Average Ratings 0 Ratings
Average Ratings 4 Ratings
Description
H&R Block's user-friendly tax software allows you to manage your taxes at your convenience. Whether your tax situation is straightforward or involves business complexities, it offers five federal e-files and guidance tailored to help you maximize your refund.
Experience the flexibility of initiating your tax process whenever it suits you best, without the need for a disc drive.
To begin, share some details about your tax circumstances and upload your previous year’s return for reference.
After completing your tax return, simply submit it and look forward to receiving the maximum refund possible — we guarantee it!
In the realm of tax preparation, you typically handle one federal return, but with our software, you will receive five federal e-files to use as needed!
Should you require audit assistance, rest assured that we will stand by you throughout the entire process.
Get started by downloading your software, and if necessary, you can reinstall it easily. If you prefer a physical copy, a CD is available for just $9.99.
We understand that you entrust us with some of your most sensitive information and documents, and we are committed to safeguarding that trust with the utmost seriousness.
With our comprehensive tools and support, tackling your taxes has never been more convenient or secure.
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
API Access
Has API
Integrations
Era
H&R Block Business
Sagenext
SmartVault
Taiki
TaxDome
Textellent
Verito
Integrations
Era
H&R Block Business
Sagenext
SmartVault
Taiki
TaxDome
Textellent
Verito
Pricing Details
$29.95
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
H&R Block
Founded
1955
Country
United States
Website
www.hrblock.com/tax-software/
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
Netherlands
Website
taxna.wolterskluwer.com/professional-tax-software/taxwise
Product Features
Product 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