As more preparers modernize their workflow ahead of next tax season, one theme keeps coming up: the tax preparation businesses that make things easier for clients are the ones that grow. And the easiest way to do that is by removing friction from the very first step; client intake.
Taxpayers want convenience and TaxWise Mobile delivers it
Today’s taxpayers expect the same ease they get from banking apps, food delivery, and online shopping. They don’t want to print documents, drive across town, or dig through email threads.
TaxWise Mobile gives them a faster, more intuitive way to work with you:
- Snap and upload documents directly from their phone
- Answer intake questions without logging into a computer
- Quickly see their estimated refund
- Track progress without calling your office
- Reduce back and forth by sending everything in one centralized place
- Skip the office visit entirely if they prefer
A smoother client experience means a smoother workflow for you
When clients can send what you need quickly and with confirmed accuracy, your entire season runs more efficiently. TaxWise Mobile helps you:
- Speed up intake
- Reduce missing documents
- Improve data quality
- Cut down on chasing clients
- Complete more returns in less time
Your best clients become your best advocates
When someone has a smooth, stress‑free experience, they want to tell people. TaxWise Mobile supports that natural momentum with a built‑in referral link clients can share in seconds. And because each link is tied to your ERO, every new taxpayer lands exactly where they should — in TaxWise® Online, giving you a steady stream of new clients with zero extra effort.