TaxWise® Tax Preparation Software

Prepare more returns with greater accuracy.

The TaxWise desktop version streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products.

Interview-Style Interface
  • Process returns quickly and easily for beginners and experts alike.
  • Save time with error diagnostic tools built into the interface.
  • Navigate e-filing errors with links to forms needing correction.
Maximize Client Refunds
  • Test a variety of tax scenarios for your clients with the “What if?” mode.
  • Save test scenarios for future reference.
  • Advise your clients on deductions or capital expenditures with planning and advisory tools
Bilingual Accessibility
  • Diversify your staff and clientele with TaxWise’s comprehensive Spanish features.
  • Leverage over 60 forms and schedules in Spanish, on-screen and in print.
  • Get bilingual product support to ensure your team always has the help it needs.

Join Us for a Live Webinar and Access our On-Demand Content

Product demonstrations and tax industry hot topics hosted by subject matter experts.

Securely Gather & Store Taxpayer Information From Multiple Devices
CCH IFirm Client Portal
Client Portal

Quickly exchange documents with clients or internal staff via a customizable portal

Forms w Laptop

Automatically send out personalized text messages for useful communications to your clients
Learn more about Textellent

Handle A High Volume Of Returns Quickly And Easily
Interview-Style Interface

Prepare returns with step-by-step Interview Mode or traditional forms input

Get quick answers to your tax questions at your fingertips within TaxWise

Intelligent Tax Preparation

Hyperlinked Diagnostics button for Errors, Warning, Overrides and Estimated Entries

The most comprehensive refund transfer options in the industry

Bilingual Features

Spanish support and over 60 forms on-screen for preparers and printed forms for taxpayers

Central Office Manager

Cloud-based multi-office management tool simplifies office setup, tax season monitoring and support

Capture Client And Employee Signatures Digitally For IRS

Cost-effective convenience of e-Signatures. Stay compliant and keep client information secure
Streamline Your Return Processes


Clients are notified via text message upon acceptance of their tax return by the IRS and state taxing authority
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100 Package

400 Package

Unlimited Package


Protection Plus

Protection Plus also offers identity theft restoration services, even for issues not related to taxes! All while allowing you to earn up to an additional $55 per return.

Hear What Our Customers Are Saying

Refund Transfer Products

Taking advantage of these bank product options will not only benefit you through substantial fee-based revenues, but they will benefit your clients as well. Bank products enable you to get your clients their money quickly and securely. And bank products limit your clients’ up front expenses by having their tax preparation fees automatically deducted from the refund.

Benefits of bank products:

  • No more postdated checks or invoicing customers
  • Collect your tax preparation fees directly from your clients’ refunds
  • Allow your customers to take advantage of competitive Refund Advance products
  • Easy check printing

TaxWise offers the largest variety of bank product programs; ranging from low cost options to traditional offerings. We have something to fit your business. Visit the TaxWise Refund Transfer Products site for more information.

Learn about our Refund Transfer Products

Tax Preparer Solutions to Move You Forward

Tax preparers like you are being challenged to rethink how they do business. Learn how tax offices are using cloud solutions like TaxWise® Online to do more returns faster and work remotely. As you look ahead to the future, we’re here to help you navigate the new normal.

Learn more

Contact a Representative or Download a Trial

Let us help you find the right solution for your business! Call 866-345-4172 today.

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