Take advantage of the lowest priced bank product offerings in the market, get your customers their money quickly and collect yours sooner.
Is Your Tax Office Ready for the Cloud?
Switching to TaxWise Online gives your tax office access to innovative features you need to support remote tax preparation securely. We’re here to help!
Get up and running quickly and take the hassle out of IT maintenance and save your tax office hours each year by applying updates automatically
Time-Saving Features
Streamline your tax preparation with an All-Inclusive Software platform that will enable you to prepare more turns in less time
Remote Tax Preparation
Access to modern features that allow taxpayers to start and finish their returns their phone, tablet or other mobile devices. Anytime, Anywhere.
Stay Connected With Your Clients Anywhere, Anytime!
The new TaxWise® Mobile interface is all about convenience – for you and your clients. The taxpayer interview interface allows you to prepare returns quickly and eliminate the need for office visits.
The new mobile interface delivers efficiency, speed, and improved customer experience, providing the essential attributes your tax office needs to grow. TaxWise Mobile integrates seamlessly with TaxWise® Online, giving your clients the freedom and flexibility to complete the tax preparation process via their smartphone, computer, or tablet, without visiting the office.
Secure end-to-end mobile tax preparation experience:
Taxpayers can securely populate critical information and upload documents from their preferred mobile device
The data flows into TaxWise Online automatically
Bank Fee Taxpayers can snap photos of their tax documents, which are stored directly in Vault (document storage)
Taxpayers can use TaxWise® Mobile to securely sign and send back the final return to their preparer for electronic filing
Once filed, taxpayers can also utilize TaxWise® Mobile to track return status and refund updates
Additional features:
E-Signature
New easy to use taxpayer interview
Full remote return preparation
Document sharing
Communicate with your client right from TaxWise Mobile to the interview
Manage your office’s day to day activity from one screen.
View texts, appointments, IRS rejections, and run customizable reports all from one place.
Handle A High Volume Of Returns Quickly And Easily
Interview-Style Interface
Prepare returns with step-by-step Interview Mode or traditional forms input.
Integrated Tax Help
Get quick answers to your tax questions at your fingertips within TaxWise
Intelligent Tax Preparation
Hyperlinked Diagnostics button for Errors, Warning, Overrides and Estimated Entries
Bank Products
The most comprehensive refund transfer options in the industry. Learn more about our Bank Products
Bilingual Features
Spanish support and over 60 forms on-screen for preparers and printed forms for taxpayers
Central Office Manager
Cloud-based multi-office management tool simplifies office setup, tax season monitoring and support
Taxwise Conversion Utilities
The Taxwise Online conversion utilities are combined into one utility, listed below in the Taxwise conversion box. The Release notes for the competitor utility will have both desktop and online instructions included. The new mobile interface delivers efficiency, speed, and improved customer experience, providing the essential attributes your tax office needs to grow. TaxWise Mobile integrates seamlessly with TaxWise® Online, giving your clients the freedom and flexibility to complete the tax preparation process via their smartphone, computer, or tablet, without visiting the office.
