Prepare More Tax Returns with Greater Accuracy and Efficiency with TaxWise®

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!

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Existing Customers

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Choose Your TaxWise Package

Bundle Packages Starting at $1,399 | Deferred Payment Options Available (Contact Sales)
  • 400 Package
  • Unlimited Package
  • 100 Package
  • Pay-Per-Return Package

Products

Most Popular

TaxWise Online

Package Price $2,575

  • Includes 400 Total Tax Returns

  • Federal & State Individual

  • Federal & State Business (on TaxWise Desktop)

  • Individual E-File

  • Business E-File

  • $20 Per Add'l Individual Tax Return

  • $40 Per Add’l Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Textellent 400 ($599)

  • Return Retrieval ($139)

    Not included
TaxWise Desktop

Package Price $2,877

  • Includes 400 Total Tax Returns

  • Federal & State Individual

  • Federal & State Business (on TaxWise Desktop)

  • Individual E-File

  • Business E-File

  • $20 Per Add'l Individual Tax Return

  • $40 Per Add’l Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

    Not included
  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Textellent 400 ($599)

  • Return Retrieval ($139)

Products

TaxWise Online

Package Price $2,833

  • Includes Unlimited Tax Returns

  • Federal & State Individual

  • Federal & State Business (on TaxWise Desktop)

  • Individual E-File

  • Business E-File

  • Integrated Easy Interview

  • CCH® AnswerConnect Prime Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Textellent (See Available Options)

  • Return Retrieval ($139)

    Not included
TaxWise Desktop

Package Price $3,149

  • Includes Unlimited Tax Returns

  • Federal & State Individual

  • Federal & State Business (on TaxWise Desktop)

  • Individual E-File

  • Business E-File

  • Integrated Easy Interview

  • CCH® AnswerConnect Prime Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

    Not included
  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Textellent (See Available Options)

  • Return Retrieval ($139)

Products

Products

TaxWise Online

Package Price $1,339

  • Includes 100 Individual Tax Returns

  • Federal & State Individual

  • Federal & State Business (on TaxWise Desktop)

  • Individual E-File

  • Business E-File

  • $20 Per Add'l Individual Tax Return

  • $40 Per Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Textellent 100 ($299)

  • Return Retrieval ($139)

    Not included
TaxWise Desktop

Package Price $1,364

  • Includes 100 Individual Tax Returns

  • Federal & State Individual

  • Federal & State Business (on TaxWise Desktop)

  • Individual E-File

  • Business E-File

  • $20 Per Add'l Individual Tax Return

  • $40 Per Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

    Not included
  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Textellent 100 ($299)

  • Return Retrieval ($139)

Try TaxWise for Free
Activate Your Commitment-Free TaxWise Trial with No Expiration Date
Hear What Our Customers Are Saying
  • 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
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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
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

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.
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