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!
TaxWise® December Giveaway Days: New purchases save 20% on TaxWise and are entered to win great prizes all month long! Use promo code: 23NDECDAYS at checkout.
Existing Customers
Additional TaxWise features
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Maximize client refunds
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Interview-style and forms-based Interface
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Vault document storage
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Electronic signatures
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Business texting
Contact a Solutions Consultant
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400 Package
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Unlimited Package
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100 Package
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Limited Package
Products
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Includes 400 Total Tax Returns
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Federal & State Individual 1040
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Federal & State Business Returns (In TaxWise Desktop)
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Free Individual 1040 & Business E-File
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$20 Per Add'l Individual 1040 Tax Return
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$40 Per Add’l Business Tax Return
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Integrated Easy Interview
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CCH® AnswerConnect Mini Package
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Central Office Manager
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E-Signature ($3.99 per event)
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*Plus $59 Processing Fee
Available Add-Ons
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TaxWise Mobile ($399)
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TaxWise Expert Services ($299)
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Refund Estimator ($99)
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Textellent 400 ($599)
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Return Retrieval ($139)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
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Includes 400 Total Tax Returns
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Federal & State Individual 1040
-
Federal & State Business Returns (In TaxWise Desktop)
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Free Individual 1040 & Business E-File
-
$20 Per Add'l Individual 1040 Tax Return
-
$40 Per Add’l Business Tax Return
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Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
Central Office Manager
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E-Signature ($3.99 per event)
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*Plus $59 Processing Fee
Available Add-Ons
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TaxWise Mobile ($399)
Not included -
TaxWise Expert Services ($299)
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Refund Estimator ($99)
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Textellent 400 ($599)
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Return Retrieval ($139)
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Prior Year Individual 1040 & Business E-File ($5.50)
Products
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Includes Unlimited Tax Returns
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Federal & State Individual 1040
-
Federal & State Business Returns (In TaxWise Desktop)
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Free Individual 1040 & Business E-File
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Integrated Easy Interview
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CCH® AnswerConnect Prime Package
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Central Office Manager
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E-Signature ($3.99 per event)
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*Plus $59 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($399)
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TaxWise Expert Services ($299)
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Refund Estimator ($99)
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Textellent (See Available Options)
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Return Retrieval ($139)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
-
Includes Unlimited Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (In TaxWise Desktop)
-
Free Individual 1040 & Business E-File
-
Integrated Easy Interview
-
CCH® AnswerConnect Prime Package
-
Central Office Manager
-
E-Signature ($3.99 per event)
-
*Plus $59 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($399)
Not included -
TaxWise Expert Services ($299)
-
Refund Estimator ($99)
-
Textellent (See Available Options)
-
Return Retrieval ($139)
-
Prior Year Individual 1040 & Business E-File ($5.50)
Products
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Includes 100 Individual 1040 Tax Returns
-
Federal & State Individual 1040
-
Federal & State Business Returns (In TaxWise Desktop)
-
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 ($3.99 per event)
-
*Plus $59 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($399)
-
TaxWise Expert Services ($299)
-
Refund Estimator ($99)
-
Textellent 100 ($299)
-
Return Retrieval ($139)
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 (In TaxWise Desktop)
-
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 ($3.99 per event)
-
*Plus $59 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($399)
Not included -
TaxWise Expert Services ($299)
-
Refund Estimator ($99)
-
Textellent 100 ($299)
-
Return Retrieval ($139)
-
Prior Year Individual 1040 & Business E-File ($5.50)
TaxWise Online Limited
Available add-ons
Enhance your TaxWise package with these additional modules.
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TaxWise Customer Insights
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.
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
• eSignature: 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
to register for a live group session with a Solution Architect and get answers to your questions.
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