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11/27/2017 to 1/1/2018

December Deals for Professional Tax Software

It's time to make the switch for a successful filing season. Explore savings and better value with our limited-time discounts on ATX, TaxWise®, CCH® iFirm and Wolters Kluwer Research & Learning solutions.

TaxWise® Online
Fast, Simple, Mobile, Secure: Your Tax Office Where You Want It

Experience the freedom and flexibility of accessing your clients' 1040 returns anywhere, anytime.

TaxWise Online (TWO) is the premier online professional tax preparation software for your federal and state individual returns. With TWO, you can quickly prepare returns with powerful form templates and shortcuts and offer settlement solutions to your clients anywhere you have an internet connection.

Package Includes

  • NEW! Document capture and unlimited storage with Vault
  • All federal 1040 forms and schedules
  • All states with a filing requirement
  • Over 60 bilingual forms that easily flip between Spanish and English
  • Fully integrated access to the most popular banks and settlement solutions*
  • Electronic filing of federal and state returns
  • Free software conversions
  • Easy interview wizard for quickly starting a return

You also receive:

  • Federal refund monitor
  • Discounts on additional offices
  • Award winning U.S.-based customer support
  • Free User Guides
  • Free use of our Training Electronic Filing Center

Additional fees, additional enrollment or special qualifications may apply. TaxWise Online works with the following settlement solutions providers: Santa Barbara Tax Products Group®, Refund Advantage®, Republic Bank & Trust Company®, 3Fund™ and TaxWise Feecollect™.

Evaluate TaxWise Online

See why tens of thousands of tax professionals like you, power their business with TaxWise Online Software.

Are you looking for a desktop solution?

If you need an on-premise solution with business return capabilities, the desktop version of TaxWise may be a better fit for you.

Introducing Vault: Unlimited Document Capture & Storage

Capture and retain supporting taxpayer documentation, for high-volume 1040 return preparation — now included with your TaxWise Online purchase for ZERO additional cost!

Vault is the new rapid document capture feature in TaxWise Online that allows you to capture and retain supporting documentation and images, for your client returns. The document capture and management system integrates with each individual return on TaxWise Online's secure platform, making it easy to:

Capture and upload unlimited documents, with inexpensive camera hardware.

Associate and integrate uploaded documentation to their respective returns.

Quickly locate and retrieve the information you need for each return.

Export returns with their supporting documentation, to give you the complete picture.

Watch the video to see this new feature in action, and give us a call today to get started with simplified document capture and return preparation with TaxWise Online!

Frequently Asked Questions

What is Vault?
TaxWise Online's Vault feature is a fast, easy way to capture and store the documentation you need to complete a tax return. You can capture pictures of any document using an approved camera or upload a document provided electronically by your client. You'll find quick links to the documents on the left side of the screen, under the tax forms.

How much is Vault?
There is no additional charge for using Vault. If you choose to utilize the camera capture feature, separate camera purchase may be required (see below).

What is an approved camera, versus a non-approved camera?
We have tested Vault with certain cameras, and certify them to work. TaxWise customer support will only provide help when using an approved camera. Other cameras connected to your computer or device may work, but we cannot provide direct support for all cameras.

Which cameras are approved?

  • Ipevo Ziggi-HD Plus HD USB (CDVU-06IP)
  • Sobetter USB Camera (B01FXAXMHE)
  • Hue HD USB Camera (PC0004)

How much storage do I get?
Individual documents must be smaller than 4MB and be one of the supported file types, but no traditional storage limits are imposed.

Which file types are supported?
Vault supports:

  • .jpg
  • .jpeg
  • .png
  • .tif
  • .doc
  • .docx
  • .txt
  • .xls
  • .xlsx
  • .pdf

Can I get my pictures and documents out of Vault?
Yes! As the admin user, please use the Export feature. Documents associated with a return are packaged up WITH the return data, giving you an export of the entire return, documents and all.

What happens to my documents if I don't export them?
After 3 years, the documents will be purged.

I don't see Vault, what's wrong?
If the icon for Vault is not present, please contact your account manager for help.

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Call 866-345-4171 or sign up for an evaluation of TaxWise Online

Are you a volunteer tax preparer?

Call (800) 201-6834 to learn more about our TaxWise® Online™ package exclusively for non-profit customers.

Let us help you find the right solution for your business!
866-345-4171 today or request an evaluation.