TaxWise® tax preparation software helps you maximize productivity, revenue, and efficiency so you can focus on your clients and growing your tax business. Whether you are a new tax preparer focusing on 1040s only or an established tax office doing everything including business tax returns, TaxWise has got you covered.
TaxWise can help you on your journey to becoming a tax preparer. We also offer solutions for Service Bureaus for more established tax offices. Sign up today and find out what makes TaxWise the number one choice for tax preparers across the country!
TaxWise means business - new for the 2024 tax season, tax preparers will be able to file business returns (forms 1065 and 1120-S) directly within our cloud-based solution, TaxWise Online. TaxWise has the tools and resources to help you prepare and file more tax returns in less time — do more with TaxWise.
Save valuable time preparing tax returns with our robust tax preparation tools and features
Take your tax office fully remote with TaxWise Online
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Interview and forms mode
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Tax research
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eSignature
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Tax refund products
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Integrations and partner solutions
Interview and forms mode
TaxWise’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.
Maximize client returns with our “What If” Mode where you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
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.
Maximize client returns with our “What If” Mode where you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
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.
CCH® AnswerConnect
Put all the information you need at your fingertips and get answers to your tax research questions in less time. Tax research can be challenging, whether you are an experienced researcher or a new professional. Get expertly-authored answers on thousands of tax and accounting topics – all in one place.
TheTaxBook for TaxWise
TaxWise has partnered with TheTaxBook to provide the most comprehensive and fastest way to find answers to your tax questions directly from within TaxWise® Online.
With TheTaxBook, you can easily access relevant tax information without having to go far. Having the most up-to-date tax information at your fingertips is critical during tax season. Find information fast, with well-written and easy-to-understand explanations and examples.
Save time so you can focus on getting your clients' taxes done quicker than ever!
With TheTaxBook, you can easily access relevant tax information without having to go far. Having the most up-to-date tax information at your fingertips is critical during tax season. Find information fast, with well-written and easy-to-understand explanations and examples.
Save time so you can focus on getting your clients' taxes done quicker than ever!
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 $4.25 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.
Documents are sent for eSignature via an “envelope” and a $4.25 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.
Refund transfer solutions
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.
Integrations and partner solutions
As a leader in the tax industry, TaxWise has partnered with other key solutions providers to give TaxWise users the most bang for their buck.
Take advantage of discounts and exclusive deals available to tax preparers who use Wolters Kluwer tax preparation software.
Through our third-party partnerships and integrations, we also offer great tools that can help your tax office drive more revenue.
Take advantage of discounts and exclusive deals available to tax preparers who use Wolters Kluwer tax preparation software.
Through our third-party partnerships and integrations, we also offer great tools that can help your tax office drive more revenue.
Existing customers
TaxWise customer support
Get two for the price of one! All TaxWise Online packages also include TaxWise Desktop software | Packages starting at $1,689 (Contact Sales)
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100 Package
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400 Package
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Unlimited Package
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Limited Package
Products
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Includes 100 Individual 1040 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 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 a One-Time $69 Processing Fee
Available Add-Ons
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TaxWise Mobile ($469)
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TaxWise Expert Services ($339)
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Refund Estimator ($116)
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Textellent 100 ($404)
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Return Retrieval ($162)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
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Includes 100 Individual 1040 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 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 a One-Time $69 Processing Fee
Available Add-Ons
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TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
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Refund Estimator ($116)
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Textellent 100 ($404)
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Return Retrieval ($162)
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Prior Year Individual 1040 & Business E-File ($5.50)
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 a One-Time $69 Processing Fee
Available Add-Ons
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TaxWise Mobile ($469)
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TaxWise Expert Services ($339)
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Refund Estimator ($116)
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Textellent 400 ($779)
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Return Retrieval ($162)
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)
-
Free Individual 1040 & Business E-File
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 Per Add’l Business Tax Return
-
Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
Central Office Manager
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
-
Refund Estimator ($116)
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Textellent 400 ($779)
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Return Retrieval ($162)
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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 a One-Time $69 Processing Fee
Available Add-Ons
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TaxWise Mobile ($469)
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TaxWise Expert Services ($339)
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Refund Estimator ($116)
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Textellent (See Available Options)
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Return Retrieval ($162)
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 a One-Time $69 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
-
Refund Estimator ($116)
-
Textellent (See Available Options)
-
Return Retrieval ($162)
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Prior Year Individual 1040 & Business E-File ($5.50)
TaxWise Online Limited
Annual License Fee: $389*
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 ($469)
TaxWise Expert Services ($339)
Refund Estimator ($116)
Textellent Mini ($188)
*Plus $69 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
Provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet. Save time by having your clients upload tax documents and enter basic return data via TaxWise Mobile that then flows directly into their tax return in TaxWise Online.
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.
See TaxWise in action
Sign up for a free TaxWise trial today to see how you can take your tax office to the next level!
Real customers going beyond with TaxWise
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Jane Black
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Rodolfo Lamas
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.
When you’re thinking about growing your tax business, TaxWise will probably be the only product that you'll be able to train someone in 48 to 72 hours.
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