Your tax office, operating at scale.
TaxWallet is the enterprise practice management platform for modern tax firms — centralizing client intake, document workflows, team coordination, e-file tracking, and banking products into one audit-ready system. No migration. No retraining. Immediate results.
2,000+ tax professionals · SOC 2 compliant · No setup fee
Four structural advantages for high-volume tax practices.
TaxWallet consolidates every client-facing and back-office workflow into one audit-ready platform — from intake to e-file, from team assignment to refund disbursement.
Request Sent
Files Uploaded
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Client-grade experience. Zero additional overhead.
Clients upload documents, execute signatures, and track return status through a single mobile interface. Your staff stops chasing paper and starts preparing returns.
Workflows that hold under peak-season pressure.
Automated reminders, real-time client timelines, and full activity logs keep your firm operating predictably — even when Q1 caseload peaks.
Scheduling embedded directly in the compliance flow.
Appointment booking, document upload, and task completion are unified. Clients move through intake without friction. Your calendar manages itself.
Additive integration — not a platform migration.
TaxWallet layers over the software your team already uses. No retraining. No disruption. Immediate operational lift across communication, scheduling, and automation.
Request Sent
Files Uploaded
In Review
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A fast, guided process
Every step is visible, time-stamped, and audit-ready — no training required, no client confusion.
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.
Document Collection & Management
Every document your client needs to submit — W-2s, 1099s, prior returns, signatures — collected in one structured portal. No email attachments. No follow-up calls. No missing files at deadline.
- Client uploads via mobile app or web — no account required
- E-signature built in — forms signed in seconds
- Automatic status tracking per document type
- Full audit trail with timestamps on every action
Client Messaging Hub
Every client conversation in one place — organized by account, timestamped, and read-receipted. No more digging through email threads or SMS chains to find what was said and when.
- Two-way messaging with full conversation history
- Read receipts and delivery confirmations
- Compliant message logging for audit purposes
- Attach documents or requests directly in thread
Thomas Johnson
Active now · Read receipts on
Hi — do you have my 1099 on file yet?
9:14 AM · Read
Not yet — sending a document request now. You'll get an SMS link.
9:16 AM · Delivered
Got it, uploading now!
9:18 AM · Read
Smart Scheduling
Clients book their own appointments, pick their time slots, and receive automated confirmations — without a single phone call to your office. Your calendar manages itself through peak season.
- Self-service booking with real-time availability
- Automated SMS and email confirmations
- Rescheduling handled without staff intervention
- Integrated with document upload at booking
Available — Feb 12
Workflow Automation
Assign returns to preparers, set review checkpoints, track every handoff. Whether you have 2 staff or 50, everyone operates from the same system — no miscommunication, no duplicated effort.
- Task assignment with due dates and priorities
- Multi-stage review and ERO approval flows
- Real-time workload visibility across all staff
- Automated reminders for overdue tasks
E-File Monitoring
Federal and state acceptance status for every return — in one dashboard. Stop logging into IRS portals or switching between systems to check what's been accepted, rejected, or is still pending.
- Live federal and state e-file status per client
- Rejection alerts with reason codes surfaced immediately
- Bulk status view across your entire client roster
- Exportable e-file reports for compliance reviews
Team Access & Permissions
Role-based access controls built for how tax offices actually work — preparers see their clients, reviewers see their queue, EROs see everything. Secure by default, flexible by design.
- Preparer, Reviewer, ERO, and Admin roles out of the box
- Client-level access restrictions per staff member
- Shared notes and internal annotations per return
- Full activity log for compliance and accountability
Sarah Johnson
Assigned clients only
Michael Brown
All returns in queue
Emily Chen
Full office view
David Kim
Full access + billing
Banking suite
Banking infrastructure built for tax professionals.
TaxWallet unifies refund transfers, ERO working capital, cash advances, and secure disbursement tools into one dashboard — giving your office full financial visibility without third-party dependencies.
ERO Advances
Provide ERO working capital to keep your office cash-flow positive all season long.
Refund Transfer
Allow your taxpayers to cover preparation fees using their refund. No upfront cost — convenient & increases approvals.
Prepaid Cards
Provide reloadable debit cards clients can use instantly after refund arrival.
PTIN Renewal
Handle PTIN renewals effortlessly for you and your preparers — stay compliant easily.
All banking products are available through your existing TaxWallet dashboard. No new accounts required.
Explore banking suite →What you unlock
Everything You Can Achieve
Unlock refunds, boost approvals, scale faster — all with one integration.
