TaxWise® Online™

Prepare returns quickly and easily with powerful form templates and shortcuts that provide secure settlement solutions to your clients anytime, anywhere.

Yes! I want to see why tens of thousands of tax professionals rely on TaxWise Online.

TaxWise® Online™

Experience the freedom and flexibility of accessing your clients' 1040 returns anywhere, anytime.

TaxWise Online (TWO) is the premier online professional tax preparation software for your federal and state individual returns.

Package Includes:

  • Document capture and unlimited storage with Vault.
  • All federal 1040 forms and schedules.
  • All states with a filing requirement.
  • Over 60 bilingual forms that easily flip between Spanish and English.
  • Fully integrated access to the most popular banks and settlement solutions*.
  • Electronic filing of federal and state returns.
  • Free software conversions.
  • Easy interview wizard for quickly starting a return.

You also receive:

  • Federal refund monitor.
  • Discounts on additional offices.
  • Award-winning, U.S.-based customer support.
  • Free User Guides.
  • Free use of our Training Electronic Filing Center.

*Additional fees, additional enrollment, or special qualifications may apply. TaxWise Online works with the following settlement solutions providers: Santa Barbara Tax Products Group®, Refund Advantage®, Republic Bank & Trust Company®, 3Fund™ and TaxWise Feecollect™.

System Requirements

System Requirements

Get the most out of your professional tax preparation software by aligning your work environment to the recommended system requirements. View the ATX and TaxWise System Requirements below and make sure your systems meet our minimum requirements.

TaxWise Online
TaxWise Online 2017 System Requirements

TaxWise Online is entirely web browser based

Browsers Supported:

  • Google Chrome (54+)
  • Internet Explorer 11 (11.0+)
  • Microsoft Edge (38.0)
  • Apple Safari (10.x)

For the best experience, we recommend:

  • Google Chrome
  • Screen resolution of at least 1024x768 / 768x1024
  • Device screen size of at least 7" (tablet size)
Conversions

We offer tools and services to help you convert from many other tax software products to ATX and TaxWise. More details available on the software conversions page.

Software Conversions


Current ATX customers click here and current TaxWise customers click here for a list of downloadable Conversion Programs.

Forms

With over 7,000 forms available in ATX and 3,000 forms in TaxWise, you will likely find the form you need to complete even your most complex returns. View a complete list of the forms and schedules available below.

TaxWise

TaxWise is designed to complete 1040s quickly and accurately, but also includes the business forms you need to complete 1120, 1120S, 1065, 1041, 990, 706, 709, and 5500 returns. View a list of forms and schedules available in TaxWise.

TaxWise Forms and Schedules
ATX

ATX has all the forms you need to complete anything from a simple individual 1040 to a complex business return. View a list of forms and schedules available in ATX.

ATX Forms and Schedules
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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

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

Businessman viewing his desk
e-Signature

Capture client signatures digitally for IRS within the TaxWise Online software. E-Signature allows you to easily and securely take advantage of the cost-effective convenience of e signatures for tax forms.

Introducing Vault: Unlimited Document Capture & Storage


Capture and retain supporting taxpayer documentation, for high-volume 1040 return preparation — now included with your TaxWise Online purchase for ZERO additional cost!

Vault is the new rapid document capture feature in TaxWise Online that allows you to capture and retain supporting documentation and images, for your client returns. The document capture and management system integrates with each individual return on TaxWise Online's secure platform, making it easy to:


Capture and upload unlimited documents, with inexpensive camera hardware.

Associate and integrate uploaded documentation to their respective returns.

Quickly locate and retrieve the information you need for each return.

Export returns with their supporting documentation, to give you the complete picture.


Watch Video

Watch the video to see this new feature in action, and give us a call today to get started with simplified document capture and return preparation with TaxWise Online!

Call 866-345-4171 or sign up for an evaluation of TaxWise Online

Frequently Ask Questions

What is Vault?

TaxWise Online's Vault feature is a fast, easy way to capture and store the documentation you need to complete a tax return. You can capture pictures of any document using an approved camera or upload a document provided electronically by your client. You'll find quick links to the documents on the left side of the screen, under the tax forms.

How much is Vault?

There is no additional charge for using Vault. If you choose to utilize the camera capture feature, separate camera purchase may be required (see below).

What is an approved camera, versus a non-approved camera?

We have tested Vault with certain cameras, and certify them to work. TaxWise customer support will only provide help when using an approved camera. Other cameras connected to your computer or device may work, but we cannot provide direct support for all cameras.

Which cameras are approved?
  • Ipevo Ziggi-HD Plus HD USB (CDVU-06IP)
  • Sobetter USB Camera (B01FXAXMHE)
  • Hue HD USB Camera (PC0004)
How much storage do I get?

Individual documents must be smaller than 4MB and be one of the supported file types, but no traditional storage limits are imposed.

Which file types are supported?

Vault supports:

  • .jpg
  • .jpeg
  • .png
  • .doc
  • .docx
  • .txt
  • .xls
  • .xlsx
  • .pdf
Can I get my pictures and documents out of Vault?

Yes! As the admin user, please use the Export feature. Documents associated with a return are packaged up WITH the return data, giving you an export of the entire return, documents and all.

What happens to my documents if I don't export them?

After 3 years, the documents will be purged.

I don't see Vault, what's wrong?

If the icon for Vault is not present, please contact your account manager for help.

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

Are you a volunteer tax preparer? Call (800) 201-6834 to learn more about our TaxWise® Online™ package exclusively for non-profit customers.

Try TaxWise Online

Call 866-345-4171 or sign up for a free trial of TaxWise Online!