Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 4 Ratings

Total
ease
features
design
support

Description

Tax planning has long been a daunting task for small business owners due to intricate IRS regulations, challenging forecasting models, and a lack of accessible professional guidance. However, Tax Planner Pro revolutionizes this process with its user-friendly interface, straightforward instructional materials, and dedicated experts ready to assist you in every aspect of tax strategy and savings. By linking your financial data to Tax Planner Pro, our innovative tax strategy engine, IVAN, will assess your current financial situation and create a tailored tax plan specifically for your business. We promise to help you minimize your tax liability to just one dollar, guaranteed—whether that requires five strategies or thirty, we are committed to achieving your goal. Additionally, Tax Planner Pro ensures that your information is always current with automatic weekly updates synced to QuickBooks Online and Xero, making it a hassle-free experience. The setup process is quick and only takes a few minutes, allowing you to focus more on your business while we handle the complexities of tax planning. With Tax Planner Pro, small business owners can finally approach tax season with confidence and clarity.

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 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Sagenext No 
SmartVault No 
TaxDome No 
Textellent No 
UltimateTax No 
Verito No 
Xero Yes 

Integrations

QuickBooks Online No 
Sagenext Yes 
SmartVault Yes 
TaxDome Yes 
Textellent Yes 
UltimateTax Yes 
Verito Yes 
Xero No 

Pricing Details

$499 per year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
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 No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Tax Planner Pro

Founded

2015

Website

www.taxplannerpro.com

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

Netherlands

Website

taxna.wolterskluwer.com/professional-tax-software/taxwise

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 

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 

Alternatives

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