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 customer support
TaxWise® Online
Our Virtual Tax Office is powered by TaxWise® Online and enhanced with our Vault Document Storage, eSignature, Client Portal and TaxWise Mobile to help support your ability to run a cloud-based tax preparation business securely, and access all your tax returns and office documents anytime, anywhere.
TaxWise® Mobile
Provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet. The taxpayer uses TaxWise Mobile to upload tax documents and enter basic return data that flows directly into their tax return in TaxWise Online — saving you valuable time.
TaxWise® Desktop
Installed locally in your office computer and office network, our powerful TaxWise Desktop software stores your tax return data on your machine and provides access to both 1040 Individual and 1065, 1120, 1120S, 1041, 706, 709, 990 Business tax returns.
Time-saving features
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%!
Refund transfers
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.
Bilingual Spanish features
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
Choose your TaxWise package
Packages starting at $1,565 | Deferred Payment options available (Contact Sales)
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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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$35 Per Add'l Individual 1040 Tax Return
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$55 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
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$35 Per Add'l Individual 1040 Tax Return
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$55 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)
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
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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)
-
Refund Estimator ($99)
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Textellent (See Available Options)
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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 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
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 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
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 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)
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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
Annual License Fee: $356*
Individual 1040 Returns
$35 per Federal, All States, E-filingBusiness Returns
1065 and 1120S now available in TaxWise Online$55 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
Avoid the heartache of lost or damaged client files by having a secure backup. Restore your current and two prior year tax returns quickly and easily when you purchase Return Retrieval.
TaxWise Mobile
TaxWise Mobile integrates seamlessly with TaxWise Online, giving your clients the freedom and flexibility to start their tax return 24/7 via their smartphone, computer, or tablet.
Refund Estimator
Refund Estimator is a co-brandable website you can share with your current and potential new clients to enter basic information and receive an estimated federal refund amount in minutes.
TaxWise Expert Services
Choose a date and time that meets your needs and let our white-glove service complete a hassle-free installation, tax return conversion, and implementation of your new TaxWise Solution.
Sign up for a free TaxWise demo
Register today to see TaxWise in action!
Real customers going beyond with TaxWise
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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
Virtual tax office solutions
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:
• Online Vault: Organize and store your client's tax documents online
• E-signature: Compliant in-person and remote electronic signing
• Client Portal: Secure two-way file sharing and online document storage
• TaxWise Mobile: Taxpayer mobile interview tool
Join us for a live webinar
Visit our TaxWise live webinars, product demos, and on-demand videos page to register for a live group session with a Solution Architect and get answers to your questions.