TaxWise tax preparation software

TaxWise helps tax professionals prepare, file, and manage federal and state returns.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

TaxWise tax preparation software Overview

  • Updated December 16, 2025

TaxWise is a professional tax preparation software designed to support accountants, tax preparers, and firms in managing client returns efficiently. It offers tools for preparing both federal and state tax filings, along with built-in compliance features to reduce errors.

The platform also provides e-filing capabilities, reporting options, and integration with client management systems, which makes it a practical solution for firms handling high volumes of tax returns.

Key Features

  • Comprehensive tax return support: TaxWise allows professionals to prepare both federal and state tax returns for individuals and businesses.
  • E-filing capability: The software provides built-in tools for electronic filing, which helps ensure fast and accurate submissions.
  • Interview-based guidance: It includes an Easy Interview feature that guides preparers step by step, which reduces errors and saves time.
  • Client management tools: Central Office Manager helps tax firms track clients, organize returns, and manage workflow in one place.
  • Research access: Users get access to CCH AnswerConnect, which is a research tool that helps clarify tax rules and compliance questions.
  • Flexible plans: The platform offers online and desktop versions, and it provides packages for limited, mid-volume, and unlimited return needs.
  • Add-on services: Optional features like e-signature, refund estimator, text message notifications, and mobile access improve client convenience.
  • Security features: TaxWise includes built-in safeguards to protect sensitive tax data and ensure compliance with IRS requirements.

Price

Plan Type Price Key Inclusions & Notes
TaxWise Online – 100 $1,689 100 individual 1040 returns; federal & state 1040s and business returns (1065, 1120S); free e‑file; Easy Interview; CCH AnswerConnect Mini; Central Office Manager; e‑Signature at $4.25/event; one‑time $69 processing fee; add‑ons available (e.g. Mobile, Expert Services, Refund Estimator, Textellent 100, Return Retrieval)
TaxWise Desktop – 100 $1,689 Same inclusions as TaxWise Online 100, but Desktop-only; fewer add-ons included
TaxWise Online – 400 $3,559 400 returns; same core features as above; Free e-file; same add-ons (incl. Textellent 400) (Wolters Kluwer)
TaxWise Desktop – 400 $3,559 Desktop-only version with similar inclusions and add-on limitations (Wolters Kluwer)
TaxWise Online – Unlimited $3,899 Unlimited returns; includes CCH AnswerConnect Prime; plus typical features and add-ons
TaxWise Desktop – Unlimited $3,899 Desktop-only version with same inclusions as Online Unlimited
TaxWise Online – Limited $389 (annual license) Pay-per return: $35 per 1040, $55 per business return; includes e-Signature, Mobile, Expert Services, Refund Estimator, Textellent Mini; plus $69 processing fee

Pricing link: https://www.wolterskluwer.com/en/solutions/taxwise

Pros

Competitor Pros of TaxWise
Drake Tax TaxWise gives both desktop and online options which can suit different setups. It includes built-in diagnostics that help catch mistakes early. You get add-on choices like e‑signature and mobile that let firms tailor their tools.
Lacerte (Intuit) TaxWise offers a more transparent pricing structure through return-volume packages. It includes interview-style guidance and central office management tools. You also get both online and desktop access, which adds flexibility.
UltraTax CS (Thomson Reuters) TaxWise has a simpler interface that is easier to learn. It offers lower entry pricing tiers and add-ons rather than a massive upfront cost. Firms get elastic scaling by picking the package size that fits them.
Intuit ProConnect Tax TaxWise provides on-premise options that ProConnect does not. It offers both standard form entry and guided interview mode. You also get central office oversight tools to manage workflows.
TaxAct Professional TaxWise includes a mix of e‑filing, form guidance, and diagnostics in one package. It gives firms more ways to customize features with add-ons instead of forcing all features upfront.

Cons

Competitor Cons of TaxWise
Drake Tax Drake is rated higher by users for ease of use, updates, and overall satisfaction. Survey data shows users like Drake’s support and pay much less attention to price complaints compared to TaxWise.
Lacerte (Intuit) Lacerte has stronger diagnostics and faster e-filing setups and it scores slightly better on importing data, especially for multistate filings. That gives it an edge in terms of handling complex prep scenarios.
UltraTax CS UltraTax CS is more widely used, especially in large firms. It has a deeper form library and more enterprise-level tools. TaxWise does not reach the same level of adoption among large-scale preparers.
Intuit ProConnect Tax ProConnect offers more advanced remote collaboration, bank-level encryption, and built-in tax advisory insights. TaxWise lacks these built-in collaborative analysis tools for preparing advisory work.
TaxAct Professional TaxAct Professional includes free, easy client import, integrated e-signature, and modern interfaces. TaxWise requires separate add-ons and fees for similar capabilities.

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