TaxWise tax preparation software helps you maximize productivity, revenue, and efficiency so you can focus on your clients and growing your tax business. Whether you are a new tax preparer focusing on 1040s only, a service bureau, or an established tax office doing everything including business tax returns, TaxWise has got you covered.
New for 2025 (coming November), tax preparers can save valuable time doing tax research with CCH® AnswerConnect integrated into TaxWise Online. Get lightning quick answers to your tax law questions with our AI-powered tax research solution without having to leave the return you're working on.
Automated document extraction, a referral program to help grow your business, and a simplified taxpayer interview experience will also be exclusively available with TaxWise Mobile - take advantage of your Smart Tax Office today and leverage the power of AI to take your tax preparation business to the next level.
Save valuable time preparing tax returns with our robust tax preparation tools and features
Take your tax office fully remote with TaxWise Online
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Interview and forms mode
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Tax research
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eSignature
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Tax refund products
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Integrations and partner solutions
Interview and forms mode
Maximize client returns with our “What If” Mode where you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
TaxWise Desktop software stores your tax return data on your machine and provides access to both 1040 Individual and 1065, 1120, 1120S, 1041, 706, 709, 990 Business tax returns.
CCH® AnswerConnect
TheTaxBook for TaxWise
With TheTaxBook, you can easily access relevant tax information without having to go far. Having the most up-to-date tax information at your fingertips is critical during tax season. Find information fast, with well-written and easy-to-understand explanations and examples.
Save time so you can focus on getting your clients' taxes done quicker than ever!
Electronic signatures
Documents are sent for eSignature via an “envelope” and a $4.25 fee is assessed at the time the envelope is sent to the taxpayer for signature. Envelopes may contain 1 or more documents for signature.
Stay compliant and collect taxpayers’ signatures both in-person and remotely using the eSignature functionality for TaxWise.
Refund transfer solutions
Integrations and partner solutions
Take advantage of discounts and exclusive deals available to tax preparers who use Wolters Kluwer tax preparation software.
Through our third-party partnerships and integrations, we also offer great tools that can help your tax office drive more revenue.
Existing customers
Save 25% and get the best price when you purchase TaxWise directly online!
Take the next step in scaling your tax office with powerful tools built for efficiency and growth. Get 25% off select TaxWise® packages when you purchase online using promo code 25N2NTWWEB at checkout. Offer ends September 30*.
*Promo only available to new TaxWise users when purchasing online. Offer expires September 30, 2025, and cannot be combined with any other offers or discounts. Offer does not apply to previous purchases and is not available for the TaxWise® Limited package. Other restrictions may apply. Use promo code 25N2NTWWEB at checkout.
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100 Package
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400 Package
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Unlimited Package
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Limited Package
Products
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Includes 100 Individual 1040 Tax Returns
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Federal & State Individual 1040
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Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
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Free Individual 1040 & Business E-File
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$35 Per Add'l Individual 1040 Tax Return
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$55 Per 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 ($4.25 per event)
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*Plus a One-Time $69 Processing Fee
Available Add-Ons
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TaxWise Mobile ($469)
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TaxWise Expert Services ($339)
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Refund Estimator ($116)
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Textellent 100 ($404)
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Return Retrieval ($162)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
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Includes 100 Individual 1040 Tax Returns
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Federal & State Individual 1040
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Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
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Free Individual 1040 & Business E-File
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$35 Per Add'l Individual 1040 Tax Return
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$55 Per 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 ($4.25 per event)
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*Plus a One-Time $69 Processing Fee
Available Add-Ons
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TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
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Refund Estimator ($116)
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Textellent 100 ($404)
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Return Retrieval ($162)
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Prior Year Individual 1040 & Business E-File ($5.50)
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 (1065 and 1120S now available in TaxWise Online)
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Free Individual 1040 & Business E-File
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$35 Per Add'l Individual 1040 Tax Return
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$55 Per Add’l Business Tax Return
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Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
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Central Office Manager
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E-Signature ($4.25 per event)
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*Plus a One-Time $69 Processing Fee
Available Add-Ons
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TaxWise Mobile ($469)
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TaxWise Expert Services ($339)
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Refund Estimator ($116)
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Textellent 400 ($779)
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Return Retrieval ($162)
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 (1065 and 1120S now available in TaxWise Online)
-
Free Individual 1040 & Business E-File
-
$35 Per Add'l Individual 1040 Tax Return
-
$55 Per Add’l Business Tax Return
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Integrated Easy Interview
-
CCH® AnswerConnect Mini Package
-
Central Office Manager
-
E-Signature ($4.25 per event)
-
*Plus a One-Time $69 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
-
Refund Estimator ($116)
-
Textellent 400 ($779)
-
Return Retrieval ($162)
-
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
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Federal & State Business Returns (1065 and 1120S now available in TaxWise Online)
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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 ($4.25 per event)
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*Plus a One-Time $69 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($469)
-
TaxWise Expert Services ($339)
-
Refund Estimator ($116)
-
Textellent (See Available Options)
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Return Retrieval ($162)
Not included -
Prior Year Individual 1040 & Business E-File ($5.50)
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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 a One-Time $69 Processing Fee
Available Add-Ons
-
TaxWise Mobile ($469)
Not included -
TaxWise Expert Services ($339)
-
Refund Estimator ($116)
-
Textellent (See Available Options)
-
Return Retrieval ($162)
-
Prior Year Individual 1040 & Business E-File ($5.50)
TaxWise Online Limited
Individual 1040 Returns
$35 per Federal, All States, E-filingBusiness Returns
1065 and 1120S now available in TaxWise Online$55 per Federal, All States, E-Filing
Available Add-Ons
E-Signature ($4.25 per event)TaxWise Mobile ($469)
TaxWise Expert Services ($339)
Refund Estimator ($116)
Textellent Mini ($188)
*Plus $69 Processing Fee
Available add-ons
Enhance your TaxWise package with these additional modules.
Return retrieval
TaxWise Mobile
Refund Estimator
TaxWise Expert Services
See TaxWise in action
Sign up for a live TaxWise demo today to see how you can take your tax office to the next level!
Case studies
Taking your tax office remote with TaxWise Online
Increasing productivity with TaxWise Online
How TaxWise supports tax preparer success at every stage of growth
Contact sales
Don't want to wait on hold? Fill out the form on the right to request a quick call back from our sales team.Existing customers/renewals: 800-493-9244
Support
To contact our customer support team, please visit the TaxWise Solution Center. There, you will be able to:
- Chat with our support team
- Open a support case and select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.