linkedin
background
TaxWise® logo

TaxWise®

Brand: Wolters Kluwer

4.8

2 Ratings & 2 Reviews

Have Questions?

TaxWise designed to help tax preparers efficiently file individual and business returns while maximizing productivity and revenue. ...Read more

img

Get Free Expert Consultation

Let us know your business needs clearly

Advice

Verified & Trusted
Vendors

Payment

Safe & Secure
Payment

Guaranteed

Personalized
Experts Support

Starting at

$ 1689.00 /License

Features

  • check_icon Tax Preparation & Filing
  • check_icon Income & Deductions Management
  • check_icon Compliance & Audit Support
  • check_icon Business & Enterprise Features
  • check_icon Integration & Automation
  • See all img

TaxWise® Software Pricing, Features & Reviews

What is TaxWise?

TaxWise is a tax software suite from Wolters Kluwer, available in both desktop and cloud-based versions.

It is designed to support tax professionals from those handling simple 1040 returns to service bureaus managing complex business filings by streamlining workflows and enhancing productivity.

Key features include advanced diagnostics, real-time refund tracking, e-signature capabilities, a secure client portal, bilingual (Spanish/English) forms, and built-in help tools.

Why Choose TaxWise Tax Software?

  • Tax Filing Capabilities: Supports preparation and e-filing of both individual (1040) and business (1120, 1065, etc.) tax returns.
  • Cloud and Desktop Options: Offers both cloud-based and desktop versions, providing flexibility to work from anywhere.
  • User-Friendly Interface: Intuitive navigation and layout make it easy for professionals at all levels to use efficiently.
  • Built-in Diagnostics: Identifies potential errors and omissions to reduce rejections and ensure accurate returns.
  • Secure Client Portal: Enables safe document exchange and communication between tax preparers and clients.

Benefits of TaxWise Tax Software

  • IRS and State Compliance: Regularly updated to comply with the latest IRS and state tax regulations.
  • Time-Saving Tools: Includes client organizers, templates, and shortcuts to streamline tax preparation.
  • Multi-User Support: Ideal for offices with multiple preparers, with user permissions and tracking.
  • Scalable for Growth: Suitable for solo practitioners, small firms, and large tax offices or service bureaus.
  • Bank Product Integration: Seamlessly connects with refund transfer and advance services for client convenience.

TaxWise Pricing

TaxWise price in US starts at $1689 at techjockey.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

TaxWise® Pricing & Plans

TaxWise Online
  • Includes 100 Individual 1040 Tax Returns
  • Federal & State Individual 1040
  • Free Individual 1040 & Business E-File
  • Integrated Easy Interview
  • CCH® AnswerConnect Mini Package
    • Licenses
Starting at $ 1689.00
TaxWise Desktop
  • Includes 100 Individual 1040 Tax Returns
  • Federal & State Individual 1040
  • Free Individual 1040 & Business E-File
  • Integrated Easy Interview
  • CCH® AnswerConnect Mini Package
    • Licenses
Starting at $ 1689.00

Get TaxWise® Demo

We make it happen! Get your hands on the best solution based on your needs.

Interacted

TaxWise® Features

Tax Preparation & Filing

  • icon_check Direct Deposit Options for direct deposit of tax refunds into bank accounts.
  • icon_check Federal & State Tax Filing Preparation and electronic submission of federal and state tax returns.
  • icon_check Return Preview & Validation Review and validation of tax returns before submission to check for errors or omissions.
  • icon_check e-File Support Direct electronic submission to tax authorities.
  • icon_check Tax Extension Filing Assistance in filing for extensions when additional time is required.
  • icon_check Automated Form Filling Auto-population of tax forms using imported data to minimize manual entry.
  • icon_check Multi-Year Filing Capability to file returns for multiple tax years, including prior periods.
  • icon_check Real-Time Calculations Instant updates on tax liabilities or refunds as data is entered.

Income & Deductions Management

  • icon_check W-2 & 1099 Import Importation of income data from W-2 and 1099 forms.
  • icon_check Self-Employment Support Management of income and expenses for freelancers and independent contractors.
  • icon_check Charitable Contributions Tracking and application of deductions for eligible charitable donations.
  • icon_check Dependent Credits Calculation of credits and deductions for dependents.
  • icon_check Investment & Capital Gains Reporting Calculation of taxes on investment income, including stocks and bonds.
  • icon_check Rental Income Management Handling of income and deductions related to rental properties.
  • icon_check Medical & Educational Expenses Management of deductions related to medical costs and educational expenses.
  • icon_check Retirement Income & Contributions Handling of taxation on retirement income and contributions to retirement accounts.

