Custom OfferingsOne 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.
Central Office ManagerMulti-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 ToolsOffer 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.
Try TaxWise for Free
Missing the form below?
To see the form, you will need to change your cookie settings. Click the button below to update your preferences to accept all cookies. For more information, please review our Privacy & Cookie Notice.