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What is TaxWise?

TaxWise streamlines the complete E-filing and fee collection workflow, making it easy to manage client documents digitally while offering a variety of cost-effective banking options. The platform allows for quick and seamless processing of tax returns, catering to both beginners and experienced tax professionals alike. With integrated error diagnostic tools, TaxWise helps users save precious time by identifying potential mistakes before submission. Moreover, it provides support for correcting e-filing errors through direct links to the necessary forms, ensuring a smoother experience. Users can take advantage of the "What if?" feature to analyze various tax scenarios for their clients, along with the ability to save these hypothetical situations for future reference. The inclusion of planning and advisory tools empowers tax advisors to guide clients on possible deductions or capital expenses effectively. Additionally, TaxWise fosters inclusivity by offering a robust selection of Spanish-language features, including access to over 60 forms and schedules in Spanish, both digitally and in print. The program also ensures that bilingual product support is readily available, providing your team with the essential help they need at any time. This combination of extensive features and support makes TaxWise an essential tool for tax professionals aiming to improve their services and better serve a diverse clientele. Furthermore, the platform's user-friendly interface enhances efficiency, making it easier for professionals to focus on delivering quality service to their clients.

What is TaxGPT?

Discover the unparalleled precision and efficiency of your AI-enhanced tax assistant, designed to save you time while ensuring you make the most of your deductions. Tax season has never been easier; whether you’re an individual taxpayer, a business proprietor, or a tax professional, our AI chatbot is tailored to meet every requirement. Break free from conventional limitations and take advantage of limitless support for your tax inquiries, guaranteeing both accuracy and a smooth filing experience. Boost your tax firm's productivity and revenue significantly with the TaxGPT AI copilot, which comes equipped with cutting-edge tools for research, memo generation, and managing client relationships. Wave farewell to the stress associated with tax paperwork, as TaxGPT simplifies your filing process from start to finish, providing remarkable efficiency and precision. With tailored responses to your tax-related questions available 24/7, you can file your taxes for just $50 while enjoying the benefits of a maximum refund and an accuracy assurance. There are absolutely no hidden fees or unexpected charges; simply type your tax question into the chat interface. Whether you're curious about deductions, income, investments, filing status, or any other tax-related topic, our expert support is here to help you find tranquility this tax season. The evolution of tax filing is now within your reach, making it easier than ever to navigate your financial responsibilities.

Media

Media

Integrations Supported

Sagenext
SmartVault
TaxDome
Textellent
Verito Technologies

Integrations Supported

Sagenext
SmartVault
TaxDome
Textellent
Verito Technologies

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

taxna.wolterskluwer.com/professional-tax-software/taxwise

Company Facts

Organization Name

TaxGPT

Company Location

United States

Company Website

www.taxgpt.com

Categories and 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

Categories and Features

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