Taking Your Tax Office Remote with TaxWise® Online - Jerome Tate
Jerome Tate leads a successful family-run tax prep business that spans decades. Watch his intriguing story of how switching to TaxWise Online likely saved his business during Covid and has continued to provide benefits to a newer, more tech-savvy generation of tax customers.
Taking Your Tax Office Remote with TaxWise® Online - Jerome Tate
TaxWise tax preparation software helps you maximize productivity, revenue, and efficiency so you can focus on your clients and growing your tax business.
Whether you are a new tax preparer focusing on 1040s only, a service bureau, or an established tax office doing everything including business tax returns, TaxWise has got you covered.
New for 2025 (coming November), TaxWise Online and Mobile save tax preparers valuable time with automated document extraction, a simplified taxpayer interview experience, and a new referral program to help grow your business.
Get lightning quick answers to your tax law questions without having to leave the return you're working on in TaxWise Online with CCH® AnswerConnect, our AI-powered tax research solution.
Leverage the power of AI to take your tax preparation business to the next level. Contact us at 800-493-9242 to take advantage of your Smart Tax Office today!
Save valuable time preparing tax returns with our robust tax preparation tools and features
Take your tax office fully remote with TaxWise Online
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Interview and forms mode
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Tax research
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eSignature
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Tax refund products
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Integrations and partner solutions
Interview and forms mode
TaxWise’s flexible data entry interface helps beginners and experts alike prepare returns quickly and easily with a step-by-step interview mode or traditional forms-based input.
Maximize client returns with our “What If” Mode where you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
TaxWise Desktop software stores your tax return data on your machine and provides access to both 1040 Individual and 1065, 1120, 1120S, 1041, 706, 709, 990 Business tax returns.
Maximize client returns with our “What If” Mode where you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
TaxWise Desktop software stores your tax return data on your machine and provides access to both 1040 Individual and 1065, 1120, 1120S, 1041, 706, 709, 990 Business tax returns.
CCH® AnswerConnect
Put all the information you need at your fingertips and get answers to your tax research questions in less time. Tax research can be challenging, whether you are an experienced researcher or a new professional. Get expertly-authored answers on thousands of tax and accounting topics – all in one place.
TheTaxBook for TaxWise
TaxWise has partnered with TheTaxBook to provide the most comprehensive and fastest way to find answers to your tax questions directly from within TaxWise® Online.
With TheTaxBook, you can easily access relevant tax information without having to go far. Having the most up-to-date tax information at your fingertips is critical during tax season. Find information fast, with well-written and easy-to-understand explanations and examples.
Save time so you can focus on getting your clients' taxes done quicker than ever!
With TheTaxBook, you can easily access relevant tax information without having to go far. Having the most up-to-date tax information at your fingertips is critical during tax season. Find information fast, with well-written and easy-to-understand explanations and examples.
Save time so you can focus on getting your clients' taxes done quicker than ever!
Electronic signatures
Strengthen your reputation as a client-focused, technology-savvy business by offering eSignature options to your clients. When a 1040 is ready for signing, the system generates an e-mail to the client, tracks the form’s completion, and sends automated reminders, if needed.
Documents are sent for eSignature via an “envelope” and a $4.25 fee is assessed at the time the envelope is sent to the taxpayer for signature. Envelopes may contain 1 or more documents for signature.
Stay compliant and collect taxpayers’ signatures both in-person and remotely using the eSignature functionality for TaxWise.
Documents are sent for eSignature via an “envelope” and a $4.25 fee is assessed at the time the envelope is sent to the taxpayer for signature. Envelopes may contain 1 or more documents for signature.
Stay compliant and collect taxpayers’ signatures both in-person and remotely using the eSignature functionality for TaxWise.
Refund transfer solutions
TaxWise® offers a wide selection of fee payment options that allow your clients to deduct the tax preparation fees from their tax refund; ranging from traditional refund transfer products (bank products), to low-cost options at no cost to your taxpayer.
Integrations and partner solutions
As a leader in the tax industry, TaxWise has partnered with other key solutions providers to give TaxWise users the most bang for their buck.
Take advantage of discounts and exclusive deals available to tax preparers who use Wolters Kluwer tax preparation software.
Through our third-party partnerships and integrations, we also offer great tools that can help your tax office drive more revenue.
Take advantage of discounts and exclusive deals available to tax preparers who use Wolters Kluwer tax preparation software.
Through our third-party partnerships and integrations, we also offer great tools that can help your tax office drive more revenue.
Existing customers
TaxWise customer support
Your TaxWise® Purchase Could Earn You $500!
