cockpit
Revenue projection, a winback queue for dormant clients, a deal pipeline, and call scripts.
Referral tracking
Who sends you clients, and what those referrals are worth — export-ready.
Solo to 20+ offices
One system runs a solo shop and a network.
Per-preparer and per-office pipeline views with network-wide roll-up reporting — 50+ offices run on it today.
Per-office pipeline views
Each location gets its own board; owners see them all.
Network roll-up reporting
Returns filed and revenue rolled up across every office in one view.
EFIN validation
EFINs validated at enroll and renewal so the office is always compliant to transmit.
Roles & permissions
Preparer, reviewer, ERO, and admin roles — access scoped to the right clients.
Service-bureau tiers
Run your own brand and sub-offices with tiered pricing and an office directory.
Office directory
Find any office, any preparer, any client across the whole operation.
Built for tax data
Client PII is encrypted — never stored in plaintext.
The compliance that a tax office is required to have is built into the platform, not left to your desk.
Why offices switch
A generic CRM tracks contacts.
Ours runs the office.
HubSpot and Salesforce were built to sell software, not to move a taxpayer from a W-2 to an accepted return. This board runs the whole office and connects straight to filing — the software you already file in, or e-File Pro when you’re ready.
Martinez, Luis
Client since 2021 · 4th return
Card moved itself
W-2 arrived → Documents in
50+
Tax offices on platform
30,000+
Returns accepted last season
98%
IRS acceptance rate
1
System — pipeline + filing
The honest comparison
Why TaxWallet is the strongest.
A generic CRM tracks contacts. A CRM bolted onto tax software makes you run two systems. TaxWallet is one.
| Capability | Generic CRM | CRM + bolt-on tax software | TaxWallet |
|---|---|---|---|
| Knows what a tax return is | two systems | built for tax returns, wired to filing | |
| Pipeline auto-advances on filing events | manual | manual sync | card moves when IRS responds |
| Real-time IRS accept / reject on the board | check the other tool | pushes live | |
| AI that reads the return | Justin: review, slot-fill, refund lookup | ||
| Documents → the right client card | email PDFs | manual upload | white-label app auto-files |
| Payments + Apple Pay in-flow | add-on | separate processor | QuickPay, card/Apple/Google, split |
| Bank products / refund advances | separate bank portal | same board, fee in-flow | |
| Appointments + public booking link | add-on | built-in calendar | |
| Two-way SMS + dialer | add-on | built-in | |
| Multi-office roll-up reporting | enterprise tier | export + spreadsheet | per-office + network |
| Compliance for tax data (SOC2/PCI/§7216/GLBA) | generic | split responsibility | built in |
| Tools to stitch · bills to pay | 3–5 | 2–3 | 1 |
Based on 50+ offices running the platform · 30,000+ returns accepted last season.
One search bar
Type an SSN. Land on the return.
Search by SSN, name, email, or phone and jump straight to a client's returns. SSNs are fingerprinted server-side and scoped to your organization — never searchable across the network.
See your pipeline from lead to deposit.
Watch a single client move from a campaign click to an accepted return and a funded bank product — all on one board, in one demo.
50+ offices on platform · 30k+ returns accepted · Filing built in