TaxWise® Online™ Professional Tax Software
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.
Handle a high volume of returns from anywhere
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.
TaxWise Online Lite
TaxWise Online Pro
TaxWise Online Enterprise
One low fee per taxpayer (TIN) covers e-filing for federal, extension and all state returns. A $59 processing fee is automatically added to all Pro and Enterprise Packages. TaxWise Online requires a high-speed or broadband internet connection.
1 Primary Sources includes the Internal Revenue Code, IRS Regulations and Publications, and Court Cases
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.
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.
Still have questions?
Take a look at our Frequently Asked Questions or give us a call today at 899-345-4171 to get started with simplified document capture and return preparation with TaxWise Online!
Try TaxWise Online
Call 866-345-4171 or sign up for a free trial of TaxWise Online!
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?
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.