Partner with Us →The engine powering your tax office.
A deep dive into the CRM, team coordination, and automation infrastructure that keeps your practice running at scale.
Your entire tax office. Organized.
TaxWallet replaces the clutter of tools, spreadsheets, and messages scattered across email, SMS, portals, and internal notes. Every client, document, signature, return status, and communication thread lives inside one structured CRM — designed exclusively for tax professionals.
- Full client timeline — docs, signatures, messages, status in one view
- Searchable across all accounts in seconds
- Real-time visibility into what's received, missing, or needs action
- Scales from 100 clients to 10,000 without changing your workflow
Martinez, L.
W-2 · 1099 · Sch C
Johnson, T.
1099 missing
Park, S.
Signature pending
Williams, R.
Intake complete
Chen, M.
Appt scheduled
Docs uploaded
Oct 10
Signature done
Oct 11
Msg sent
Oct 12
In progress
Oct 13
E-file est.
Oct 16
247
Active clients
94%
E-file accepted
18
Needs action
Your entire tax office. Organized.
TaxWallet replaces the clutter of tools, spreadsheets, and messages scattered across email, SMS, portals, and internal notes. Every client, document, signature, return status, and communication thread lives inside one structured CRM — designed exclusively for tax professionals.
- Full client timeline — docs, signatures, messages, status in one view
- Searchable across all accounts in seconds
- Real-time visibility into what's received, missing, or needs action
- Scales from 100 clients to 10,000 without changing your workflow
Martinez, L.
W-2 · 1099 · Sch C
Johnson, T.
1099 missing
Park, S.
Signature pending
Williams, R.
Intake complete
Chen, M.
Appt scheduled
Docs uploaded
Oct 10
Signature done
Oct 11
Msg sent
Oct 12
In progress
Oct 13
E-file est.
Oct 16
247
Active clients
94%
E-file accepted
18
Needs action
Built for teams that move fast.
Large or small, every tax office runs better with structure. TaxWallet gives your team clarity and coordination by assigning returns, controlling permissions, and tracking workload — all from one command center.
- Assign returns to preparers with due dates and priorities
- Role-based access — preparers, reviewers, EROs, admins
- Live workload view across every staff member
- Eliminate miscommunication and duplicated work entirely
Sarah Johnson
Preparer · 25 returns
Michael Brown
Reviewer · 18 returns
Emily Chen
ERO · 40 returns
David Kim
Admin · 12 returns
Active — Client X Return
Automation that works for you.
TaxWallet automates the manual work that slows tax offices down — document requests, reminders, status updates, and client notifications sent automatically, at precisely the right moment.
- Auto-triggered document requests on client intake
- Missing-item detection with instant client notification
- Every reminder tracked, every message logged automatically
- Your team focuses on returns — not administrative friction
Document request sent
Auto-triggered on intake
Missing item detected
1099 not received
Reminder scheduled
Client notified via SMS
Client upload confirmed
Auto-confirmed
Status updated · Team notified
Return queued
Auto
All reminders
100%
Messages logged
0
Manual follow-ups
Pricing
Built for tax offices of every size.
Whether you're a solo preparer or running a 50-person firm, TaxWallet adapts to your workflow — with the right tools at every stage of growth.
Solo
For solo preparers
Everything a single-person office needs — document collection, scheduling, client messaging, e-file tracking, and bank products — without the complexity.
- Client document collection & e-signature
- Client messaging with read receipts
- Smart scheduling & appointment booking
- E-file status tracking (federal + state)
- Automated reminders & notifications
- Mobile app for clients & preparers
- Bank products — Refund Transfer & Prepaid Cards
Simple per-season pricing
No setup fee · No credit card required
Team
For multi-staff offices
Built for growing firms that need structure, team coordination, advanced automation, and full ERO oversight — at any scale.
- Everything in Solo, plus:
- Multi-staff roles — Preparer, Reviewer, ERO, Admin
- Workload assignment & team tracking dashboard
- Advanced workflow automation & escalation rules
- Multi-preparer collaboration with shared notes
- Full ERO oversight & audit trail
- ERO Advances & Boost bank products
- Multi-office support & reporting
- Priority onboarding & dedicated support
Custom pricing for your office size
Volume discounts available
Start running your firm at full capacity.
Join 2,000+ EROs and tax offices already using TaxWallet to manage clients, automate workflows, and process returns faster.
No setup fee · No credit card required · SOC 2 compliant