TaxWise 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.

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Pricing

Free Trial:
Yes

Integrations

View Integrations

Reviews - 4 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Wolters Kluwer
Year Founded:
1987
Headquarters:
Netherlands
Website:
taxna.wolterskluwer.com/professional-tax-software/taxwise

Media

TaxWise Screenshot 1
TaxWise Screenshot 1 TaxWise Screenshot 2
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Product Details

Platforms
Web-Based
Windows
Types of Training
Training Docs
Customer Support
Online Support

TaxWise Features and Options

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Tax Planning Software

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

TaxWise User Reviews

Write a Review
  • Name: Charles J.
    Job Title: Account Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Consistency and up-to-date

    Date: Jan 20 2022

    Summary: Incredible.
    E-filing at it's best. None of this "price per return" jargon.
    Includes all States and Business Apps as well.

    Positive: Using this product since 1993. Just seems to get better and better. Version we use is Desktop. Man are they responsive.

    Negative: None to think of, found them to be helpful in just about every situation as we have built our business.

    Read More...
  • Name: Jack I.
    Job Title: Principal
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    TaxWise Experience

    Date: Jan 30 2025

    Summary: After 20+ years, I have decided to change vendors and look elsewhere for a tax preparation software. A great way to overcome inertia and move on.

    Positive: Ease of use. I got them as a vendor as a result of an acquisition of my ten vendor UTS or Universal Tax Systems.

    Negative: I cannot get the reports I want. The support does not help you when you have an issue. They close the issue if they cannot reach you. LOL! Cannot get a report of hours spent on returns, cannot do FBAR reporting, cannot do foreign company reporting, etc etc.

    Then they came back this year with a 20% increase in price which is difficult to pass on to my clients in these times.

    Read More...
  • Name: Denisse V.
    Job Title: Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The program is great but

    Date: May 30 2025

    Summary: If you have never used this product, please don’t. It’s sad because the software is very easy to use and the presentation of the portals are very user friendly but customer care makes everything bad. For the price is not worth to have that bad service. If you purchase this software basically you are on your own.

    Positive: User friendly
    Multiple functions
    Nice layout
    Multiple forms
    Printer friendly
    I’m just writing this because I can’t find anything else to say as a Pro

    Negative: Customer service is ABSOLUTELY TERRIBLE
    sales is ABSOLUTELY TERRIBLE
    tech support is ABSOLUTELY TERRIBLE

    it’s very expensive

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Sr. Client Service Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 100 - 499
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Worst customer service and system problem

    Date: Jan 31 2024

    Summary: The worst experience in my life. Stay away from this company they don't value their customer. Ripoff.

    Positive: N/A.

    Negative: System glitches for company convenience, poor customer care, careless responses, if you want to grow stay away from TaxWise.

    Read More...
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