Average Ratings 0 Ratings
Average Ratings 4 Ratings
Description
E-filing, or electronic filing, refers to the process of submitting documents electronically through the Court’s designated e-filing system, distinctly excluding submissions via fax or email. This system has been sanctioned by both county and state authorities to facilitate the exchange of e-filing submissions between users and the Court. To enhance user experience, we have developed a streamlined e-filing interface that allows for quick and simple submissions on a single screen. Additionally, we offer a variety of complimentary features, including PDF conversion, automatically file-stamped documents sent with acceptance notifications, case summary views, detailed activity reports ideal for client billing, and electronic service options. Beyond our e-filing services, we also provide personal service alternatives, such as process serving, email-to-e-file, physical document filing, and document pickup, available for an extra fee. This combination of e-filing and personal service options ensures that our clients have comprehensive solutions tailored to their legal needs.
Description
TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat
Microsoft Word
Sagenext
SmartVault
TaxDome
Textellent
UltimateTax
Verito
WordPerfect Office
Integrations
Adobe Acrobat
Microsoft Word
Sagenext
SmartVault
TaxDome
Textellent
UltimateTax
Verito
WordPerfect Office
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
LegaleFile
Country
United States
Website
legalefile.com
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
Netherlands
Website
taxna.wolterskluwer.com/professional-tax-software/taxwise
Product Features
Product Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management