One platform. Every way you work.
Whether you prepare returns solo, operate a dozen offices, ship your own branded tax product, or just want to file and get paid — TaxWallet is the infrastructure underneath it. Built by people who have run tax offices for 17 years.
Built on real production volume
Tax offices operating on the platform
Returns accepted last season
IRS acceptance rate
Live API services powering partners
One platform, not seven tools
Stop paying for software that doesn’t talk to itself.
Most tax operations run on a stitched-together stack of five to seven vendors — each with its own login, its own bill, and its own export to reconcile. TaxWallet is the single platform underneath all of it.
The stitched stack
One TaxWallet login
Intake, documents, signing, scheduling, e-file, payments, bank products, and reporting — one platform, one bill, one source of truth across every office.
1
Login
1
Bill
6
API services
Built for how you actually work
Five ways to run on one platform.
A solo preparer and a 50-office network don't need different software — they need the same engine, tuned to their scale. Find the setup built for you.
Solo & freelance
The solo preparer
Automate the chasing, signing, and status updates so a one-person office runs like a firm — with bank products included.
Multi-staff firm
The tax firm
Centralize intake, team roles, e-file, and billing into one audit-ready pipeline that holds under peak-season load.
2–50+ offices
The ERO operator
Roll up every branch into one owner dashboard with centralized billing and per-office permissions.
Enterprise
The white-label partner
Launch your own branded tax platform on proven infrastructure — three brands already ship from one codebase.
For tax offices
Run the practice. Grow the practice.
Money & taxpayers
Get paid faster. Serve clients better.
Tell us how you work. We'll point you to the right setup.
Most offices are running on TaxWallet within a single season — no migration project, no retraining. Talk to the team and see your exact workflow before you commit.
No setup fee · No credit card required · SOC 2-aligned