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TaxWise® 2015 Education Video Library

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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Setup Assistant

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.

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Refund Settlement Solutions

This lesson describes how to apply to offer Refund Settlement Solutions with TaxWise partners.

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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.


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Using e-Signature

This lesson demonstrates electronically signing documents with TaxWise. You can sign in person or remotely, on a computer, tablet, or smartphone.


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Interview

This lesson demonstrates how to complete a tax return using the Interview feature.


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CCH iFirm Integration

This lesson describes current and future integration between TaxWise and CCH iFirm.


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