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TaxWise® Online
Professional Tax Software

Take advantage of the lowest priced bank product offerings in the market, get your customers their money quickly and collect yours sooner.

Is Your
Tax Office Ready
for the Cloud?

Switching to TaxWise Online gives your tax office access to innovative features you need to support remote tax preparation securely. We’re here to help!

  • Cloud Features

    Get up and running quickly and take the hassle out of IT maintenance and save your tax office hours each year by applying updates automatically
  • Time-Saving Features

    Streamline your tax preparation with an All-Inclusive Software platform that will enable you to prepare more turns in less time
  • Remote Tax Preparation

    Access to modern features that allow taxpayers to start and finish their returns their phone, tablet or other mobile devices. Anytime, Anywhere.

Stay Connected With Your
Clients Anywhere, Anytime!

The new TaxWise® Mobile interface is all about convenience – for you and your clients. The taxpayer interview interface allows you to prepare returns quickly and eliminate the need for office visits.

The new mobile interface delivers efficiency, speed, and improved customer experience, providing the essential attributes your tax office needs to grow. TaxWise Mobile integrates seamlessly with TaxWise® Online, giving your clients the freedom and flexibility to complete the tax preparation process via their smartphone, computer, or tablet, without visiting the office.

Secure end-to-end mobile tax
preparation experience:

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    Taxpayers can securely populate critical information and upload documents from their preferred mobile device
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    The data flows into TaxWise Online automatically
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    Bank Fee Taxpayers can snap photos of their tax documents, which are stored directly in Vault (document storage)
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    Taxpayers can use TaxWise® Mobile to securely sign and send back the final return to their preparer for electronic filing
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    Once filed, taxpayers can also utilize TaxWise® Mobile to track return status and refund updates

Additional features:

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    E-Signature
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    New easy to use taxpayer interview
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    Full remote return preparation
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    Document sharing
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    Communicate with your client right from TaxWise Mobile to the interview
CIT Logo

Securely Gather & Store
Taxpayer Information

Client Portal

Quickly exchange documents with clients or internal staff via a customizable portal

Mobile virtual 1040

Quickly exchange documents with clients or internal staff via a customizable portal

Electronic Signature

Cost-effective convenience of e-Signatures. Stay compliant and keep client information secure

Handle A High Volume Of
Returns Quickly And Easily

  • Interview-Style Interface
    Prepare returns with step-by-step Interview Mode or traditional forms input.
  • Integrated Tax Help
    Get quick answers to your tax questions at your fingertips within TaxWise
  • Intelligent Tax Preparation
    Hyperlinked Diagnostics button for Errors, Warning, Overrides and Estimated Entries
  • Bank Products
    The most comprehensive refund transfer options in the industry. Learn more about our Bank Products
  • Bilingual Features
    Spanish support and over 60 forms on-screen for preparers and printed forms for taxpayers
  • Central Office Manager
    Cloud-based multi-office management tool simplifies office setup, tax season monitoring and support

Taxwise Conversion
Utilities

The Taxwise Online conversion utilities are combined into one utility, listed below in the Taxwise conversion box. The Release notes for the competitor utility will have both desktop and online instructions included.

The new mobile interface delivers efficiency, speed, and improved customer experience, providing the essential attributes your tax office needs to grow. TaxWise Mobile integrates seamlessly with TaxWise® Online, giving your clients the freedom and flexibility to complete the tax preparation process via their smartphone, computer, or tablet, without visiting the office.
ATX Conversion
Crosslink Conversion
Drake Conversion
Lecerte Conversion
Pro Series Conversion
ProSystemfx Conversion
TaxAct Conversion
TaxSlayer Conversion
Ultra Tax Conversion
Mobile virtual 1040 interview

TaxWise Online
Enterprise Mobile

Federal Individual
State
Individual
Integrated
Easy Interview
Users
Unlmited Users
and loctions
U.S. Master
Tax Guide®
CCH®
Answer Connect
Primary
Sources Only
Central
Office Manager
Vault
Document
Storage
e-Signature
Mobile virtual
1040 interview
are you

Ready To Get Your
Free Demo?