Prepare More Tax Returns with Greater Accuracy and Efficiency with TaxWise®

TaxWise® provides tax preparers with the industry’s leading professional tax preparation software that helps you maximize productivity, revenue, and efficiency so you can focus on your clients and growing your tax business. Whether you prepare individual 1040 or business tax returns or are a New Tax Preparer, an Experienced Tax Preparer, or a Service Bureau, TaxWise has the tools and resources to help you prepare and file more U.S. tax returns in less time — anywhere, anytime, with our Virtual Tax Office.

TaxWise offers a wide selection of fee payment options; ranging from traditional refund transfer products (bank products), to low-cost options that help you collect your fees at no cost to your taxpayer. Power your business with TaxWise today!

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Choose Your TaxWise Package

Bundle Packages Starting at $1,299 | Save 20% With Promo Code 21NDECDAYS
Deferred Payment Options Available
  • 400 Package
  • Unlimited Package
  • 100 Package
  • Pay-Per-Return Packages

Products

TaxWise Desktop

Package Price $2,740

  • Includes 400 Tax Returns

  • Federal & State Individual

  • Federal & State Business

  • Individual E-File

  • Business E-File

  • $20 Per Add'l Individual Tax Return

  • $40 Per Add'l Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

Most Popular

TaxWise Online

Package Price $2,500

  • Includes 400 Tax Returns

  • Federal & State Individual

  • Federal & State Business

    Not included
  • Individual E-File

  • Business E-File

    Not included
  • $20 Per Add'l Individual Tax Return

  • $40 Per Add'l Business Tax Return

    Not included
  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

    Not included

Products

TaxWise Desktop

Package Price $2,999

  • Includes Unlimited Tax Returns

  • Federal & State Individual

  • Federal & State Business

  • Individual E-File

  • Business E-File

  • Integrated Easy Interview

  • CCH® AnswerConnect Prime Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

TaxWise Online

Package Price $2,750

  • Includes Unlimited Tax Returns

  • Federal & State Individual

  • Federal & State Business

    Not included
  • Individual E-File

  • Business E-File

    Not included
  • Integrated Easy Interview

  • CCH® AnswerConnect Prime Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

    Not included

Products

Products

TaxWise Desktop

Package Price $1,299

  • Includes 100 Tax Returns

  • Federal & State Individual

  • Federal & State Business (Pay-Per-Return)

  • Individual E-File

  • Business E-File

  • $20 Per Add'l Individual Tax Return

  • $40 Per Business Tax Return

  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

TaxWise Online

Package Price $1,299

  • Includes 100 Tax Returns

  • Federal & State Individual

  • Federal & State Business (Pay-Per-Return)

    Not included
  • Individual E-File

  • Business E-File

    Not included
  • $20 Per Add'l Individual Tax Return

  • $40 Per Business Tax Return

    Not included
  • Integrated Easy Interview

  • CCH® AnswerConnect Mini Package

  • Central Office Manager

  • E-Signature

  • Plus $59 Processing Fee

Available Add-Ons
  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

    Not included

Products

TaxWise Desktop

Annual License Fee $619 - Includes a $300 Non-Refundable Deposit to be used towards pay-per-return(s)

  • Integrated Easy Interview

    Not included
  • CCH® AnswerConnect Mini Package

    Not included
  • Plus $29 Processing Fee

Individual Returns
  • $20 Federal, All States, E-filing

    Not included
  • $20 Federal, 1 State, E-filing

  • $12 Additional State

Business Returns
  • $35 Federal, 1 State, E-filing

  • $18 Additional State

Available Add-Ons
  • E-Signature

  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

TaxWise Online

Annual License Fee $299

  • Integrated Easy Interview

    Not included
  • CCH® AnswerConnect Mini Package

  • Plus $29 Processing Fee

Individual Returns
  • $20 Federal, All States, E-filing

  • $20 Federal, 1 State, E-filing

    Not included
  • $12 Additional State

    Not included
Business Returns
  • $35 Federal, 1 State, E-filing

    Not included
  • $18 Additional State

    Not included
Available Add-Ons
  • E-Signature

  • TaxWise Mobile ($399)

  • TaxWise Expert Services

  • Refund Estimator ($99)

  • Return Retrieval ($155)

    Not included
Try TaxWise for Free
Activate Your Commitment-Free TaxWise Trial with No Expiration Date
Hear What Our Customers Are Saying
  • TaxWise Customer Insights
Case Study

Since switching to TaxWise back in 2007, my business has grown continuously. I now have over 500 clients, and I am the only preparer in my business. The software has made this possible with no problem.

Jane Black
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Virtual Tax Office Solutions

Powered by TaxWise® Online, our Virtual Tax Office provides you with the ability to access your tax returns and source documents from wherever your business takes you — using your laptop, tablet, or smartphone.

Complete cloud-based access to your tax office with:

 

TaxWise Online: Access your tax returns and source documents anytime, anywhere
Online Vault: Organize and store your client's tax documents online
eSignature: Compliant in-person and remote electronic signing
Client Portal: Secure two-way file sharing and online document storage
TaxWise Mobile: Taxpayer mobile interview tool

Contact Sales

Fill out the form to receive an introductory email and phone call from one of our Solutions Consultants focused on growing tax preparation businesses in your area.
*December Giveaway Days — Offer expires Dec. 31, 2021. Must Use Promo Code 21NDECDAYS. New TaxWise software purchases only; cannot be combined with additional software bundles or purchases. Offer does not include TaxWise Pay-Per Return packages. NO PURCHASE IS NECESSARY TO ENTER AND A PURCHASE WILL NOT IMPROVE YOUR CHANCES OF WINNING. Visit https://engagetax.wolterskluwer.com/21NDECDAYS to review the full list of official rules for the 2021 December Giveaway Days New Purchase Sweepstakes.
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