Client-Facing Technology

Secure Tax refund
Set up direct deposit to receive your refund directly to your Wavvest account.

Plan For Taxes
Intuitive calculators help you optimize your tax strategy—reducing what you owe and ensuring you're on track with paycheck withholdings.

Instant Notifications
Get alerts as soon as your tax refund is deposited, so you’re always informed.

Streamlined Tax Filing
Effortlessly streamline your tax filing process with 1099 integration and pre-filled data fields.

Advisor-Facing Technology

Comprehensive Tax Solutions
Give clients easy access to tax filing services and resources on our platform, while integrating tax return results into our tax-based planning.
Streamlined Client Experience
Help clients receive their federal tax refunds early with direct deposit options, enhancing their financial management.


Enhanced Client Communication
Keep clients informed about their tax status and refunds with timely alerts and updates.