A one-person office that runs like a firm.
When you're the preparer, the front desk, and the collections department, the busywork is the bottleneck. TaxWallet automates the chasing, signing, and status updates — so the only thing left on your plate is preparing returns. Big-firm polish, zero added overhead.
37
Active clients
0
Calls to make
98%
Accepted
Reminder sent for you
“Okafor, D. · missing 1099”
What one preparer can run on
Follow-up calls you make manually
Refund advances available, up to
IRS acceptance rate
Login for your entire practice
The solo preparer's reality
The work isn't the hard part. The busywork is.
You didn't go solo to spend your evenings texting clients for a missing 1099. The thing that caps a one-person practice isn't preparation speed — it's everything around it.
You chase every client by hand — texts, calls, emails — and still lose returns to documents that never arrive.
Automated reminders chase for you, by app and SMS, until every missing W-2, 1099, and signature is in.
Your client files live across email attachments, screenshots, a drive folder, and your phone — and you do the sorting.
Every document lands in the right client file automatically, in one structured workspace you can search in seconds.
You can't offer refund advances or bank products, so clients with cash-flow needs go to the bigger office down the street.
You offer refund advances up to $7,500 and bank products — and earn a rebate on each completed one.
Clients expect a polished, app-based experience you can’t give them alone, so you look smaller than the work you do.
Clients upload, sign, message, and track their refund from a branded mobile app — big-firm polish, run by one person.
A day in your solo practice
You do the returns. It does the rest.
This is one ordinary day in a one-person office running on TaxWallet. The follow-ups, uploads, signatures, filings, and status updates happen around you — so the only thing left on your plate is the work you actually trained for.
Sends 4 missing-document reminders before you open your laptop.
Martinez uploads her W-2 and ID — auto-sorted into her file.
Okafor e-signs his return from his phone. No printer, no scan.
You prepare three returns, uninterrupted — no chasing, no calls.
Files two accepted returns and pushes status updates to clients.
Queues tomorrow’s reminders and surfaces what needs your attention.
Illustrative day — names and timings are examples, not real clients.
Your entire practice, one workspace
Everything a firm has. None of the headcount.
No stitched-together stack of apps. Document collection, signing, messaging, e-file, payments, and bank products live in one place built for a single preparer.
Automatic document collection
Clients upload W-2s, 1099s, IDs, and prior returns from their phone — auto-organized into the right file, no email attachments to wrangle.
Reminders that chase for you
Missing-item detection fires app and SMS nudges at the right moment, so you never send another “did you get my text?” again.
IRS-compliant e-signature
Clients approve and sign from any device. No printing, no scanning, no in-person trip — signed in seconds.
Secure client messaging
Every conversation in one timestamped thread with read receipts and attachments — no more digging through SMS and email.
Live e-file monitoring
Track federal and state acceptance for every client in one view, with rejection reasons surfaced immediately. No IRS portal hopping.
Bank products & advances
Offer refund transfers, advances up to $7,500, prepaid cards, and in-office checks — and earn a funding fee on every completed product.
The same backbone the big offices use
Solo on the front. Enterprise underneath.
You run the practice alone, but you're not on alone-grade infrastructure. The platform behind your one-person office is the same one that files for 50+ offices.
SOC 2-aligned
Encryption, access controls, and audit logging protect every client document by default — not as an upgrade.
IRS-authorized e-file
Your returns file through the same authorized pipeline with a 98% acceptance rate across the platform.
Client mobile app
A polished iOS and Android experience for your clients — upload, sign, message, and track, all branded to you.
Real bank partners
Refund advances and disbursements run on the same banking rails behind thousands of fundings — available to a solo office.
Established 2022 · 50+ offices on the platform · 30,000+ returns accepted last season · 98% IRS acceptance.
Run your whole practice. Keep your whole evening.
Every hour you spend chasing documents is an hour you're not preparing returns or signing new clients. Let the platform do the busywork — and run a one-person office that punches like a firm.
No setup fee · No per-seat charge · Bank products included · SOC 2-aligned