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.
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.
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