New users can shop and save 25% with promo code USZP-25N2NTWWEB and automatically enter to win 1 of 4 $500 Visa Gift Cards.* Upgrade to the Smart Tax Office today and combine your TaxWise® Online savings with TaxWise® Mobile and CCH® AnswerConnect add-ons for a smarter, more efficient workflow.
*Offer valid only for new users making online purchases of select TaxWise® packages. Expires November 30, 2025. Cannot be combined with other offers or applied to previous purchases. Excludes TaxWise® Limited package. Enter promo code USZP-25N2NTWWEB at checkout. Each qualifying purchase automatically enters you to win 1 of 4 $500 Visa® Gift Cards. Winners will be randomly selected and gift cards emailed two weeks after the end of the Cyber Month sale. Other restrictions may apply.
*Offer valid only for new users making online purchases of select TaxWise® packages. Expires November 30, 2025. Cannot be combined with other offers or applied to previous purchases. Excludes TaxWise® Limited package. Enter promo code USZP-25N2NTWWEB at checkout. Each qualifying purchase automatically enters you to win 1 of 4 $500 Visa® Gift Cards. Winners will be randomly selected and gift cards emailed two weeks after the end of the Cyber Month sale. Other restrictions may apply.
Choose your TaxWise package
Get two for the price of one! All TaxWise Online packages also include TaxWise Desktop software | Packages starting at $1,689
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TaxWise Online
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TaxWise Desktop
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Most Popular TaxWise Online 100 Package
$1,689 for Unlimited Users* | TaxWise Desktop Included Free of Charge
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TaxWise Online 400 Package
$3,559 for Unlimited Users* | TaxWise Desktop Included Free of Charge
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TaxWise Online Unlimited Package
$3,899 for Unlimited Users* | TaxWise Desktop Included Free of Charge
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TaxWise Online Limited Package
Annual License Fee: $389*
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Integrated Easy Interview
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$35 Per Add'l Individual 1040 Tax Return
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*Plus a One Time 69 Processing Fee
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*Single Office Package Price
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Forms and States |
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Available Tax Returns
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Includes 100 Individual 1040 Tax Returns |
Includes 400 Total Tax Returns: Includes any combination of Individual 1040 and Business tax returns up to 400 |
Includes Unlimited Total Tax Returns |
Individual 1040 Returns: $35 / Return |
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Federal & State Individual 1040
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Additional Features |
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E-Signature ($4.25 per event)
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Available Add-Ons |
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Prior Year Individual 1040 & Business E-File
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Return Retrieval
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Not Included |
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Not Included |
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Most Popular TaxWise Desktop 100 Package
$1,689 for Unlimited Users*
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TaxWise Desktop 400 Package
$3,559 for Unlimited Users*
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TaxWise Desktop Unlimited Package
$3,899 for Unlimited Users*
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Details |
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Included |
Included |
Included |
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Integrated Easy Interview
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Included |
Included |
Included |
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$35 Per Add'l Individual 1040 Tax Return
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Included |
Included |
Included |
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Included |
Included |
Included |
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*Plus a One Time 69 Processing Fee
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Included |
Included |
Included |
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*Single Office Package Price
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Included |
Included |
Included |
Forms and States |
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Available Tax Returns
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Includes 100 Individual 1040 Tax Returns |
Includes 400 Total Tax Returns: Includes any combination of Individual 1040 and Business tax returns up to 400 |
Includes Unlimited Total Tax Returns |
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Federal & State Individual 1040
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Included |
Included |
Included |
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Included |
Included |
Included |
Additional Features |
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Included |
Included |
Not Included |
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Not Included |
Not Included |
Included |
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E-Signature ($4.25 per event)
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Included |
Included |
Included |
Available Add-Ons |
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Prior Year Individual 1040 & Business E-File
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Included |
Included |
Included |
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Return Retrieval
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Included |
Included |
Included |
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Included |
Included |
Included |
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Not Included |
Not Included |
Not Included |
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Available add-ons
Enhance your TaxWise package with these additional modules.
Return retrieval
Avoid the heartache of lost or damaged client files by having a secure backup. Restore your current and two prior year tax returns quickly and easily when you purchase Return Retrieval.
TaxWise Mobile
Provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet. Save time by having your clients upload tax documents and enter basic return data via TaxWise Mobile that then flows directly into their tax return in TaxWise Online.
Textellent
Through our integration with Textellent, you can enable automated texting from your current office phone number to manage your clients more effectively and reduce unnecessary phone calls and missed emails, all while building up your referrals and reviews.
TaxWise Expert Services
Choose a date and time that meets your needs and let our white-glove service complete a hassle-free installation, tax return conversion, and implementation of your new TaxWise Solution.
