More returns. Less time. Greater confidence — Introducing TaxWise Online powered by Expert AI.
TaxWise tax preparation software helps you maximize productivity, revenue, and efficiency so you canfocus on your clients and growing your tax business.
Whether you are a new tax preparerfocusing on 1040s only, a service bureau, or an established tax office doing everything including business tax returns, TaxWise has got you covered.
New for 2025 (coming November), TaxWise Online and Mobile save tax preparers valuable time withautomated document extraction, a simplified taxpayer interview experience,and a new referral program to help grow your business.
Get lightning quick answers to your tax law questions without having to leave the return you're working on in TaxWise Online withCCH® AnswerConnect, our AI-powered tax research solution.
Leverage the power of AI to take your tax preparation business to the next level. Contact us at 800-493-9242to take advantage of your Smart Tax Office today!
User friendly workflow
Smart tax office solutions
Bilingual support
Save valuable time preparing tax returns with our robust tax preparation tools and features
Take your tax office to the next level with TaxWise Online powered by Expert AI
Interview and forms mode
Tax research
eSignature
- Tax refund products
- Integrations and partner solutions
Interview and forms mode
Maximize client returns with our “What If” Mode where you can test a variety of tax scenarios, advise your clients on different outcomes, and save the test scenarios for future reference.
TaxWise Desktop software stores your tax return data on your machine and provides access to both 1040 Individual and 1065, 1120, 1120S, 1041, 706, 709, 990 Business tax returns.
CCH® AnswerConnect
TheTaxBook for TaxWise
With TheTaxBook, you can easily access relevant tax information without having to go far. Having the most up-to-date tax information at your fingertips is critical during tax season. Find information fast, with well-written and easy-to-understand explanations and examples.
Save time so you can focus on getting your clients' taxes done quicker than ever!
Electronic signatures
Documents are sent for eSignature via an “envelope” and a $4.25 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
Integrations and partner solutions
Take advantage of discounts and exclusive deals available to tax preparers who use Wolters Kluwer tax preparation software.
Through our third-party partnerships and integrations, we also offer great tools that can help your tax office drive more revenue.
Existing customers
Every TaxWise® Online package now includesTaxWise® Desktop at no additional cost.* Whether you prefer secure, cloud-based tax software or the control of desktop software, you’ll have full access to both solutions, plus unlimited users and no hidden fees.
Choose the workflow that works best for your business and switch seamlessly whenever you need to.
*E-filed returns remain within the platform used. Returns e-filed in TaxWise Online stay in TaxWise Online, while those e-filed in TaxWise Desktop remain in TaxWise Desktop. The two software solutions do not share access to returns. Any TaxWise Online package includes access to both software solutions.
Choose your TaxWise package
TaxWise Online
- TaxWise Desktop
Most Popular TaxWise Online 100 Package$1,689 for Unlimited Users* | TaxWise Desktop Included Free of Charge | TaxWise Online 400 Package$3,559 for Unlimited Users* | TaxWise Desktop Included Free of Charge | TaxWise Online Unlimited Package$3,899 for Unlimited Users* | TaxWise Desktop Included Free of Charge | TaxWise Online Limited PackageAnnual License Fee: $389* | |
|---|---|---|---|---|
Details | ||||
Included | Included | Included | Not Included | |
Integrated Easy Interview | Included | Included | Included | Included |
$35 Per Add'l Individual 1040 Tax Return | Included | Included | Not Included | Included |
Included | Included | Not Included | Included | |
*Plus a One-Time $69 Processing Fee | Included | Included | Included | Included |
*Single Office Package Price | Included | Included | Included | Included |
Forms and States | ||||
Available Tax Returns | Includes 100 Individual 1040 Tax Returns | Includes 400 Total Tax Returns: Includes any combination of Individual 1040 and Business tax returns up to 400 | Includes Unlimited Total Tax Returns | Individual 1040 Returns: $35 / Return |
Federal & State Individual 1040 | Included | Included | Included | Included |
Included | Included | Included | Included | |
Additional Features | ||||
Included | Included | Not Included | Not Included | |
Not Included | Not Included | Included | Not Included | |
E-Signature ($4.25 per event) | Included | Included | Included | Included |
Available Add-Ons | ||||
Prior Year Individual 1040 & Business E-File | Included | Included | Included | Included |
Return Retrieval | Not Included | Not Included | Not Included | Not Included |
Included | Included | Included | Included | |
Included | Included | Included | Included | |
Included | Included | Included | Included | |
Most Popular TaxWise Desktop 100 Package$1,689 for Unlimited Users* | TaxWise Desktop 400 Package$3,559 for Unlimited Users* | TaxWise Desktop Unlimited Package$3,899 for Unlimited Users* | |
|---|---|---|---|
Details | |||
Included | Included | Included | |
Integrated Easy Interview | Included | Included | Included |
$35 Per Add'l Individual 1040 Tax Return | Included | Included | Not Included |
Included | Included | Not Included | |
*Plus a One-Time $69 Processing Fee | Included | Included | Included |
*Single Office Package Price | Included | Included | Included |
Forms and States | |||
Available Tax Returns | Includes 100 Individual 1040 Tax Returns | Includes 400 Total Tax Returns: Includes any combination of Individual 1040 and Business tax returns up to 400 | Includes Unlimited Total Tax Returns |
Federal & State Individual 1040 | Included | Included | Included |
Included | Included | Included | |
Additional Features | |||
Included | Included | Not Included | |
Not Included | Not Included | Included | |
E-Signature ($4.25 per event) | Included | Included | Included |
Available Add-Ons | |||
Prior Year Individual 1040 & Business E-File | Included | Included | Included |
Return Retrieval | Included | Included | Included |
Included | Included | Included | |
Not Included | Not Included | Not Included | |
Included | Included | Included | |
Available add-ons
Enhance your TaxWise package with these additional modules.
Return retrieval
TaxWise Mobile
Textellent
TaxWise Expert Services
See TaxWise in action
Sign up for a free interactive TaxWise demo today to see how you can take your tax office to the next level!
Case studies
Taking your tax office remote with TaxWise Online
Increasing productivity with TaxWise Online
How TaxWise supports tax preparer success at every stage of growth
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, pleasevisit 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.