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TaxWise® Professional Tax Software

Prepare more returns with greater accuracy.

Handle a high volume of returns quickly and easily.

The TaxWise desktop version streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer popular refund options to simplify your workflow through integration with CCH® iFirm Practice Manager.

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.

See why tens of thousands of professionals power their business with TaxWise

Prepare more returns faster & with Greater Accuracy

TaxWise Pay-Per-Return

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TaxWise ProFiling

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TaxWise Power

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Secure emailing
CCH iFirm Client Portal

Simplify document management with a smarter way to securely organize and share documents within your office and with your clients:

  • Eliminate unsecure e-mails
  • Reduce print costs.
Tax research
Tax Research

Get comprehensive coverage and authoritative reports on tax legislation with Wolters Kluwer books and publications – a trusted leader in tax research.

W2/1099

Complete and e-File all your federal payroll returns quickly and easily. W-2/1099 provides:

  • Easy import from Client Accounting Suite, QuickBooks®, and Peachtree®
  • Familiar form-based interface
  • Year-to-year rollover feature for one-and-done data entry

Settlement Solutions

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 Settlement Solution site for more information.

Learn about our Settlement Solutions

Contact a Representative or Download a Trial

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

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