The Education Video Library features short instructional videos designed to help you work with your TaxWise software. Each video guides you step-by-step through important program features.
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This lesson demostrates how to set up yout TaxWise program using the Setup Assistant. Use this tool to perform tasks such as entering your registration information, company details, and setting up preparers.
Refund Settlement Solutions
This lesson describes how to apply to offer Refund Settlement Solutions with TaxWise partners.
Tax Form Defaults
Tax Form Defaults save you time in preparing returns by allowing you to default common information for every return. This video reviews how to access and use this time-saving feature.
This lesson demonstrates electronically signing documents with TaxWise. You can sign in person or remotely, on a computer, tablet, or smartphone.
This lesson demonstrates how to complete a tax return using the Interview feature.