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
-
Interview and forms mode
-
Tax research
-
eSignature
-
Tax refund products
-
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
Turn spooky prices into sweet fall savings!
Keep spooky costs from creeping up. Use AI-enhanced tax prep tools and streamlined workflows to slay those returns. Get 25% off select TaxWise® packages when you purchase online using promo code USZP-25N2NTWWEB at checkout. Offer ends October 31*.
*Promo only available to new TaxWise users when purchasing online. Offer expires October 31, 2025, and cannot be combined with any other offers or discounts. Offer does not apply to previous purchases and is not available for the TaxWise® Limited package. Other restrictions may apply. Use promo code USZP-25N2NTWWEB at checkout.
*Promo only available to new TaxWise users when purchasing online. Offer expires October 31, 2025, and cannot be combined with any other offers or discounts. Offer does not apply to previous purchases and is not available for the TaxWise® Limited package. Other restrictions may apply. Use promo code USZP-25N2NTWWEB at checkout.
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
-
100 Package
-
400 Package
-
Unlimited Package
-
Limited Package
Products
-
Includes 100 Individual 1040 Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 Per Business Tax Return
-
Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
*Single Office Package Price
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($469)
-
TaxWise Expert Services ($339)
-
Textellent 100 ($404)
-
Return Retrieval ($162)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
-
Includes 100 Individual 1040 Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 Per Business Tax Return
-
Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
*Single Office Package Price
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
-
Textellent 100 ($404)
-
Return Retrieval ($162)
-
Prior Year Individual 1040 & Business E-File ($5.50)
Products
-
Includes 400 Total Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 Per Add’l Business Tax Return
-
Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
-
*Single Office Package Price
Available Add-Ons
-
TaxWise Mobile ($469)
-
TaxWise Expert Services ($339)
-
Textellent 400 ($779)
-
Return Retrieval ($162)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
-
Includes 400 Total Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 Per Add’l Business Tax Return
-
Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
-
*Single Office Package Price
Available Add-Ons
-
TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
-
Textellent 400 ($779)
-
Return Retrieval ($162)
-
Prior Year Individual 1040 & Business E-File ($5.50)
Products
-
Includes Unlimited Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
Integrated Easy Interview
-
CCH® AnswerConnect Prime Package
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
-
*Single Office Package Price
Available Add-Ons
-
TaxWise Mobile ($469)
-
TaxWise Expert Services ($339)
-
Textellent (See Available Options)
-
Return Retrieval ($162)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
-
Includes Unlimited Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
Integrated Easy Interview
-
CCH® AnswerConnect Prime Package
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
-
*Single Office Package Price
Available Add-Ons
-
TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
-
Textellent (See Available Options)
-
Return Retrieval ($162)
-
Prior Year Individual 1040 & Business E-File ($5.50)
TaxWise Online Limited
Annual License Fee: $389*
Individual 1040 Returns
$35 per ReturnBusiness Returns
$55 per ReturnAvailable Add-Ons
TaxWise Mobile ($469)TaxWise Expert Services ($339)
Textellent (Contact sales for available options)
E-Signature ($4.25 per event)
*Plus $69 Processing Fee
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 demo 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.