TaxWise Online
Tax & AccountingFebruary 17, 2022

Grow Your Tax Business With A Taxpayer Mobile Interview Tool

By: Wolters Kluwer Tax and Accounting

Professional tax preparers looking for new ways to attract and retain tax clients can benefit from a mobile taxpayer interview tool.

Modern Tax Prep Solutions 

With TaxWise® Mobile, professional tax preparers can offer their tax clients the freedom and flexibility to choose how they want to complete their tax prep interview process and how they provide their source documents — from the comfort of their home, using their smartphone, or in-person at a tax office, giving tax businesses a competitive advantage during tax season and beyond. 

Using TaxWise® Mobile Is As Easy As 1, 2, 3! 

  1. Provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet — simply post your custom TaxWise Mobile link to your website or social media account, embed in an email, or share via text.
  2. The taxpayer uses TaxWise Mobile to securely upload tax documents and enter basic return data, including their income, expenses, and demographic information.
  3. After the interview is complete, the taxpayer will see an ‘estimated refund’ range generated directly from their inputs.

The taxpayer has the option to create an account and engage with you — the Tax Professional, to complete the tax return. Data entered in the TaxWise Mobile interview flows directly into TaxWise Online where you can see who has submitted an interview along with all their information and supporting documents.

Grow Your Tax Business With TaxWise® Mobile 

Headquartered in Atlanta, iTaxMobile, LLC is a tax preparation business that serves taxpayers looking for greater freedom and flexibility to start their IRS tax return preparation process with just a photo of their W2 or 1099, right from their cellphone, tablet, or home computer. Their mission is to provide convenient, interactive, and best-in-class tax preparation services for everyday Americans.

Watch our one-on-one conversation with iTaxMobile, LLC to learn more about the key to their success.

Virtual Tax Office Solutions

A Virtual Tax Office allows you to access your tax returns, source documents, and electronic signatures anytime, and anywhere — from home, at your client’s favorite restaurant, at a local community event, or your go-to coffee shop.

Ready to take the next step? Visit our TaxWise® website to learn more about our Virtual Tax Office solutions powered by TaxWise® Online, or click below to register for an upcoming live product demo.


Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and expertise that helps tax, accounting and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed and accuracy.

Back To Top