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TaxWise®
Prepare More Returns Faster, with Greater Accuracy

If your tax office or franchise handles a high volume of returns, TaxWise® professional tax software is your solution.

The desktop-install version of streamlines your e-filing and fee collection process, and manages 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.

  • Comprehensive, integrated settlement solutions including the exclusive 3Fund® product
  • Time-savings and error diagnostic tools built into an interview-style interface allows tax returns to be processed quickly and easily, for industry experts and beginners alike
  • Diversify your staff and clientele with TaxWise's Spanish-language features, forms and schedules, as well as bilingual product support

Evaluate TaxWise

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

TaxWise Online: Your Tax Office, Where You Want It

Ready to take your tax preparation business off your computer, and into the cloud? TaxWise Online lets you can prepare returns from any place, anywhere.

Easily Find & Correct E-filing Errors


Ensure the accuracy of your returns and reduce IRS rejections. TaxWise diagnostics tools allow you to:

  • Identify possible inconsistencies in tax information
  • Quickly check your work with a list of overridden entries
  • Navigate e-filing errors with links to the specific form that needs correction
  • Easily review a summary of the return, which includes forms to be filed, AGI, tax, refund or balance due

Analyze Client Returns to Maximize Refunds


TaxWise has powerful features ideal for your busy office to help maximize efficiency - helping you retain current customers and bring in new business:

  • Test a variety of tax scenarios for your clients with the "What If?" mode
  • Save test scenarios for future reference or replace data in the current return with the new information
  • Advise your clients on who can accelerate and delay income, deductions or capital expenditures with planning and advisory tools

Bilingual (English-Spanish) Forms & Features


Expand your staff and clientele to the Hispanic market with TaxWise's comprehensive Spanish-language features and services in the industry.

TaxWise offers over 60 forms and schedules in Spanish - on-screen and in print for your clients. Bilingual support is also available to ensure that you and your team can always get the help you need.

See Example

Compare TaxWise to your Current Software

No matter your tax preparation software, we have a solution that's a better fit for your business. Select your current tax software below to see how it stacks up against TaxWise, and claim our limited-time New Customer promo when you make the switch today!

TaxWise Pay-Per-Return

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Package Includes:
  • $229 Annual License Fee (1 user)
  • $300 Non-Refundable deposit to be used towards your prepared returns
Per-Return Fees:
  • Individual Return (1040)
    E-filing of federal and companion state - $30
  • Business Return
    E-filing of federal and companion state - $54
  • Payroll Return
    94x: $10/per filing with a maximum of $50 per TIN (4 quarterly + 1 annual); includes eFiling All other federal and state payroll returns: $10 per filing; includes eFiling

Package Includes

TaxWise ProFiling

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Package Includes:
  • Two (2) concurrent user licenses1
  • All federal 1040 forms
  • Up to three individual 1040 States
  • 752 E-file returns included
  • Free software conversions
Expert Tax Research & Learning:
  • Access to self-help Knowledge Library and Blog

Package Includes

TaxWise Power

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Package Includes:
  • Three (3) concurrent user licenses*
  • All federal individual forms: Federal 1120, 1120S, 1065, 1041, 990, 706, 709 and 5500
  • All State 1040 forms
  • All Business Federal, State and Specialty forms
  • Free Unlimited E-File returns: Federal 1040, 1120, 1120S, 1065, 1041, 990 and 5500 All individual states and many business states
  • Payroll Compliance Reporting, including federal, state and local payroll forms. E-file 94x series, 1099s, 1098s, W-2s and more for $1.50 per TIN
  • Sales & use tax forms
  • Free software conversions
Expert Tax Research & Learning:
  • CCH® U.S. Master Tax Guide® (print, online & mobile)
  • Tax Prep Partner 1040 Lite (online & mobile), Includes detailed explanations from the experts at CCH, real-world examples, cautions, compliance tips and more

Package Includes

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