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Average Ratings 4 Ratings
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Description
Experience how AirFP can enhance the creation and sustainability of a thriving tax practice while elevating your tax preparation business to unprecedented levels! Start offering bank product settlement options today, and enjoy the benefit of unlimited free e-filing included with every professional tax software license, potentially saving you hundreds of dollars. We provide comprehensive training on establishing an e-services account and submitting ERO file applications, ensuring that your tax office operates with maximum efficiency so you can concentrate on revenue generation. With Air Financial Partners (AirFP), you not only gain essential service and support to retain your clientele, but our innovative team of tax professionals is dedicated to fostering your growth far into the future. Our effective turn-key tax business marketing program consistently attracts new tax prep clients annually, helping to spread the word about your exceptional services. Additionally, AirPTS 1040 Professional Tax Software is compatible with both desktop and online solutions, making it ideal for multi-site tax preparation businesses that align with your operational structure. Elevate your business with the tools and support that can transform your practice into a leader in the industry!
Description
TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.
API Access
Has API
No
API Access
Has API
No
Integrations
Sagenext
No
SmartVault
No
TaxDome
No
Textellent
No
UltimateTax
No
Verito
No
Integrations
Sagenext
Yes
SmartVault
Yes
TaxDome
Yes
Textellent
Yes
UltimateTax
Yes
Verito
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Air Financial Partners
Country
United States
Website
www.airfp.com
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
Netherlands
Website
taxna.wolterskluwer.com/professional-tax-software/taxwise
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Product Features
Tax Planning
Detailed Savings Calculations
No
Export Branded Proposal
No
Export Branded Tax Plan
No
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
No
Strategy & Scenario Comparison
No
Tax Return Diagnostics
No
Tax Return Scanning
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
