TaxWise® Tax
Accounting & finance software
Professional tax software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$389 per year
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Agriculture, fishing, and forestry
- Construction
- Accommodation and food services
What is TaxWise® Tax
TaxWise® Tax is professional tax preparation software used by paid preparers to create and file U.S. federal and state individual and business tax returns. It supports workflows common in tax offices, including client data entry, diagnostics, e-filing, and return management across multiple preparers. The product is typically deployed as a desktop application with supporting services for updates and electronic filing, and it is positioned for firms that prepare a high volume of returns during tax season.
Built for tax preparers
The product focuses on end-to-end tax return preparation rather than general accounting or client management. It includes tax-form-driven data entry, built-in checks/diagnostics, and e-file submission workflows that align with professional preparer needs. This specialization can reduce reliance on separate tools for core tax production compared with broader business suites.
Multi-return office workflow
TaxWise is designed for handling many client returns in a seasonal production environment. It supports organizing returns, managing preparer activity, and reusing client information across years where applicable. These capabilities fit small-to-mid tax practices that need repeatable processes more than full ERP-style finance functionality.
Federal and state coverage
The software supports preparation of U.S. federal returns along with state returns, which is a baseline requirement for most professional tax firms. It also supports electronic filing, enabling preparers to submit returns without exporting to another system. This helps keep preparation and filing in a single tax-focused workflow.
Not a full finance suite
TaxWise is primarily tax preparation software and does not replace general ledger accounting, invoicing, project tracking, or broader financial operations tools. Firms that want an integrated platform for CRM, billing, and accounting typically need additional systems. This can increase integration and reconciliation work outside of tax season.
Integration depth varies
Compared with broader business platforms, tax-focused products often have narrower native integrations for CRM, document automation, and payment processing. As a result, firms may rely on manual steps or third-party connectors for client intake and downstream bookkeeping. The practical impact depends on the firm’s existing tool stack and desired level of automation.
Seasonal update dependency
Professional tax software requires frequent annual and in-season updates to reflect tax law changes and e-file program requirements. This creates operational dependency on timely vendor updates and can require planned maintenance during peak periods. Firms with strict change-control processes may need additional testing and rollout procedures each season.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Limited | $389 annual license fee | Current-year individual 1040 & business e-file included; Integrated Easy Interview; TaxWise Desktop included (with Online); $35 per additional individual 1040 return; $55 per business return; *Plus a one-time $69 processing fee. |
| 100 Package | $1,689 (single-office package) | Includes 100 individual 1040 tax returns; Unlimited users allowed; TaxWise Desktop included; Free current-year individual & business e-filing; $35 per additional individual 1040 (if applicable); $55 per business return (where not included). |
| 400 Package | $3,559 | Includes up to 400 total tax returns (any mix of individual and business); Unlimited users allowed; TaxWise Desktop included; Free current-year e-filing for included returns; per-return overage fees apply ($35 individual / $55 business). |
| Unlimited Package | $3,899 | Unlimited total tax returns; Unlimited users allowed; TaxWise Desktop included; Bundled CCH AnswerConnect (Master Tax Guide) available on some packages; E-signature and many add-ons available (fees may apply). |
Additional add-ons (from official store): TaxWise Mobile — $469; TaxWise Online Expert Services Bundle — $339; one-time processing fee — $69.
Seller details
Wolters Kluwer N.V.
Alphen aan den Rijn, Netherlands
1836
Public
https://www.wolterskluwer.com/
https://x.com/Wolters_Kluwer
https://www.linkedin.com/company/wolters-kluwer/
