Introducing the Smart Tax Office powered by TaxWise Online
The next generation of tax preparation — AI-powered automation, in-app research, and mobile tools that save time, reduce errors, and help grow your business.
Leverage the power of AI with TaxWise Online + Mobile + CCH® AnswerConnect
Smart Tax Office solutions empower professional tax preparers to go beyond and work smarter, not harder. Work securely from your office or anywhere you choose, while AI-driven tools streamline data collection, automate document entry, and provide instant, authoritative tax research.
With TaxWise Online + Mobile + CCH AnswerConnect, you can serve clients faster, with greater accuracy, and with fewer manual steps.
Get the full Smart Tax Office experience - Here's what's new for 2025
TaxWise Smart Tax Office empowers tax preparers with a tax preparation solution that features AI-powered document extraction and in-app tax research. Save time, reduce errors, and work smarter with integrated tools designed to keep your firm productive and efficient throughout tax season and beyond.
Smart mobile tools
Provide your clients with a secure way to enter basic tax return information and upload tax documents from the comfort of their smartphone, computer, or tablet.
AI automates tax document extraction and ID scanning — no manual keying means fewer errors — while a built-in referral sharing capability helps clients promote your business with ease.
Guided, error-free returns
The Visual Line Guide keeps you on track inside TaxWise Online, reducing mistakes and making complex returns easier to complete with confidence.
AI-powered research at your fingertips
CCH® AnswerConnect is integrated directly into TaxWise Online, giving you instant, authoritative answers without leaving your workflow.
Enhance your Smart Tax Office with these integrated solutions
Staying on top of technology trends available in the tax industry can help elevate your business, providing greater convenience and flexibility to your current and potential tax clients.
TaxWise Mobile
Provide your clients with a secure way to enter basic tax return information and upload tax documents from the comfort of their smartphone, computer, or tablet. The data flows directly into their tax return in TaxWise Online saving you valuable data entry time.
Secure client portal
Discover a smarter way to share documents with clients. Quickly and securely exchange documents using a customizable cloud-based portal, where clients can store and retrieve their completed tax returns and source documents from any web browser, at any time.
Business texting
Through our integration with Textellent, you can enable automated texting from your current office phone number to manage your clients more effectively and reduce unnecessary phone calls and missed emails, all while building up your referrals and reviews.
Refund transfers
TaxWise® offers a wide selection of fee payment options that allow your tax clients to deduct their 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.
Taking your tax office to the next level with TaxWise® Smart Tax Office
How making the switch to TaxWise Online saved one customer's business
Jerome Tate leads a successful family-run tax prep business that spans decades. Read about his intriguing story of how switching to TaxWise Online saved his business during Covid and has continued to provide benefits to a newer, more tech-savvy generation of tax customers.
Want to see the Smart Tax Office in action?
Watch a free TaxWise Online demo today