LEX Expert AI

A better starting point for every return

Too much of tax preparation happens before review can even begin.

Documents arrive from multiple sources. Information needs to be entered, verified, compared against prior years, and researched before a preparer can focus on the work that truly requires professional judgment.

TaxWise with Expert AI changes the starting point.

By helping organize documents, extract and map tax-relevant information, and create a review-ready draft return, TaxWise reduces repetitive preparation work and helps your team move more quickly to review. The result is a simpler workflow, fewer manual touches, and more capacity for the work that matters most.

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From documents to review-ready returns

Tax offices don't need more technology. They need more capacity.

  • Review-ready draft returns

  • Tax research

  • eSignature

  • Tax refund products
  • Bilingual support

Review-ready draft returns

Create capacity without adding more hours. Tax offices face seasonal staffing constraints, rising return volumes, and increasing client expectations.

TaxWise with Expert AI helps reduce the manual work between client documents and a review-ready return so preparers can spend more time reviewing, serving clients, and applying professional judgment. 

CCH® AnswerConnect

Put all the information you need at your fingertips and get answers to your tax research questions in less time. Tax research can be challenging, whether you are an experienced researcher or a new professional. Get expertly-authored answers on thousands of tax and accounting topics – all in one place.
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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 $5 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.

Refund transfer solutions

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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Bilingual support

Easily serve diverse clients with over 60 tax forms and schedules in Spanish.

TaxWise lets you display on-screen forms and diagnostics in Spanish and print copies in your client’s preferred language. Our dedicated bilingual support ensures your team always has the guidance and help it needs to deliver a great client experience.

Existing customers

TaxWise customer support
TaxWise Login
TaxWise Login
GetWise
GetWise Annual Conference
Solution Center
Solution Center & Learning Portal
Renew Your Software
Renew Your Software

Choose your package

Whether you're launching a new tax office, growing an established business, or preparing for a larger volume season ahead, TaxWise with Expert AI helps you reduce manual work and create more capacity. | Choose the package that best matches your return volume and business needs.
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Most Popular

TaxWise 100 with Expert AI

$1,849 for Unlimited Users* 
https://shoptax.wolterskluwer.com/en/taxwise-online.html#8930
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TaxWise 400 with Expert AI

$3,899 for Unlimited Users* 
https://shoptax.wolterskluwer.com/en/taxwise-online.html#8933
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TaxWise UltraPro with Expert AI

$4,249 for Unlimited Users* 
https://shoptax.wolterskluwer.com/en/taxwise-online.html#8936
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TaxWise Limited with Expert AI

Annual License Fee: $429*
https://shoptax.wolterskluwer.com/en/taxwise-online.html#8939
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Details

Integrated Easy Interview

TaxWise Desktop Included

$39 Per Individual 1040 Tax Return

$6 Automation Fee Per Individual 1040 Tax Return

*One-Time $83 Processing Fee

*Single Office Package Price

Forms and States
Available Tax Returns

Includes 100 Individual 1040 Tax Returns

Includes 400 Total Tax Returns: Any combination of Individual 1040 and Business Returns

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Includes 2,500 Total Tax Returns: Any combination of Individual 1040 and Business Returns

$2 Per Return​ if 2,500 is Exceeded

Individual 1040 Returns: $39 Per Return

Business Returns: $61 Per Return

Federal & State Individual 1040

Additional Features

E-Signature

Prior Year 1040 & Business E-File 

Available Add-Ons

Available add-ons

Enhance your TaxWise package with these additional modules.

TaxWise Mobile

Give clients a simple, secure way to upload documents and provide information from their smartphone, tablet, or computer.
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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.
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Textellent

Communicate more effectively with clients through automated text messaging and appointment reminders.
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TaxWise Expert Services

Take advantage of white-glove onboarding, installation, data conversion, and implementation assistance.
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Meet the new TaxWise

The future of tax preparation isn't about typing faster. It's about starting further ahead.

See how TaxWise with Expert AI helps firms move from client documents to review-ready returns, create more capacity, and prepare for a more productive tax season.

Be First to Experience

Request a consultation

Please fill out the form on the right to request a quick consultation with our sales team.

New customers: 800-493-9242

Existing customers/renewals: 800-493-9244

Support

To contact our customer support team, please visit the TaxWise Solution Center. There, you will be able to:

  • Chat with our support team
  • Open a support case and select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.
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