Compliance & Audit Support

  • icon_check Automatic Updates Incorporation of the latest tax law changes automatically.
  • icon_check Error Checking Identification of errors with accuracy guarantees.
  • icon_check Audit Assistance Provision of support and guidance in the event of an audit.
  • icon_check ID Validation Verification of taxpayer identification numbers.
  • icon_check Tax Law Compliance Ensuring adherence to current federal and state tax regulations.
  • icon_check Audit Risk Assessment Evaluation of the likelihood of an audit based on return data.
  • icon_check Self-Employed & Gig Worker Compliance Ensuring proper reporting for self-employed individuals and gig workers.
  • icon_check Nonprofit Support Features tailored for non-profit organizations.
  • icon_check Franchise Tax Compliance Assistance with state franchise tax requirements.

Business & Enterprise Features

  • icon_check Business Tax Filing Preparation and filing for various business structures (C-Corp, S-Corp, LLC, Partnerships).
  • icon_check Asset Depreciation Calculation of asset depreciation and tracking of fixed assets.
  • icon_check Payroll Tax Management Calculation and reporting of payroll taxes.
  • icon_check Sales Tax Management Calculation and tracking of sales and use taxes.
  • icon_check Multi-State Support Handling of tax filings for businesses operating in multiple states.
  • icon_check International Reporting Management of reporting requirements for international transactions.
  • icon_check Nexus Management Identification of tax obligations based on business presence in various jurisdictions.

Integration & Automation

  • icon_check Third Party Integration Connections with additional third-party applications for extended functionality.
  • icon_check E-Signature Integration Support for electronic signatures on tax documents.
  • icon_check Financial Data Import Importation of financial data directly from banks and brokerage firms.
  • icon_check Accounting Software Integration Seamless integration with accounting platforms like QuickBooks.
  • icon_check Estimated Tax Automation Calculation and scheduling of estimated tax payments.
  • icon_check API Integration Customization and integration capabilities with other software systems.

Security & Data Protection

  • icon_check Data Encryption Protection of sensitive information through encryption.
  • icon_check Two-Factor Authentication (2FA) Enhanced security with an additional verification step.
  • icon_check Role-Based Access Control (RBAC) Role-based access to prevent unauthorized modifications.
  • icon_check GDPR and CCPA Compliance Adherence to data protection laws like GDPR and CCPA.
  • icon_check IRS Security Standards Compliance with IRS regulations for secure electronic filing.
  • icon_check Data Backup Automatic backups and data recovery options.
  • icon_check Fraud Protection Implementation of multiple measures to prevent fraudulent activities.

Analytics & Reporting

  • icon_check Customizable Reports Generation and export of detailed tax reports tailored to specific needs.
  • icon_check Cryptocurrency Reporting Calculation of taxes on cryptocurrency transactions.
  • icon_check Tax Planning & Forecasting Provision of future tax projections to assist in planning.

Others

  • icon_check Document Management Organization and storage of tax-related documents with cloud storage options.
  • icon_check Team Collaboration Support for multiple users, such as accountants and team members, to work on the same tax return.
  • icon_check Paper Filing Option to print and file paper tax returns for users who prefer manual filing.

TaxWise® Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows MacOS
  • DesktopTablet
  • Web-Based, Perpetual
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs
  • Phone, Forums
  • Webinars
  • English

TaxWise® Reviews

90%

Have recommended this product

Overall Score

4.8/5
Based on 2 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

TaxWise® Video Reviews

youtubeVideoId

“TaxWise Tax Software Review”

4.9

Review by: itSPalma

youtubeVideoId

“TaxWise Tax Software Review - Usage Experience”

4.8

Review by: WiseExplainer

Wolters Kluwer Company Details

Brand Name Wolters Kluwer
Information Wolters Kluwer provides its clients with information services and software solutions.
Founded Year 1922
Director/Founders Gijs Braakman, Kluwer Samsom
Company Size 1000+ Employees
Other Products Enablon EHS

TaxWise® FAQ

A TaxWise pricing in US starts from $1689 at techjockey.
A While there's no dedicated mobile app, TaxWise Online is accessible via any web browser on mobile devices.
A TaxWise Tax Software supports Windows, and MacOS operating system.
A Yes, TaxWise free trial is available.
A TaxWise streamlines tax preparation, e-filing, compliance, and client management for tax professionals.
A Tax professionals, CPAs, accounting firms, and service bureaus use TaxWise.
A Yes, TaxWise free demo can be requested from the official website.
A No, TaxWise is a paid software solution with various pricing plans.

TaxWise® Alternatives

See All

20,000+ Software Listed 20,000+ Software Listed

Best Price Guaranteed Unbiased Comparison

Free Expert Consultation Read Authentic Reviews

2M+ Happy Customers 500,000+ Monthly Users