Experts In Understanding The Complexities of Multi-Office Tax Operations

Whether you run a multi-office tax operation or a large service bureau, TaxWise can help take your business to the next level. You need a partner who understands how challenging it can be to run a service bureau. With our expertise in the tax industry, we can help you maximize efficiency across offices, grow your business and increase your revenue.

Existing Service Bureau Customers

Frequently Used Resources
  • Custom Offerings
    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.
  • Refund Transfer Products

    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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  • Central Office Manager
    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.
  • Remote Tools
    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.
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