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  3. TaxWise

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You need a solution that improves efficiency. TaxWise delivers a simplified workflow, while achieving compliance and streamlining start-to-finish processes.

TaxWise®
Online

$249.00*

Easily prepare federal and state individual returns securely within your web browser, with no need to download or install any additional software.

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TaxWise®
Pay-per-Return

An economical option for the tax professional that prepares only a few returns during the filing season.

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TaxWise®
Profiling

For the tax professional that prepares a high volume of individual returns and needs fully integrated access to the most popular banks and settlement solutions.

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TaxWise®
Power

Prepare an unlimited number of both individual and business returns and supercharge your filing season with valuable additional features.

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Compare TaxWise software packages using our comparison chart below.

TaxWise® Professional Tax Software

If your small tax office or franchise handles a high volume of returns, TaxWise® is your solution. TaxWise professional tax preparation software streamlines e-filing, fee collection, and managing your clients' digital documents. You also have the option to offer popular refund options and simplify your workflow through integration with CCH iFirm Practice Manager.

As a TaxWise user, you have access to our U.S.-based Training and Support team, meaning that you will be up and operating as soon as you're ready and we will be here to answer your questions before, during and after the common tax season. The online Solution Center's library of self-help tools tops off your TaxWise experience, with assurance that you have all of the tools you need to experience a productive filing season every year.

Discover which package best fits your business, and request your free evaluation to experience TaxWise in action.

Evaluate TaxWise

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

Process More Returns Faster with Increased Accuracy


"I have found a tool in TaxWise that I have not had in prior programs: time savings. I am able to prepare a tax return in a much more efficient manner, thus making my time available to help clients the way that I am needed."

- Barbara Suveg, CPA, P.A.
Coeur D Alene, Idaho

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Compare Packages

Which Package is Right for Me?

Let us help you find the right tax preparation software package for your business.
Select the answers that best describe your practice, and we will make a recommendation for you.

Help me choose a package

 

Let's get started...

What type of returns do you prepare?


Step 1Step 2

How many business and/or specialty returns do you file on an annual basis?


Step 1Step 2

Would you prefer installed software or online software?


Step 1Step 2

Would you prefer installed software or online software?


Based on your answers, we recommend...

TaxWise® Online

TaxWise Online is designed for the tax professional who...

  • May prepare a high volume of individual returns
  • Prepares returns in single or multiple states
  • May prepare returns in both Spanish and English
  • Is looking for a professional tax preparation software that can grow with their practice

AND...

  • Cannot be tied down to installed software or a single computer to prepare returns
  • Needs their client's data protected by an IRS-compliant secure cloud solution
  • Wants the most current features and tax updates automatically with nothing to download or install

See package details

A desktop Pay-Per-Return Package is also available. View package details here or call for more information.

Think Beyond April 15th


Master the art of delivering expert tax and accounting guidance to your clients beyond tax season.

 

TaxWise® ProFiling Package

The TaxWise ProFiling Package is designed for the tax professional who...

  • Prepares a high volume of individual returns
  • Prepares returns in single or multiple states
  • Prepares returns in both Spanish and English
  • Is looking for a professional tax preparation software that can grow with their practice

See package details

A Pay-Per-Return Package is also available. View package details here or call for more information.

Think Beyond April 15th


Master the art of delivering expert tax and accounting guidance to your clients beyond tax season.

 

TaxWise® Power Package

The TaxWise Power Package is designed for the tax professional who...

  • Prepares a high volume of individual returns
  • Prepares returns in single or multiple states
  • Prepares returns in both Spanish and English
  • Is looking for a professional tax preparation software that can grow with their practice

See package details


Think Beyond April 15th


Master the art of delivering expert tax and accounting guidance to your clients beyond tax season.

 

Click here to clear your answers or restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-345-4171 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

 

— OR —

 

Choose Your Own Package

View all available package options in an easy to read side-by-side format.

Compare all packages

Accessibility

TaxWise Online
ProFiling Package
Power Package

Online Access
Available from anywhere, anytime via web browser

TW Online
ProFiling
 
Power
 

Secure Cloud Storage
Taxpayer data secured in IRS-compliant, state-of-the-art datacenters and systems

TW Online
ProFiling
 
Power
 

No Software to Install
 

TW Online
ProFiling
 
Power
 

No Updates to Perform
 

TW Online
ProFiling
 
Power
 

Tax Compliance

TaxWise Online
ProFiling Package
Power Package

Federal Individual
All federal individual forms and schedules

TW Online
ProFiling
Power

State Individual
All states and many localities

TW Online
ProFiling
Power

Federal Business & Specialty
1120, 1120S, 1065, 1041, 706, 709, 990, 5500

TW Online
 
ProFiling
 
Power

State Business & Specialty

TW Online
 
ProFiling
 
Power

Integrated Easy Interview
Expedite 1040 returns. Q&A format simplifies data entry so that anyone in your office can do it

TW Online
ProFiling
 
Power

Tax Research
CCH® U.S. Master Tax Guide® plus daily federal and state tax updates (Online and mobile)

TW Online
 
ProFiling
 
Power

Electronic Filing
Federal and state 1040; Federal 1120, 1120S, 1065, 990, 1041, 5500; More than 75 state business returns

TW Online
Additional Fee*
ProFiling
Additional Fee*
Power
Included

 

Multi-Office Management

TaxWise Online
ProFiling Package
Power Package

Central Office Manager (COM)
Cloud-based multi-office management tool simplifies office setup and tax season monitoring and support. Free when an additional office is purchased.

TW Online
ProFiling
 
Power

 

 

A Pay-Per-Return Package is also available. View package details here or call for more information.

 

*One low fee per client covers federal, state, & extension


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