See TaxWise in action
Sign up for a live TaxWise trial today to see how you can take your tax office to the next level!
Taking Your Tax Office Remote with TaxWise® Online - Jerome Tate
Jerome Tate leads a successful family-run tax prep business that spans decades. Watch his intriguing story of how switching to TaxWise Online likely saved his business during Covid and has continued to provide benefits to a newer, more tech-savvy generation of tax customers.
Taking Your Tax Office Remote with TaxWise® Online - Jerome Tate
Taking Your Tax Office Remote with TaxWise Online - Jerome Tate
Jerome Tate leads a successful family-run tax prep business that spans decades. Watch his intriguing story of how switching to TaxWise Online likely saved his business during Covid and has continued to provide benefits to a newer, more tech-savvy generation of tax customers.
Increasing Productivity with TaxWise® Online - Carl Artinger
Operating a 3000+ customer tax return preparation business is no small feat. Fortunately, TaxWise Online, the industry's leading cloud-based, tax preparation software, is the perfect technology for such a task. Watch as Carl Artinger explains why TaxWise Online is the best tax prep software for his growing practice.
Increasing Productivity with TaxWise® Online - Carl Artinger
Increasing Productivity with TaxWise Online - Carl Artinger
Operating a 3000+ customer tax return preparation business is no small feat. Fortunately, TaxWise Online, the industry's leading cloud-based, tax preparation software, is the perfect technology for such a task. Watch as Carl Artinger explains why TaxWise Online is the best tax prep software for his growing practice.
Gaining Tax Prep Efficiency with TaxWise® Online: Linda Twigg
Listen as tax preparer Linda Twigg discusses why TaxWise Online is the best cloud-based tax preparation software on the market. Whether it be greater collaboration with fellow preparers on your team, anytime/anywhere access to return records or the easy-to-use tax interface, learn how TaxWise Online can meet all your tax preparation needs.
Gaining Tax Prep Efficiency with TaxWise® Online: Linda Twigg
Gaining Tax Prep Efficiency with TaxWise Online - Linda Twigg
Listen as tax preparer Linda Twigg discusses why TaxWise Online is the best cloud-based tax preparation software on the market. Whether it be greater collaboration with fellow preparers on your team, anytime/anywhere access to return records or the easy-to-use tax interface, learn how TaxWise Online can meet all your tax preparation needs.
Grow Your Business with TaxWise® Online - Kevin Lynch
Kevin Lynch is president of Lynch Tax Consultants, Ltd. and is a long time TaxWise user. While he has tried other tax software, Kevin has found no replacement for the incredible value of TaxWise. Watch as he touts the impressive features of TaxWise Online that allow him to continue growing his tax practice.
Grow Your Business with TaxWise® Online - Kevin Lynch
Grow Your Business with TaxWise Online - Kevin Lynch
Kevin Lynch is president of Lynch Tax Consultants, Ltd. and is a long time TaxWise user. While he has tried other tax software, Kevin has found no replacement for the incredible value of TaxWise. Watch as he touts the impressive features of TaxWise Online that allow him to continue growing his tax practice.
TaxWise® Preparation Software is Powerful, Yet Easy to Use - Nils Lenz
Making the complex simple is what makes TaxWise® a superior tax preparation software for tax preparers from all backgrounds. Watch as Nils Lenz, owner of B & N Lenz Enterprises, LLC, recommends TaxWise as the most user-friendly, easy-to-use tax software on the market.
TaxWise® Preparation Software is Powerful, Yet Easy to Use - Nils Lenz
TaxWise Preparation Software is Powerful, Yet Easy to Use - Nils Lenz
Making the complex simple is what makes TaxWise a superior tax preparation software for tax preparers from all backgrounds. Watch as Nils Lenz, owner of B&N Lenz Enterprises, LLC, recommends TaxWise as the most user-friendly, easy-to-use tax software on the market.
Case studies
Taking your tax office remote with TaxWise Online
How TaxWise Online helped Jerome Tate increased tax season productivity
Increasing productivity with TaxWise Online
How TaxWise Online helped Carl Artinger shift from corporate auditor to successful tax prep business entrepreneur
How TaxWise supports tax preparer success at every stage of growth
Rodolfo Lamas shares how TaxWise® helps tax preparers and service bureaus succeed
Request a consultation
Please fill out the form on the right to request a quick consultation with our sales team.New customers: 800-493-9242
Existing customers/renewals: 800-493-9244
Support
To contact our customer support team, please visit the TaxWise Solution Center. There, you will be able to:
- Chat with our support team
- Open a support case and select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.