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TaxWise

Tax Software

TaxWise® Tax Preparation Software

Tax preparation software for professional tax preparers

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Tax & Accounting

Tax Software

Improve staff engagement and client satisfaction while streamlining productivity with a digital tax workflow that integrates advanced technologies, intelligent diagnostics, and practical review tools.
Tax Software
Professional Tax Software
Tax Preparer Software
Corporate Tax Software
Firm Management

Support increased productivity, firm growth, and staff engagement by streamlining areas such as staffing, document management, time and billing, reporting, marketing, workflow, and project tracking.
Firm Management
Practice Management
- CCH Axcess Practice
- CCH ProSystem fx Practice Management
Workflow Software
- CCH Axcess Workflow
- CCH Axcess Workstream
Client Experience
Audit & Accounting

Improve audit quality, improve revenue, and create a collaborative client experience with a scalable end-to-end audit workflow that emphasizes professional judgment and supports the data-driven audit.
Audit and Accounting
Audit Software
Methodology & Guidance
Engagement Solutions
Research & Learning

Remain compliant, mitigate risks, and improve revenue by providing staff with the research and staff development tools they need to access the most accurate and up-to-date information available.
Research and Learning
Tax and Accounting Research
Learning & CPE
Tax Legislation
Support

Learn about updates and feature releases, find login links, and access support for solutions, including CCH Axcess, CCH ProSystems fx, CCH AnswerConnect, ATX, Taxwise, and more.
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Existing Customers
Training & Consulting Services
Firm Resources
Tax & Accounting News
Shop

Get access to a range of software, online and print publications, and professional training courses that help tax, accounting, and municipal law experts develop their knowledge and stay up-to-date.
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Software
Learning and Training
Publications
Subject Area

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

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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!

Cyber Week savings: Save 20% on TaxWise® Online and Get TaxWise® Mobile for free with promo code: 23TWOCYBR.

See TaxWise in Action

See TaxWise in Action

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Existing Customers

TaxWise Customer Support

TaxWise Online Login

TaxWise Online Login

GetWise Virtual Training

Solution Center

Solution Center

Renew Your Software

Renew Your Software

Virtual Tax Office

TaxWise® Online

Our Virtual Tax Office is powered by TaxWise® Online and enhanced with our Vault Document Storage, eSignature, Client Portal and TaxWise Mobile to help support your ability to run a cloud-based tax preparation business securely, and access all your tax returns and office documents anytime, anywhere.

TaxWise Mobile

TaxWise® Mobile

Provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet. The taxpayer uses TaxWise Mobile to upload tax documents and enter basic return data that flows directly into their tax return in TaxWise Online — saving you valuable time.

TaxWise Desktop

TaxWise® Desktop

Installed locally in your office computer and office network, our powerful 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.

Time-Saving Features

Time-saving features

Prepare more tax returns with our time-saving tools: live refund monitor, intuitive color-coding, hyperlinked diagnostics to check any e-filing errors before you file, integrated line by line tax help, and tax form defaults that allow you to cut your tax prep time by 20%!

Refund Transfers

Refund transfers

TaxWise® offers a wide selection of fee payment options that allow your clients to deduct the tax preparation fees from their tax refund; ranging from traditional refund transfer products (bank products), to low-cost options at no cost to your taxpayer.

Bilingual Spanish Features

Bilingual Spanish features

Leverage over 60 tax forms and schedules in Spanish. Display the on-screen TaxWise forms and help in Spanish, and print a copy for your client in their language of preference. Bilingual product support is also available to ensure your team always has the help it needs.

Additional TaxWise features

Maximize client refunds

With the TaxWise “What If” Mode, you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
Interview-style and forms-based Interface

TaxWise’s flexible data entry interface helps beginners and experts alike prepare returns quickly and easily with a step-by-step interview mode or traditional forms-based input.
Vault document storage

Upload unlimited client documents and images to the cloud. Vault integrates seamlessly with TaxWise Online to provide you access to the stored images right alongside the tax return.
Electronic signatures

Strengthen your reputation as a client-focused, technology-savvy business by offering eSignature options to your clients. When a 1040 is ready for signing, the system generates an e-mail to the client, tracks the form’s completion, and sends automated reminders, if needed.

Documents are sent for eSignature via an “envelope” and a $3.99 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.
Business texting

Seamless integration with Textellent automatically sends out personalized text messages with important tax return status updates and other relevant business communications.
Learn More

Contact a Solutions Consultant

Choose your TaxWise package

Bundle packages starting at $1,848 | Deferred Payment options available (Contact Sales)

400 Package
Unlimited Package
100 Package
Limited Package

TaxWise Online

Single Office Package Price $3,049

Includes 400 Total 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 Add’l 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 400 ($599)
Return Retrieval ($139)
Not included
Prior Year Individual 1040 & Business E-File ($5.50)

TaxWise Desktop

Single Office Package Price $3,049

Includes 400 Total 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 Add’l 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 400 ($599)
Return Retrieval ($139)
Prior Year Individual 1040 & Business E-File ($5.50)

TaxWise Online

Single Office Package Price $3,339

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)
TaxWise Expert Services ($299)
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 $3,339

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)

TaxWise Online

Single Office Package Price $1,449

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)

TaxWise Desktop

Single Office Package Price $1,449

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

Annual License Fee: $330*

Individual 1040 Returns

$20 per Federal, All States, E-filing

Business Returns

$40 per Federal, All States, E-Filing

Available Add-Ons

E-Signature ($3.99 per event)

TaxWise Mobile ($399)
TaxWise Expert Services ($299)
Refund Estimator ($99)
Textellent Mini ($139)
*Plus $29 Processing Fee

Available add-ons

Enhance your TaxWise package with these additional modules.

Return retrieval

Avoid the heartache of lost or damaged client files by having a secure backup. Restore your current and two prior year tax returns quickly and easily when you purchase Return Retrieval.

TaxWise Mobile

TaxWise Mobile integrates seamlessly with TaxWise Online, giving your clients the freedom and flexibility to start their tax return 24/7 via their smartphone, computer, or tablet.

Refund Estimator

Refund Estimator is a co-brandable website you can share with your current and potential new clients to enter basic information and receive an estimated federal refund amount in minutes.

TaxWise Expert Services

Choose a date and time that meets your needs and let our white-glove service complete a hassle-free installation, tax return conversion, and implementation of your new TaxWise Solution.

Try TaxWise for free

Activate your commitment-free TaxWise trial with no expiration date

TaxWise Online Trial

TaxWise Online Trial

TaxWise Desktop Trial

TaxWise Desktop Trial

Real customers going beyond with TaxWise

TaxWise Customer Insights

Case Study

Jasmine Dabbs creates profitable businesses with TaxWise® Online

"TaxWise Online cuts the time it takes to prepare a tax return in half, and that time quickly adds up over hundreds of returns."

— Jasmine Dabbs
President, Wizard Tax Software, LLC

Download Case Study

Watch Video

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

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.

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Contact sales

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866-345-4171

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