Whether you run a multi-office tax operation or a large service bureau, TaxWise can help take your business to the next level. You need a partner who understands how challenging it can be to run a service bureau. With our expertise in the tax industry, we can help you maximize efficiency across offices, grow your business and increase your revenue.
Existing Service Bureau Customers
Frequently Used Resources
Software Solutions to Fit Your Tax Offices
TaxWise has solutions for Service Bureaus looking to provide options for their customers. Ensure you have access to a full suite of tax preparation software available in both TaxWise Desktop or TaxWise® Online. TaxWise value-added solutions are designed to fit your business and grow with your needs.
Value-Added Solutions to Grow with Your Business
TaxWise offers a wide range of solutions to help you elevate your business. Set your business apart from your competition and increase your revenue with the option to resell tools like tax education and CPE options, audit protection and assistance, integrated tax help and office management.
Your business is unique and resources are available to help you and your business every step of the way -- from installations to co-branding, marketing materials, and a variety of bank product options. These options will help you build revenue, increase productivity and expand your service offerings.
Custom OfferingsOne size does not always fit all. Build custom packages and pricing that fit the needs of your customer base. Choose from online and on-premise solutions to create a unique set of options. TaxWise allows you to co-brand the tools your customers use to create brand awareness.
Refund Transfer Products
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.
Central Office ManagerMulti-office management with TaxWise is simplified with our Central Office Manager, a cloud-based tool that assists with your multi-office setup, tax season monitoring and support for your sub-offices.
Remote ToolsOffer packages that allow you to provide the sophisticated features you need to support your customers’ move to remote tax preparation securely, with options like Mobile, Vault, iFirm and e-Signature.
How Joe Rogers provides better customer service and support with TaxWise Online
Federal Direct Tax Services supports about 400 tax prep offices. During the COVID-19 pandemic, the offices, many of them one-person shops, were about to become overwhelmed with phone calls from clients about operating hours and tax changes. To ensure partner offices could stay focused on processing returns, Federal Direct set up an 800 number to handle client questions. Their use of TaxWise Online helped them pivot and work remotely without missing a beat.
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