Prepare more tax returns with greater accuracy and efficiency with TaxWise®

taxwise-card-benefit-4-1536x1024

TaxWise® provides tax preparers with the industry’s leading professional tax preparation software that helps you maximize productivity, revenue, and efficiency so you can focus on your clients and growing your tax business. Whether you prepare individual 1040 or business tax returns or are a New Tax Preparer, an Experienced Tax Preparer, or a Service Bureau, TaxWise has the tools and resources to help you prepare and file more U.S. tax returns in less time — anywhere, anytime, with our Virtual Tax Office.

TaxWise offers a wide selection of fee payment options; ranging from traditional refund transfer products (bank products), to low-cost options that help you collect your fees at no cost to your taxpayer. Power your business with TaxWise today!

See TaxWise in Action
Contact Us

Existing customers

TaxWise customer support

Additional TaxWise features

  • Maximize client refunds
  • Interview-style and forms-based Interface
  • Vault document storage
  • Electronic signatures
  • Business texting
Contact a solutions consultant

Choose your TaxWise package

Packages starting at $1,565 | Deferred Payment options available (Contact Sales)
  • 400 Package
  • Unlimited Package
  • 100 Package
  • Limited Package

Products

Most Popular

TaxWise Online

Single Office Package Price $3,293

  • 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

  • $20 Per Add'l Individual 1040 Tax Return

  • $40 Per Add’l Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature ($4.25 per event)

  • *Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($431)

  • TaxWise Expert Services ($323)

  • Refund Estimator ($99)

  • Textellent 400 ($599)

  • Return Retrieval ($139)

    Not included
  • Prior Year Individual 1040 & Business E-File ($5.50)

TaxWise Desktop

Single Office Package Price $3,293

  • 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

  • $20 Per Add'l Individual 1040 Tax Return

  • $40 Per Add’l Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature ($4.25 per event)

  • *Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($431)

    Not included
  • TaxWise Expert Services ($323)

  • Refund Estimator ($99)

  • Textellent 400 ($599)

  • Return Retrieval ($139)

  • Prior Year Individual 1040 & Business E-File ($5.50)

Products

TaxWise Online

Single Office Package Price $3,606

  • 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

  • Central Office Manager

  • E-Signature ($4.25 per event)

  • *Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($431)

  • TaxWise Expert Services ($323)

  • Refund Estimator ($99)

  • Textellent (See Available Options)

  • Return Retrieval ($139)

    Not included
  • Prior Year Individual 1040 & Business E-File ($5.50)

TaxWise Desktop

Single Office Package Price $3,606

  • 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

  • Central Office Manager

  • E-Signature ($4.25 per event)

  • *Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($431)

    Not included
  • TaxWise Expert Services ($323)

  • Refund Estimator ($99)

  • Textellent (See Available Options)

  • Return Retrieval ($139)

  • Prior Year Individual 1040 & Business E-File ($5.50)

Products

TaxWise Online

Single Office Package Price $1,565

  • 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

  • $20 Per Add'l Individual 1040 Tax Return

  • $40 Per Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature ($4.25 per event)

  • *Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($431)

  • TaxWise Expert Services ($323)

  • Refund Estimator ($99)

  • Textellent 100 ($299)

  • Return Retrieval ($139)

    Not included
  • Prior Year Individual 1040 & Business E-File ($5.50)

TaxWise Desktop

Single Office Package Price $1,565

  • 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

  • $20 Per Add'l Individual 1040 Tax Return

  • $40 Per Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature ($4.25 per event)

  • *Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($431)

    Not included
  • TaxWise Expert Services ($323)

  • Refund Estimator ($99)

  • Textellent 100 ($299)

  • Return Retrieval ($139)

  • Prior Year Individual 1040 & Business E-File ($5.50)

TaxWise Online Limited

Annual License Fee: $356* 

Available add-ons

Enhance your TaxWise package with these additional modules.

Sign up for a free TaxWise demo
Register today to see TaxWise in action!

Real customers going beyond with TaxWise

  • TaxWise customer insights
Case Study

Since switching to TaxWise back in 2007, my business has grown continuously. I now have over 500 clients, and I am the only preparer in my business. The software has made this possible with no problem.

Jane Black
card-asset-video-product-taxwise-solutions-for-the-modern-tax-preparer-1536x1024
Virtual tax office solutions

Powered by TaxWise® Online, our Virtual Tax Office provides you with the ability to access your tax returns and source documents from wherever your business takes you — using your laptop, tablet, or smartphone.

Complete cloud-based access to your tax office with:


TaxWise Online: Access your tax returns and source documents anytime, anywhere
Online Vault: Organize and store your client's tax documents online
E-signature: Compliant in-person and remote electronic signing
Client Portal: Secure two-way file sharing and online document storage
TaxWise Mobile: Taxpayer mobile interview tool
Join us for a live webinar
Visit our TaxWise live webinars, product demos, and on-demand videos page to register for a live group session with a Solution Architect and get answers to your questions.

Contact sales

Fill out the form to receive an introductory email and phone call from one of our Solutions Consultants focused on growing tax preparation businesses in your area.

Call us

866-345-4171

Back To Top