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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**OFFER: Offer expires 12/31/2019. Valid only in the U.S. This 3-year price lock offer applies only to new customers and not current customers of a Wolters Kluwer income tax compliance product. For eligible customers that renew their TaxWise software package in tax years 2020 and 2021, the price will match the tax year 2019 price point. As a condition to eligibility, customers must renew their TaxWise software package in subsequent, consecutive years (tax years 2020 and 2021). This promo applies to all TaxWise Desktops and TaxWise Online packages. This offer is non-transferable, not for resale and may not be combined with other offers, special promos, renewal discounts, discounts or multi-year price locks. Applicable taxes, e-file fees, bank product and other fees apply and are additional. This offer applies to new purchases only and is not for items previously purchased. Offer excludes any services or goods not expressly stated here as being provided. Use of the software and related services discussed herein are subject to the terms and conditions of the applicable license agreements, other applicable requirements and the software refund policy (See Wolters Kluwer reserves the right to modify or limit this offer in its sole discretion.

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.


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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