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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:

  • NEW! 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
TaxWise Desktop 2017 System Requirements

For best performance, follow the "Best" (recommended) system requirements


What's the difference in "Base", "Better" and "Best" configurations?
  • Base: TaxWise will install and run correctly in this minimal configuration, but performance may not be suitable for some users
  • Better: Enhances performance and application response times to meet the needs of most TaxWise users
  • Best: Recommended for optimum performance, especially for users who prepare complex returns or large numbers of returns
Operating System Notes

What is CCH SFS's recommendation regarding Windows 10?
TaxWise is certified to run under Windows 10 with either Internet Explorer 11 or Google Chrome.

Do your products support the new Edge Browser released with Windows 10?
The Microsoft Edge browser is not certified for use with TaxWise. Microsoft also allows you to use Internet Explorer 11 rather than the new Edge browser. For more information on how to use Internet Explorer 11 on Windows 10, see Microsoft's instructions.

Note: CCH SFS follows the Microsoft Lifecycle policy for their line of products so please note the following Microsoft Internet Explorer version announcement which will take effect January 12, 2016.

Do you support Windows 10 Home or Education versions?
No, as with the Windows 7 Home version, we will not support the Home or Education versions of Windows 10.

Where should I report issues when running on a Windows 10 machine?
It is our goal to address all functional software issues with our products on new operating systems prior to our software releases. Should you encounter an issue unique to the Windows 10 operating system, please open a support ticket.

Can TaxWise be installed on a network attached storage (NAS) devices?
Due to performance and stability issues with some NAS devices, we do not support the installation of TaxWise on these devices.

DVD Installation

Installation from DVD requires a compatible optical DVD drive. If installing from a DVD, check your system's installation device:

  1. Click Windows® Start menu, right-click Computer, and select Manage
  2. Click Device Manager
  3. Under DVD/CD-ROM drives, double-click the device name. (The Device Type must include "DVD.")
Browser Support
  • Internet Explorer 11 or Edge
  • Google Chrome
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)
ATX

ATX 2017 System Requirements


For best performance, follow the "Best" (recommended) system requirements.

Stand-Alone, Workstation, and Workstation/Server Installations

 

Base

Better

Best

Operating System1

Windows® 7 SP1

Windows® 8.1

Windows® 8.1 or Windows® 10

Processor

Intel® Core™ Duo or Intel® Core™ i3 and equivalent processors

Intel® Core™ i5 and equivalent processors

Intel® Core™ i7 and equivalent processors

Memory (RAM)

4 GB

4 GB

8 GB

Available Hard Disk Space

3 GB

10 GB

10 GB on Solid State Drive

Computer Monitor (Display)

1024x768

1024x768 or higher

1920x1080

Internet Browser

Internet Explorer® 11

Internet Explorer® 11

Internet Explorer® 11, Google Chrome, Microsoft Edge

Printer

Inkjet (non- W-2/ 1099 forms); Laser (W-2/1099 forms)

Inkjet (non- W-2/ 1099 forms); Laser (W-2/1099 forms)

Laser

Compare your system to ATX requirements

Use our System Analysis Tool to compare your system to the 2017 ATX system requirements.

What's the difference in "Base", "Better" and "Best" configurations?

  • Base: ATX will install and run correctly in this minimal configuration, but performance may not be suitable for some users
  • Better: Enhances performance and application response times to meet the needs of most ATX users
  • Best: Recommended for optimum performance, especially for users who prepare complex returns or large numbers of returns

1Operating Systems

  • Both 32-bit and 64-bit versions of Microsoft Operating systems are supported; however ATX is a 32-bit application.
  • Windows Vista is no longer supported; ATX 2017 cannot be installed on a Windows Vista system.
  • Windows 8 vs. 8.1 - Microsoft recommends all Windows 8 users upgrade to Windows 8.1 or 10.
  • Windows 10 - Refer to KB 15351 for important information regarding the Windows 10 operating system upgrade.

DVD Installation

Installation from DVD requires a compatible optical DVD drive.

Internet Connection Required

High-speed internet connection required for all install types (e.g. DSL, cable modem, T1/T3)

Browser Support

For Online Check Printing, Internet Explorer is required. Internet Explorer is recommended for the most dependable browser experience, though other browsers may perform acceptably depending on user configuration.

Server Only Installations

 

Base

Better

Operating System2

Windows® 7 SP1

Windows® Server 2008 R2 SP1

Processor

Intel® Core™ i5 and equivalent processors

Intel® Core™ i7 and equivalent processors

Memory (RAM)

8 GB

16 GB

Available Hard Disk Space

10 GB

10 GB Solid State Drive

Printer

Inkjet (non- W-2/ 1099 forms); Laser (W-2/1099 forms)

Laser

What's the difference in "Base" and "Better" server configurations?

  • Base: ATX will install and run correctly in this minimal configuration, but performance may not be suitable for some users
  • Better: Recommended for optimum performance, especially for users who prepare complex returns or large numbers of returns

2Operating Systems

  • Microsoft Windows Server 2003 and Microsoft Windows Server 2008 are no longer supported
  • Windows Small Business Server 2011 is not supported
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
Watch Video

Document Management

Get unlimited document capture and storage with Vault. Included with your TaxWise Online purchase, Vault enables you to capture and retain supporting taxpayer documentation and images for high-volume 1040 return preparation.

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.

Frequently Asked 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
  • .tif
  • .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!