Work Smarter. Not Longer. Freelancers
TaxWallet helps single-preparer offices automate client requests, collect documents, track return progress, and stay organized — without adding extra work.
Trusted by solo tax preparers nationwide
Why Freelancers Choose TaxWallet
Automation and organization built for solo preparers — so you stay ahead, even during peak season.
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Stop chasing clients manually
Smart automation handles follow-ups for you — missing-item reminders, upload prompts, and status updates sent at the perfect time.
Work from one clean, organized workspace
No more switching between email, texts, PDFs, screenshots, or drive folders. Everything you need lives in one structured online hub.
Know exactly where every return stands
A real-time timeline shows what’s received, what’s missing, and what needs your attention — with zero spreadsheets.
Deliver a more polished client experience
Clients upload files, sign documents, check status, and chat securely — giving you a professional presence without extra effort.
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A clearer process
Every step your clients take is visible, organized, and easy to follow — no training, no confusion.
Everything You Can Achieve
Increase efficiency, reduce follow-ups, and scale your workflow — all as a solo preparer.
Start Today →The core to your solo journey
A cinematic deep-dive into the tools that keep your freelance tax practice fast, organized, and client-ready.
Collect Everything Automatically
Stop chasing clients for documents. TaxWallet sends smart reminders, missing-item prompts, and upload confirmations — keeping your workflow moving without constant follow-ups.
Stay Fully Organized Without the Chaos
Every client gets a clean timeline showing uploads, signatures, messages, and return status — so you always know exactly where things stand, even during peak season.
Deliver a Professional, Modern Client Experience
Clients can upload documents, sign digitally, chat securely, and track progress from their phone — giving you big-firm polish, even as a solo preparer.
A Complete Platform Built for Solo Preparers
Everything you need to run a modern, efficient tax practice — without extra apps, clutter, or complexity.
Document Collection
Clients upload W-2s, IDs, 1099s, and more — all automatically organized in your dashboard.
Client Messaging Hub
Every conversation stays structured with timestamps, attachments, and read receipts built in.
E-Signatures
Secure, IRS-compliant signing that works on any device — no separate software required.
Smart Reminders
Missing items, approvals, and follow-ups automatically triggered at the perfect moment.
E-File Monitoring
Track federal and state e-file statuses in real time — no manual checking or extra portals.
Mobile App for Clients
Clients can upload docs, sign, message you, and check their return status from anywhere.
Start Your Solo Journey Today
Join thousands of tax professionals using TaxWallet to streamline their workflow, organize clients, and eliminate operational chaos.