Built for Modern Tax Firms
Upgrade your workflow without changing your tax software. TaxWallet plugs into any tax office — helping your team request documents, manage clients, track e-files, and collect signatures faster than ever.
Trusted by over 2,000+ tax professionals nationwide
Why TaxWallet for Tax Firms
Give your clients a smoother experience — and give your team a calmer, more organized tax season. TaxWallet centralizes scheduling, document collection, signatures, communication, and workflow automation into one unified space.
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A modern client experience — without extra work
Clients upload documents, sign forms, and track progress inside one clean mobile app. Your team spends less time chasing and more time preparing returns.
Organized workflows, even during peak volume
Smart reminders, client timelines, and real-time activity tracking help your firm stay ahead — even when work stacks up.
Scheduling built right into your flow
Clients can book appointments, confirm times, upload files, and complete tasks — keeping your calendar full and your office running smoothly.
Seamlessly integrates with your existing workflow
TaxWallet complements the tools your team already uses — no retraining, no disruptions. Your firm keeps its workflow, and TaxWallet enhances it with communication, scheduling, and automation.
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A clearer process
Every step your clients take is visible, organized, and easy to follow — no training, no confusion.
Ready to Simplify Your Next Season?
Join thousands of tax professionals and clients already automating their workflows with TaxWallet. No setup required — just results.
No credit card required. Tax pros and clients welcome.
A Platform Built for How Tax Firms Operate
TaxWallet brings the tools your entire office relies on — document management, scheduling, communication, workflow automation, and compliance-friendly tracking — all into one unified space.
Document Collection & Management
Clients upload, sign, and submit documents in one place — no chasing, no scattered files, no delays.
Client Messaging Hub
Keep every conversation organized with timestamps, read receipts, and full audit-friendly history.
Smart Scheduling
Automated confirmations, reminders, rescheduling, and time-slot control keep your calendar running smoothly.
Workflow Automation
Assign tasks, track statuses, and manage timelines so your entire team stays aligned during peak season.
E-File Monitoring
A unified dashboard for both federal and state e-file statuses — no switching systems or manual checks.
Team Collaboration & Permissions
Roles, access controls, shared notes, and everything your office needs to stay secure and organized.
Banking Services Built for Tax Professionals Perfected & Fully Under Your Control
TaxWallet brings together refund transfers, cash advances, and secure disbursement tools into one unified dashboard — giving your team total visibility without relying on anyone else.
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.
Everything You Can Achieve
Unlock refunds, boost approvals, scale faster — all with one integration.
Partner with Us →The Engine Powering Your Tax Office
A cinematic deep-dive into the CRM, team tools, and automation that keep your office running smoother and faster.
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. With a clear timeline for every account, your entire office gains instant visibility into what's been received, what's missing, and what needs action. No more guessing where a return stands or digging through conversations. Everything is organized, connected, and searchable in seconds. Whether you manage 100 clients or 10,000, TaxWallet scales with you — keeping your workflow clean, predictable, and in total sync with your tax software.
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, tracking activity, and organizing workload distribution — all from one command center. See who’s working on what, what’s pending review, where bottlenecks exist, and how your preparers are performing. From junior staff to senior EROs, everyone operates from the same playbook, eliminating miscommunication and duplicated work. Whether you have 2 staff members or 50, TaxWallet keeps your entire team aligned, accountable, and operating at peak efficiency — even during the busiest parts of tax season.
Automation That Works For You.
TaxWallet automates the manual work that slows tax offices down: document requests, missing-item reminders, status updates, confirmations, and client notifications — sent automatically, at the perfect moment. Instead of chasing clients all day, your team can finally focus on preparing returns, quality control, and delivering results. Every reminder is tracked, every message is logged, and every step of the process moves forward without administrative friction. Automation doesn’t replace your team — it amplifies them, freeing up hours each day and smoothing out operations across your entire workflow. Your office becomes faster, clearer, and dramatically more efficient without lifting a finger.
Built for Tax Offices of Every Size
Whether you're a solo preparer or a multi-staff firm, TaxWallet adapts to your workflow— offering clarity, speed, and automation right out of the box.
For Solo Preparers
Simple, streamlined workflows for single-person offices. Collect documents, track e-files, manage clients, and automate reminders— all without complexity.
No training. No complications.
Get Started →For Multi-Staff Offices
Designed for growing firms that need structure, team management, collaboration tools, and advanced automation.
- Workload & Team Management
- Advanced Automations
- Multi-Preparer Collaboration
- Full ERO Oversight
Start Your Modern Tax Office Today
Join thousands of tax professionals using TaxWallet to streamline their workflow, organize clients, and eliminate operational chaos.