File smarter. Get paid faster.
Upload your documents, file your federal and state return, and track your refund in real time — all from one secure app. Take a same-day advance on your refund with no credit check, subject to eligibility and bank approval.
Available on iOS and Android · Free to get started · Bank-level security
My Documents
3 of 4 uploadedTap to upload or scan
W-2, 1099, receipts
Are you a tax professional? TaxWallet also offers a full practice management platform for EROs and tax firms.
Filing your taxes takes less than you think.
Upload your documents, we handle the rest — filing, tracking, and getting your refund to you as fast as possible.
Request Sent
Files Uploaded
In Review
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Upload your documents
Scan or upload W-2s, 1099s, and receipts directly from your phone. Secure, encrypted, and organized automatically.
A real preparer builds and files your return
A tax professional prepares your federal and state return, reviews it for the deductions you qualify for, and submits it electronically to the IRS.
Track your refund in real time
From IRS acceptance to refund delivery — know exactly where your money is at every step.
Get your refund faster
Choose direct deposit, a prepaid card, or a same-day refund advance — no credit check on the advance, subject to eligibility and bank approval.
Request Sent
Files Uploaded
In Review
Completed
A fast, guided process
Every step is visible, time-stamped, and audit-ready — no training required, no client confusion.
Platform capabilities
Everything you need in one secure app.
TaxWallet gives taxpayers a complete filing experience — from document upload to refund delivery — on any device.
Platform capabilities
Everything you need in one secure app.
TaxWallet gives taxpayers a complete filing experience — from document upload to refund delivery — on any device.
Document Upload & Storage
Upload W-2s, 1099s, and receipts securely from your phone. Encrypted, organized, and ready when you need them.
- Scan documents with your phone camera
- Secure cloud storage — accessible anytime
- Share directly with your tax preparer
Real-Time Refund Tracking
Know exactly where your return stands — from submission to IRS acceptance to refund delivery.
- Live federal and state e-file status
- Push notifications at every milestone
- Estimated refund date shown upfront
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
Same-Day Refund Advance
Get a same-day advance on your expected refund — no credit check, no upfront fees, no waiting weeks. Subject to eligibility and bank approval.
- Advances available same day as filing
- No credit check on the advance
- Loaded directly to prepaid card or bank
Available — Feb 12
Secure Preparer Messaging
Chat directly with your tax professional inside the app — ask questions, share documents, get answers.
- End-to-end encrypted messaging
- Share documents directly in conversation
- Full message history preserved
Prepaid Refund Card
Instant access to your refund the moment the IRS releases it — no bank account required.
- Instant refund disbursement
- Use anywhere Mastercard is accepted
- No bank account required
Audit Protection
Full document history organized and ready — exactly what the IRS needs, exactly when they need it.
- Full document audit trail
- IRS-ready exports in one click
- Professional support available
Sample Preparer
Assigned clients only
Sample Reviewer
All returns in queue
Sample ERO
Full office view
Sample Admin
Full access + billing
Why taxpayers trust TaxWallet
A real professional, on infrastructure you can trust.
A licensed preparer builds and reviews every return — on a platform held to SOC 2-aligned controls, with a 98% IRS acceptance rate.
A real preparer, not a form
A tax professional builds and reviews your return — you are never filling out forms alone.
SOC 2-aligned security
Your documents are encrypted and protected with SOC 2-aligned controls — built in, not an add-on.
Bank-issued refund products
Advances and prepaid cards are issued through bank partners, subject to eligibility and bank approval.
98% IRS acceptance
Returns filed on TaxWallet clear the IRS at a 98% acceptance rate, tracked for you in real time.
Established 2022 · 50+ offices on the platform · 30,000+ returns accepted last season · 98% IRS acceptance.
Refund advances are subject to eligibility, identity verification, and bank approval, and the advance amount depends on your expected refund. Advances and prepaid cards are issued by third-party banking partners; not all applicants qualify. The prepaid card is issued by a bank partner and can be used anywhere its card network is accepted. Figures and timing shown are illustrative and not a guarantee.
File smarter. Get paid faster.
Join thousands of taxpayers using TaxWallet to file securely with a real preparer, track their refund in real time, and get their money faster than ever.
Available on iOS and Android · Free to get started · No credit card required