TaxWise Description

TaxWise simplifies the entire E-filing and fee collection process. You can manage your clients' documents digitally and offer the best selection of low-priced banking products. Both beginners and experts can quickly and easily process returns. The interface includes error diagnostic tools that will save you time. Navigate efiling errors by linking to the forms that need to be corrected. With the "What if?" mode, you can test a variety tax scenarios for your clients. Save test scenarios for future reference. Use planning and advisory tools to help clients with capital expenditures and deductions. TaxWise's extensive Spanish features will diversify your clientele and staff. You can access over 60 forms and schedules in Spanish on-screen, in print, and in Spanish. To ensure that your team has the support it needs, you can get bilingual product support.

Pricing

Free Trial:
Yes

Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Wolters Kluwer
Year Founded:
1987
Headquarters:
Netherlands
Website:
taxna.wolterskluwer.com/professional-tax-software/taxwise

Media

TaxWise Screenshot 1
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Product Details

Platforms
SaaS
Windows
Type of Training
Documentation
Customer Support
Online

TaxWise Features and Options

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Tax Planning Software

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

TaxWise User Reviews

Write a Review
  • Name: Charles J.
    Job Title: Account Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Consistency and up-to-date

    Date: Jan 20 2022

    Summary: Incredible.
    E-filing at it's best. None of this "price per return" jargon.
    Includes all States and Business Apps as well.

    Positive: Using this product since 1993. Just seems to get better and better. Version we use is Desktop. Man are they responsive.

    Negative: None to think of, found them to be helpful in just about every situation as we have built our business.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Sr. Client Service Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 100 - 499
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Worst customer service and system problem

    Date: Jan 31 2024

    Summary: The worst experience in my life. Stay away from this company they don't value their customer. Ripoff.

    Positive: N/A.

    Negative: System glitches for company convenience, poor customer care, careless responses, if you want to grow stay away from TaxWise.

    Read More...