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.

Pricing

Free Trial Offered?:
Yes

Integrations

All TaxWise Integrations
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Screenshots and Video

TaxWise Screenshot 1
TaxWise Screenshot 1 TaxWise Screenshot 2

Company Facts

Company Name:
Wolters Kluwer
Date Founded:
1987
Company Location:
Netherlands
Company Website:
taxna.wolterskluwer.com/professional-tax-software/taxwise

Product Details

Deployment
SaaS
Windows
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

TaxWise Categories and Features

Tax Preparation Software

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 Customer Reviews

Write a Review
  • Reviewer Name: Jack I.
    Position: Principal
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    TaxWise Experience

    Date: Jan 30 2025
    Summary

    After 20+ years, I have decided to change vendors and look elsewhere for a tax preparation software. A great way to overcome inertia and move on.

    Positive

    Ease of use. I got them as a vendor as a result of an acquisition of my ten vendor UTS or Universal Tax Systems.

    Negative

    I cannot get the reports I want. The support does not help you when you have an issue. They close the issue if they cannot reach you. LOL! Cannot get a report of hours spent on returns, cannot do FBAR reporting, cannot do foreign company reporting, etc etc.

    Then they came back this year with a 20% increase in price which is difficult to pass on to my clients in these times.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Sr. Client Service Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Would you 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...
  • Reviewer Name: Charles J.
    Position: Account Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
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