2026 will bring dedicated training experiences for TaxWise® and ATX™ users
Why attend GetWise?
GetWise is the must-attend conference for TaxWise users looking to prepare for the upcoming tax season with the latest tax law content and tax software training. And with 8 continuing education credits, you can meet the requirements before the end of the year while networking with other professional colleagues and industry experts.
Register before Aug. 31, 2026, to claim the Early Bird discount. Don't miss this opportunity to elevate your skills and prepare for a successful tax season!
GetWise 2026 Sessions
Review all session details, continuing education credits, and schedule.
Houston, TX
Tuesday, Dec. 1
Miami, FL
Monday, Dec. 7
New York City, NY
Thursday, Dec. 10
Can't make it in person? Join us at our GetWise Virtual event.
Join GetWise Virtual on Monday, Dec. 14 and Tuesday, Dec. 15 for the same expert-led session, exciting TaxWise product enhancement announcements, refresher training, and tax law updates, all from the comfort of your office.
Contact your Account Manager at 1-800-493-9244 to register for this two-day, live, virtual event to gain the knowledge, tools and confidence to make next tax season, your best tax season!
Session details are subject to change. Specific schedule shown, applies to in-person venues. Updated as of July 2026.
Breakfast and showcase | 7-7:50 a.m.
Complimentary breakfast and networking. Meet with Wolters Kluwer solution experts and marketplace exhibitors to learn more about your TaxWise software.
General session: Tax law updates | 8-11:50 a.m.
Members of the Brownstein Law Firm will provide the latest tax policy developments, proposed regulations, notices, and executive actions that have a significant impact on tax law, including Individual and Family Tax, Home/Individual/Small Business Energy Tax Issues, Retirement Tax, Cryptocurrency, Tax Administration, and more.
Includes a 20-minute break from 9:40-10 a.m.
4 CE/CPE
Includes a 20-minute break from 9:40-10 a.m.
4 CE/CPE
Lunch and showcase | 12-1 p.m.
Complimentary lunch and networking. Meet with Wolters Kluwer solution experts and marketplace exhibitors to learn more about your TaxWise software
Leveraging AI tools to improve tax preparation accuracy and efficiency | 1-1:50 p.m.
In only a short time, artificial intelligence (AI) has proven itself to be a powerful tax preparation tool for completing individual tax returns faster and with greater accuracy. In this session, attendees will receive firsthand training on how to preparer and complete a Federal 1040 tax return, while using TaxWise Online’s AI enhanced tools.
Speaker:
Jamie VanDerHagen, Technology Product Management Director, Wolters Kluwer Tax & Accounting
1 CE/CPE
Speaker:
Jamie VanDerHagen, Technology Product Management Director, Wolters Kluwer Tax & Accounting
1 CE/CPE
The tax client trifecta: Tips for serving the 1040, business and tax law insights customer | 1:50-2:40 p.m.
Business success in the tax preparation business will come to professionals that diversify their tax services. This means becoming skilled at not only preparing an accurate Federal 1040 tax return, but also meeting customer needs in the important areas of business returns and tax law insights. In this session, attendees will receive hands-on training on preparing and serving customers in all three areas.
Speaker:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
1 CE/CPE
Speaker:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
1 CE/CPE
Break | 2:40-3 p.m.
Attendees will take a 20-minute break between sessions.
Streamlining your tax preparation business with TaxWise (updated for 2026) | 3-3:50 p.m.
This session provides a practical, application-focused overview of methods used to improve proficiency in the preparation of Federal Form 1040 individual income tax returns utilizing TaxWise Desktop and TaxWise Online. Participants will examine key system functionalities, including the customization of form defaults, configuration of print sets, and the use of integrated tools designed to support efficient tax return preparation and document management.
The program also addresses the use of mobile applications and secure file storage features within the TaxWise platform, including an overview of TaxWise Mobile. Emphasis is placed on identifying features that support workflow efficiency, accuracy, and client communication within a tax preparation environment.
Speaker:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
1 CE/CPE
Tax season readiness (updated for 2026) | 3:50-4:40 p.m.
This session provides a structured overview of tax season readiness considerations for the 2026 filing year, with a focus on identifying and utilizing available TaxWise resources and system updates. Participants will review key support tools accessible through the TaxWise Support page, including Knowledge Base resources, My Account management, software downloads, and available Spanish-language materials.
The program also examines recent enhancements and updates in TaxWise Online, along with an overview of bank product options and related workflows. Emphasis is placed on recognizing support features and system tools that assist in preparing for filing season, maintaining compliance, and improving operational readiness.
Speaker:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
1 CE/CPE
The program also examines recent enhancements and updates in TaxWise Online, along with an overview of bank product options and related workflows. Emphasis is placed on recognizing support features and system tools that assist in preparing for filing season, maintaining compliance, and improving operational readiness.
Speaker:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
1 CE/CPE
VP & Director of Product Management executive Q&A huddle | 4:40-5 p.m.
A closing TaxWise product leadership huddle with customers for final Q&A, drawing giveaways, and a special attendee-only product benefit offer.
Frequently asked questions
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Continuing education credits
Individuals that attend and participate throughout the entirety of our venue schedules, will receive 8 continuing education credits. A copy of our CPE crediting policy can be provided upon registrant request. In addition, a summary of CPE qualification requirements will also be summarized at the start of each event venue location (whether virtual or in-person).
Furthermore, CE, CPE, and CTEC Credits, if applicable, will be issued by CCH CPELink within 14 days after each session ends:- IRS CE credits are reported directly to your PTIN account
- CTEC credits are reported directly to the California Tax Education Council
- CPE Certificates of Completion will be available for printing and downloading from your complimentary account at CCHCPELink.com (you will receive a notification email)
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Pricing and purchasing
The retail registration cost to attend one of the in-person GetWise in 2026 is $209, though a 10% early-bird discount incentive will be extended to individuals that make their registration purchase on or before August 31. To apply the discount when purchasing online, individuals will use Promo Code 26GW10.
Individuals can purchase their GetWise registration one of two ways:- By contacting their assigned TaxWise account manager or by calling the TaxWise account management line at 1-800-493-9244
- By purchasing online via the GetWise event website
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Cancellation policy & refundsCancellations made on or before November 1, 2026, will receive a full refund. For cancellations made on or after November 2, 2026, no refund will be issued.
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General questions
What is included with my GetWise registration purchase?
Your GetWise registration purchase includes the GetWise event venue of your choice (either in-person or virtual). In-person attendees will have breakfast and lunch provided.
What happens after I purchase my GetWise registration?
New registrants to the GetWise event, will receive an order confirmation email generally within 72 hours after placing their order.
Will the GetWise event itinerary and content vary across different locations?
Attendees, regardless of the location they choose, will follow the same itinerary schedule and receive the same content.
What should I consider when selecting the GetWise attendance location of my choice?
While all of our four (4) GetWise 2026 locations/venues will have the same content, our in-person venues will have different seating capacities for attendees. For instance, our Wolters Kluwer office venues (NYC and Houston) will have a smaller seating capacity than our hotel venue (Miami). The estimated seating capacities for each in-person venue is as follows:
- Houston, TX – Seating Capacity (55 attendees)
- Miami, FL – Seating Capacity (200 attendees)
- New York City, NY – Seating Capacity (60 attendees)
With these seating capacities in mind, we recommend individuals to sign-up early for the in-person event of their choice. By comparison, our GetWise Virtual event will have ample registration capacity (1000+).
Additional questions
Please email all questions to [email protected]