You need a solution that improves efficiency. We deliver software that simplifies workflow, achieves compliance and streamlines start-to-finish processes.


TaxWise®
Professional Tax Software

For more than 20 years, TaxWise professional tax preparation software has been utilized by consultants, CPAs and medium to high-volume tax practices with multiple offices. Over 30,000 locations rely on TaxWise to improve efficiency and increase productivity across the tax preparation process as TaxWise offers a variety of Integrated Solutions to manage multiple offices, streamline fee collection, communicate with client, process electronic filings, manage digital documentation and deliver refund options. Of course, TaxWise is built from the ground up to comply with the IRS tax laws, providing you peace of mind that returns are prepared following compliance requirements.

Of course, all solutions are supported by our award winning, U.S.-based Training and Support team. This means we'll help you get up and operating as soon as you are ready and we'll be here to answers questions prior, during and after the common tax season. You'll also have access to self-help tools that are available 24/7 at our online Solution Center - especially convenient during your busiest time of year.

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Tax Professionals Across the Nation Prefer TaxWise
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Want to see how TaxWise outperforms the competition? Complete the following form to access the free PDF.

TaxWise Features

TaxWise Quick Tour

Tax Preparation Assistance When & Where You Need It

Comprehensive Diagnostics

Powerful tools help you easily find and correct e-filing errors to ensure the accuracy of your returns and reduce IRS rejections. The diagnostics tool provides:

  • Warnings of possible inconsistencies in tax information
  • A list of overridden entries helps you to review your work
  • Electronic filing errors - follow the link to the specific form that requires correction
  • A summary of the return, including forms to be filed, AGI, tax, refund or balance due

Line-by-Line Assistance

The context-sensitive help pane displays at the bottom of the open form and provides you with field-level help on many common forms. As you move through the form, the instructions change to provide you with detailed on-screen instructions relevant to work you're performing.

Analyze Your Tax Returns More Efficiently

Utilize powerful features ideal for the busy office to help you maximize efficiency so that you can retain current customers and bring in new business:

  • Test a variety of hypothetical tax scenarios for your clients
  • Save test scenarios for future reference or replace data in the current return with the new information
  • Planning and advisory tools to help you advise clients who can accelerate and delay income, deductions or capital expenditures

 

Improve Workflow by Leveraging Online Resources

Prepare Tax Returns Anywhere with TaxWise Online

TaxWise Online is an easy-to-use cloud-based solution that's available right from your browser. You can prepare federal and state individual returns and offer bank products to your clients wherever you have an internet connection.

  • No installation or update required - You always have access to the most current features without having to worry about updating your system.
  • Secure data storage - Client data is always safe and secure on our IRS-compliant system.
  • Easy access - Prepare returns, e-file, print returns and print checks from any computer with a high-speed internet connection.
  • Powerful features - A built-in Interview Wizard that simplifies data entry; Spanish forms; refund monitor; client letter; diagnostics with hyperlinks; and management reports.

Save Time by Going Online Inside the Return

In-return web browsing provides custom browser tabs that allow you to access commonly used websites. You'll find it easy to visit irs.gov, the TaxWise Solution Center, Where is My Refund?, IntelliConnect research content and virtually any other website you need to reference quickly-all without leaving the return!


Streamlined Reporting

Management reports allow you to track returns, find outstanding payments, identify returns on extension and much more. Reports are always available to run within the tax program using your local database or online at the TaxWise Solution Center using data from our Electronic Filing Center.


Expand Your Market

Expand your business by serving the Hispanic market with TaxWise. The solution provides the most 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. We also offer the option of bilingual support to make sure that you and your team can always get the help you need.


Award-Winning Support

In addition to receiving unlimited phone and chat support, the TaxWise Solution Center provides useful information to help you before, during and after tax season. The Latest News blogs, Knowledge Library and Community Boards are just a few examples of the helpful tools available. To learn more, visit our Training and Support page.

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?


 

Based on your answers, we recommend...

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

Tax Compliance

ProFiling Package
Power Package

Federal Individual
All federal individual forms and schedules

ProFiling
Power

State Individual
All states and many localities

ProFiling
Power

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

ProFiling
Power

State Business & Specialty

ProFiling
Power

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

ProFiling
Power

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

ProFiling
Power

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

ProFiling
Additional Fee*
Power
Included

 

Multi-Office Management

ProFiling Package
Power Package

Central Office Manager (COM)
Cloud-based multi-office management tool simplifies office setup and tax season monitoring and support

ProFiling
Power

 

View Package Details

 

 

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

TaxWise Add-Ons

Supercharge Your Business

Integrated Solutions for achieving start-to-finish accounting processes. From document collection, document management, electronic filing, payroll compliance reporting, bank settlement solutions to professional client delivery.


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