TaxWise

TaxWise

Wolters Kluwer
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+

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About

E-File Magic is a premier online tool designed to make year-end reporting simple, secure, and fast. With a little magic, it helps users e-file, e-deliver, generate PDF forms, print and mail forms, and verify recipient TIN/name information with IRS records. Whether filing a single form or thousands, E-File Magic saves time by letting users import data from Microsoft Excel templates, QuickBooks Desktop or Online, or Xero, then prepare forms with minimal friction and maximum accuracy. It supports a broad range of forms, including major form series such as 1098, 1099, 1099-NEC, 1099-MISC, 3921, 3922, 1042-S, 1097, 5498, W-2G, and W-9, helping users avoid juggling multiple solutions for different reporting needs. E-filing includes participation in the combined federal/state filing program, which, for most states, satisfies both state and federal filing requirements.

About

TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses, accountants, and tax professionals that need to prepare, distribute, and electronically file 1099 and other information-return forms

Audience

Tax professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$6 per form
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 2.2 / 5
ease 4.3 / 5
features 4.0 / 5
design 4.7 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • 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
  • Ease of use. I got them as a vendor as a result of an acquisition of my ten vendor UTS or Universal Tax Systems.
  • N/A.
  • Using this product since 1993. Just seems to get better and better. Version we use is Desktop. Man are they responsive.

Cons

  • Customer service is ABSOLUTELY TERRIBLE sales is ABSOLUTELY TERRIBLE tech support is ABSOLUTELY TERRIBLE it’s very expensive
  • 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.
  • System glitches for company convenience, poor customer care, careless responses, if you want to grow stay away from TaxWise.
  • None to think of, found them to be helpful in just about every situation as we have built our business.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

E-File Magic
United States
www.efilemagic.com

Company Information

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

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Categories

Categories

Integrations

Microsoft Excel
QuickBooks Online
Sagenext
SmartVault
TaxDome
Textellent
UltimateTax
Verito
Xero

Integrations

Microsoft Excel
QuickBooks Online
Sagenext
SmartVault
TaxDome
Textellent
UltimateTax
Verito
Xero
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