“We are honored that our TaxWise® Online professional tax software was recognized as one of the 2021 Top New Products by Accounting Today,” said Shannon Bond, Vice President and Segment Leader, US Preparer Market, Wolters Kluwer Tax and Accounting North America. “The current tax season requires tax preparers to change how they work with clients. Our innovative TaxWise® Online solution and its Virtual Tax Office provides tax preparers with tools they need to prepare tax returns, access and store their source documents, collect e-signatures, and securely share sensitive tax documents with their clients in a virtual format from anywhere, at any time.”
“With practitioners looking to get through the second filing season of the pandemic with as little in-person contact with clients as possible, tools like the new mobile interface for TaxWise® Online will make all the difference,” noted Accounting Today editors.
TaxWise® Online was specifically designed for tax professionals that need to be ready to access their tax returns and source documents remotely at any time. The TaxWise® Virtual Tax Office features an easy-to-use TaxWise® Mobile interview tool that allows their clients 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, from their smartphone, or in-person at a tax office. TaxWise® Mobile also helps tax preparers attract new clients via social media channels or web search. Clients can click on the preparer’s social media advertisement or a link on their website to visit a custom mobile website where they can start their tax prep interview process.