TaxWise

TaxWise

Wolters Kluwer
+
+

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About

For freelancers, self-employed, and business owners, CPAs file your taxes from start to finish, 5x cheaper. A.I. scans for all possible tax deductions. Simply connect all your expense accounts & FlyFin eliminates 95% of your work. FlyFin is a consumer startup focused on automating the financial lives of US consumers. AI can answer your tax filing questions, our tax team members are experts in all aspects of US & international taxes. They ensure 100% accurate tax review and preparation. A dedicated CPA will review every deduction and suggest tax-saving strategies for you. Find every tax deduction in minutes. Accept or reject deductions, or ask a CPA. Quarterly tax estimator based on your deductions & income. An expert CPA reviews everything & files your taxes. Ask unlimited tax questions to a CPA anytime and automatically track your finances. You can export the tax summary for IRS form 1040 in Excel format if you wish.

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 Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Freelancers and anyone seeking an AI solution providing CPA tax filing services

Audience

Tax professionals

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

FlyFin
United States
flyfin.tax/

Company Information

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

Alternatives

Alternatives

CrossLink

CrossLink

CrossLink Professional Tax Solutions
Lacerte

Lacerte

Intuit

Categories

AI Finance Supported
AI Tax Supported
AI Tools Supported
Tax Preparation Supported

Categories

Tax Planning Supported
Tax Preparation Supported

Integrations

Microsoft Excel Supported
Sagenext Not Supported
SmartVault Not Supported
TaxDome Not Supported
Textellent Not Supported
UltimateTax Not Supported
Verito Not Supported

Integrations

Microsoft Excel Not Supported
Sagenext Supported
SmartVault Supported
TaxDome Supported
Textellent Supported
UltimateTax Supported
Verito Supported
Claim FlyFin and update features and information
Claim FlyFin and update features and information
Claim TaxWise and update features and information
Claim TaxWise and update features and information