TaxWise

The time-saving, value-priced tax software.

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Overview

TaxWise is a professional tax preparation software from Wolters Kluwer designed for high-volume tax businesses, including those that operate as service bureaus. It offers a comprehensive library of federal, state, and local tax forms, including the Form 990 series for nonprofit organizations. TaxWise is known for its speed, efficiency, and features that support a service bureau business model.

✨ Key Features

  • Comprehensive form library, including Form 990
  • Features to support service bureau business models
  • Integrated bank products
  • Multiple language options
  • Cloud-based and desktop versions available

🎯 Key Differentiators

  • Bilingual (English/Spanish) capabilities
  • True cloud-based version with modern features
  • Backed by the resources and security of Wolters Kluwer

Unique Value: Provides a flexible and efficient solution for high-volume tax businesses, particularly those serving bilingual communities, with both robust desktop and modern cloud options.

🎯 Use Cases (3)

High-volume tax preparation businesses Service bureaus that support other tax preparers Filing a variety of return types, including nonprofit

✅ Best For

  • A powerful and efficient solution for high-volume tax preparation
  • A popular choice for service bureau-based tax businesses

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small firms or solo practitioners with a low volume of returns
  • Firms that do not need service bureau features

🏆 Alternatives

Drake Tax TaxSlayer Pro UltimateTax CrossLink

Offers stronger bilingual support and a more feature-rich cloud platform compared to many value-focused competitors, backed by the enterprise-level security of Wolters Kluwer.

💻 Platforms

Desktop Web

✅ Offline Mode Available

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (NA tier)

🔒 Compliance & Security

✓ GDPR

💰 Pricing

Contact for pricing

Free tier: NA

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