TaxWise® Service Bureau and Multisite Solutions

One size does not always fit all. Build custom packages and pricing that fit the needs of your customer base. Choose from online and on-premise solutions to create a unique set of options. TaxWise allows you to co-brand the tools your customers use to create brand awareness.

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.

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Multi-office management with TaxWise is simplified with our Central Office Manager, a cloud-based tool that assists with your multi-office setup, tax season monitoring and support for your sub-offices.

Offer packages that allow you to provide the sophisticated features you need to support your customers’ move to remote tax preparation securely, with options like Mobile, Vault, iFirm and e-Signature.