Many offices. One source of truth.
When you run more than one location, the hard part isn't preparing returns — it's seeing all of them at once. TaxWallet runs every branch under one tenant, with roll-up reporting, centralized billing, and permissions scoped per office.
4
Offices
1,398
Returns
98%
Accepted
Per-office access
Managers see their branch
The multi-office tax
When you add a location, you shouldn't add a spreadsheet.
Most operators grow into a stack of disconnected offices — each with its own login, its own export, its own version of the truth. Adding a branch should make the operation simpler to see, not harder.
You log into a separate system for each location and stitch their exports together in a spreadsheet to see total volume.
Every office rolls up into one live owner dashboard — total returns, acceptance, and revenue, refreshed in real time.
Each branch invoices and reconciles on its own, so closing the books means chasing numbers office by office.
One billing relationship covers the whole operation — the $499 activation and per-filing fees consolidate into a single statement.
A new location means re-creating your intake, re-training staff, and hoping the client experience matches your other offices.
New offices inherit one standardized intake playbook — a setup, not a migration, with the same experience at every branch.
When one office floods at deadline, you can't see who has capacity elsewhere or move work without phone calls.
A live workload view spans every preparer, so you rebalance returns across branches before deadline week becomes a fire.
The roll-up view
Every office, one screen.
Stop stitching together exports from each location. Production, acceptance, and staffing across all branches roll up to a single owner dashboard — refreshed live, not at month-end.
Illustrative roll-up. Your dashboard reflects your offices, your preparers, and your live e-file status.
Platform capabilities
The complete operating layer for your tax practice.
Every workflow your office depends on — centralized, automated, and audit-ready.
Platform capabilities
The complete operating layer for your tax practice.
Every workflow your office depends on — centralized, automated, and audit-ready.
Multi-tenant roll-ups
Production counts, e-file acceptance, refund-product attach, and revenue aggregate across every office into one owner view — live, not month-end.
- One dashboard for every branch, updated in real time
- Drill into a single office or compare all of them
- No exports, no spreadsheets, no manual reconciliation
- Office-vs-office benchmarking on volume and acceptance
Centralized billing
One billing relationship for the whole operation. Season activation and per-filing fees consolidate so you reconcile once, not office by office.
- Single card on file for every location
- $499 season activation + per-filing fees, consolidated
- Charged every Friday for the prior week of accepted returns
- Clean, owner-level statements across branches
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Per-office permissions
Scope every preparer, reviewer, and ERO to the office they belong to. Managers see their branch; you see all branches.
- Preparer, reviewer, ERO, and admin roles per office
- Client-level access restrictions by location
- Branch managers manage their own staff
- Full activity log for compliance across the network
Available — Feb 12
Standardized intake
Define the compliant intake flow once and push it to every location. New offices inherit the playbook instead of inventing their own.
- One intake and document playbook for the whole network
- New locations live without a migration project
- Consistent client experience at every branch
- Bilingual intake, English and Spanish, everywhere
Move staff where they’re needed
Reassign preparers across offices and rebalance workload from the same dashboard when one location spikes at peak season.
- Live workload view across every staff member
- Reassign returns across branches in a click
- Spot the office that needs help before deadline week
- No duplicated effort, no miscommunication
Network-wide reporting
Federal and state e-file acceptance, refund-product performance, and revenue — for every office and the whole network — in one export-ready view.
- Live acceptance status across the entire roster
- Refund-product attach and funding by location
- Exportable reports for compliance reviews
- 98% IRS acceptance across offices last season
Sample Preparer
Assigned clients only
Sample Reviewer
All returns in queue
Sample ERO
Full office view
Sample Admin
Full access + billing
Built for operators at every footprint
From your second location to your fiftieth.
The roll-up model scales the same whether you're opening office number two or operating a franchise network. 50+ offices already run on the platform.
2–4 offices
The growing operator
You just opened a second or third location and you're already drowning in separate dashboards. This is where roll-up reporting pays for itself first.
5–15 offices
The regional ERO
You run a cluster of branches across a metro or state and need office-vs-office benchmarking to know which locations are pulling weight.
15–50 offices
The multi-market network
Standardized intake and centralized billing keep a large footprint consistent — every office files the same way and bills the same way.
Franchise / 50+
The franchise & alliance
Multi-tenant roll-ups and white-label branding let you onboard downstream offices under your name with isolated data and reporting back to you.
The infrastructure under every branch
One operation, one standard of trust.
Every office on the platform runs on the same audit-ready foundation — so scaling locations never means scaling compliance risk.
SOC 2-aligned
Access controls, encryption, and audit logging built into the platform every office shares — not bolted on per branch.
IRS-authorized e-file
Federal and state e-file run through one authorized pipeline with a 98% acceptance rate across all offices last season.
Per-office permissions
Preparers, reviewers, and EROs are scoped to their location, with a full activity log spanning the entire network.
Network-wide audit trail
Exportable e-file and refund-product reports for every office and the whole operation, ready for any compliance review.
Established 2022 · 50+ offices on the platform · 30,000+ returns accepted last season · 98% IRS acceptance.
Stop running your offices in separate windows.
If you're reconciling exports from each location by hand, you're already paying for multi-office software you don't have. See your whole operation on one screen.
50+ offices on platform · Roll-up reporting · Centralized billing · No setup fee