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TaxWise® ProFiling Package™

The perfect fit for your growing business’ federal and state returns.

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TaxWise® ProFiling Package™

The TaxWise ProFiling Package allows you to prepare all federal and state 1040 forms and schedules quickly, easily, and accurately. One low fee per TIN covers e-Filing for all federal, extension, and state returns.

Ideal for Tax Professionals who:

  • Prepare federal and state individual returns
  • Prepare returns in a single state or multiple states
  • Serve both English- and Spanish-speaking clientele
  • Need a solution capable of growing with your business
  • Need reliable research, training, and customer support

Included with TaxWise ProFiling

  • All federal 1040 forms and schedules
  • Over 60 bilingual forms that easily flip between English and Spanish
  • All states with a filing requirement
  • Free software conversions

Why Choose TaxWise?

  • No network fees
  • All federal individual forms
  • Unlimited users in each location with discounts for additional offices
  • Award-winning customer support based in the U.S.
  • Complimentary user guides and access to the Training Electronic Filing Center training environment
  • Integration with refund solutions and revenue tools*

    • * Additional fees, additional enrollment, or special qualifications may apply.
System Requirements
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

See TaxWise in Action

Give TaxWise a test drive with a no-obligation free trial or attend a demo webinar led by a Wolters Kluwer Solutions Consultant.

Start Free Trial

"I have found a tool in TaxWise that I have not had in prior programs: time savings. I am able to prepare a tax return in a much more efficient manner, thus making my time available to help clients the way that I am needed."

- Barbara Suveg, CPA, P.A

Read Their Story

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