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.
- 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
- 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.
NEW Updates to TaxWise 2019
Mask SSN/EIN on Print Output
Security options available to mask SSN and EIN on printed output while printing returns
Custom Print Packets
Custom print packets options
Textellent (Save up to 25% on Textellent packages)
Grow your business with automated texting. Textellent allows you to automatically send out personalized text messages for Invitations to your past clients, Referral requests to current clients, Appointment reminders, Reminders for missing paperwork or payment and Win-back offers to non-returning clients
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.
Get comprehensive coverage and authoritative reports on tax legislation with Wolters Kluwer books and publications – a trusted leader in tax research.
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
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.Contact Us