TaxWise® provides tax preparers with the industry’s leading professional tax preparation software that helps you maximize productivity, revenue, and efficiency so you can focus on your clients and growing your tax business. Whether you prepare individual 1040 or business tax returns or are a New Tax Preparer, an Experienced Tax Preparer, or a Service Bureau, TaxWise has the tools and resources to help you prepare and file more U.S. tax returns in less time — anywhere, anytime, with our Virtual Tax Office.
TaxWise offers a wide selection of fee payment options; ranging from traditional refund transfer products (bank products), to low-cost options that help you collect your fees at no cost to your taxpayer. Power your business with TaxWise today!
Existing Customers
TaxWise® Online
Prepare more tax returns with our time-saving tools: live refund monitor, intuitive color-coding, hyperlinked diagnostics to check any e-filing errors before you file, integrated line by line tax help, and tax form defaults that allow you to cut your tax prep time by 20%!
TaxWise® offers a wide selection of fee payment options that allow your clients to deduct the tax preparation fees from their tax refund; ranging from traditional refund transfer products (bank products), to low-cost options at no cost to your taxpayer.
Leverage over 60 tax forms and schedules in Spanish. Display the on-screen TaxWise forms and help in Spanish, and print a copy for your client in their language of preference. Bilingual product support is also available to ensure your team always has the help it needs.
Additional TaxWise features
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Maximize client refundsWith the TaxWise “What If” Mode, you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
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Interview-style and forms-based InterfaceTaxWise’s flexible data entry interface helps beginners and experts alike prepare returns quickly and easily with a step-by-step interview mode or traditional forms-based input.
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Vault document storageUpload unlimited client documents and images to the cloud. Vault integrates seamlessly with TaxWise Online to provide you access to the stored images right alongside the tax return.
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Electronic signatures
Strengthen your reputation as a client-focused, technology-savvy business by offering eSignature options to your clients. When a 1040 is ready for signing, the system generates an e-mail to the client, tracks the form’s completion, and sends automated reminders, if needed.
Documents are sent for eSignature via an “envelope” and a $3.99 fee is assessed at the time the envelope is sent to the taxpayer for signature. Envelopes may contain 1 or more documents for signature.
Stay compliant and collect taxpayers’ signatures both in-person and remotely using the eSignature functionality for TaxWise.
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Business textingSeamless integration with Textellent automatically sends out personalized text messages with important tax return status updates and other relevant business communications.
Contact a Solutions Consultant
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400 Package
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Unlimited Package
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100 Package
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Limited Package
Products
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Includes 400 Total Tax Returns
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Federal & State Individual 1040
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Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
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Free Individual 1040 & Business E-File
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$20 Per Add'l Individual 1040 Tax Return
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$40 Per Add’l Business Tax Return
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Integrated Easy Interview
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CCH® AnswerConnect Mini Package
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Central Office Manager
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E-Signature ($4.25 per event)
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*Plus $59 Processing Fee
Available Add-Ons
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TaxWise Mobile ($431)
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TaxWise Expert Services ($323)
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Refund Estimator ($99)
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Textellent 400 ($599)
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Return Retrieval ($139)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
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Includes 400 Total Tax Returns
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Federal & State Individual 1040
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Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
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Free Individual 1040 & Business E-File
-
$20 Per Add'l Individual 1040 Tax Return
-
$40 Per Add’l Business Tax Return
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Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
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Central Office Manager
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E-Signature ($4.25 per event)
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*Plus $59 Processing Fee
Available Add-Ons
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TaxWise Mobile ($431)
Not included -
TaxWise Expert Services ($323)
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Refund Estimator ($99)
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Textellent 400 ($599)
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Return Retrieval ($139)
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Prior Year Individual 1040 & Business E-File ($5.50)
Products
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Includes Unlimited Tax Returns
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Federal & State Individual 1040
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Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
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Free Individual 1040 & Business E-File
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Integrated Easy Interview
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CCH® AnswerConnect Prime Package
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Central Office Manager
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E-Signature ($4.25 per event)
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*Plus $59 Processing Fee
Available Add-Ons
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TaxWise Mobile ($431)
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TaxWise Expert Services ($323)
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Refund Estimator ($99)
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Textellent (See Available Options)
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Return Retrieval ($139)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
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Includes Unlimited Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
Integrated Easy Interview
-
CCH® AnswerConnect Prime Package
-
Central Office Manager
-
E-Signature ($4.25 per event)
-
*Plus $59 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($431)
Not included -
TaxWise Expert Services ($323)
-
Refund Estimator ($99)
-
Textellent (See Available Options)
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Return Retrieval ($139)
-
Prior Year Individual 1040 & Business E-File ($5.50)
Products
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Includes 100 Individual 1040 Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
$20 Per Add'l Individual 1040 Tax Return
-
$40 Per Business Tax Return
-
Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
Central Office Manager
-
E-Signature ($4.25 per event)
-
*Plus $59 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($431)
-
TaxWise Expert Services ($323)
-
Refund Estimator ($99)
-
Textellent 100 ($299)
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Return Retrieval ($139)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
-
Includes 100 Individual 1040 Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
$20 Per Add'l Individual 1040 Tax Return
-
$40 Per Business Tax Return
-
Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
Central Office Manager
-
E-Signature ($4.25 per event)
-
*Plus $59 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($431)
Not included -
TaxWise Expert Services ($323)
-
Refund Estimator ($99)
-
Textellent 100 ($299)
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Return Retrieval ($139)
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Prior Year Individual 1040 & Business E-File ($5.50)
TaxWise Online Limited
Individual 1040 Returns
$20 per Federal, All States, E-filingBusiness Returns
1065 and 1120S now available in TaxWise Online$40 per Federal, All States, E-Filing
Available Add-Ons
E-Signature ($4.25 per event)TaxWise Mobile ($431)
TaxWise Expert Services ($299)
Refund Estimator ($99)
Textellent Mini ($139)
*Plus $29 Processing Fee
Available add-ons
Enhance your TaxWise package with these additional modules.
Return retrieval
TaxWise Mobile
Refund Estimator
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TaxWise Customer Insights
Since switching to TaxWise back in 2007, my business has grown continuously. I now have over 500 clients, and I am the only preparer in my business. The software has made this possible with no problem.
Jasmine Dabbs creates profitable businesses with TaxWise® Online
"TaxWise Online cuts the time it takes to prepare a tax return in half, and that time quickly adds up over hundreds of returns."
— Jasmine Dabbs
President, Wizard Tax Software, LLC
Powered by TaxWise® Online, our Virtual Tax Office provides you with the ability to access your tax returns and source documents from wherever your business takes you — using your laptop, tablet, or smartphone.
Complete cloud-based access to your tax office with:
• TaxWise Online: Access your tax returns and source documents anytime, anywhere
• Online Vault: Organize and store your client's tax documents online
• eSignature: Compliant in-person and remote electronic signing
• Client Portal: Secure two-way file sharing and online document storage
• TaxWise Mobile: Taxpayer mobile interview tool
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