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In Development

Get paid without the friction.

We're building a complete billing layer for tax professionals — refund-based fee collection, card payments, outstanding balance tracking, and automated collections — all inside TaxWallet.

What's coming

Refund-based billing

Collect prep fees directly from client refunds — no upfront cost to taxpayers.

Card payment processing

Accept credit and debit payments directly inside the platform.

Invoice management

Generate, send, and track invoices per client or return automatically.

Collections tracking

Full visibility into outstanding balances, payment history, and collections status.

SOC 2 compliant
Bank-level encryption
IRS authorized
2,000+ professionals