Audience

Tax professionals

About TaxWise

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.

Vertex
Vertex
(2 Ratings)
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
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TaxHawk
TaxHawk
Do your taxes with TaxHawk. We are checking for accuracy in real-time as you enter your tax information. When you complete a part of your taxes, we check for issues and let you know if anything doesn't look right. Before you file with the IRS, we make sure one last time that your tax return is correct, complete, and ready to file. Get lightning-quick support, assistance with audits, and all the amended tax returns you'll ever need with Deluxe. Add Live Chat, Phone Support, and access to experts with Pro Support. Protecting your personal information is important to us. Read about how we keep your data safe.
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TaxSlayer
TaxSlayer
Committed to giving you the right tools at the right price. Get your fastest possible refund when you combine e-file (that’s electronic filing, and it’s what we do) with direct deposit. Mark taxes off your to-do list anytime, from anywhere. File your return on the go with your phone, tablet, laptop, or desktop. Our deduction and credit finder will guide you through every tax break you deserve. It’s your refund – get every dollar back. We take security seriously. Protecting your tax information when you’re filing and when you’re finished is our top priority, always. Get the help you need when you need it with unlimited phone and email support. Need more? From Ask a TaxPro to Audit Defense, we have you covered. Let us do the math. We update our software anytime the tax laws change, so your return is guaranteed accurate for the year you’re filing. We guarantee you will receive the maximum refund you are entitled, or we will refund you the applicable TaxSlayer purchase price paid.
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Corvee Tax Planning
Corvee Tax Planning
(2 Ratings)
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
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Pricing

Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 3.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

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

Videos and Screen Captures

TaxWise Screenshot 1
TaxWise Screenshot 1 TaxWise Screenshot 2
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Product Details

Platforms Supported
SaaS
Windows
Training
Documentation
Support
Online

TaxWise Frequently Asked Questions

Q: What kinds of users and organization types does TaxWise work with?
Q: What languages does TaxWise support in their product?
Q: What kind of support options does TaxWise offer?
Q: What other applications or services does TaxWise integrate with?
Q: What type of training does TaxWise provide?
Q: Does TaxWise offer a free trial?

TaxWise Product Features

Tax Planning

Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Detailed Savings Calculations
Strategy & Scenario Comparison
Tax Return Scanning
Tax Return Diagnostics
Export Branded Proposal
Export Branded Tax Plan

Tax Practice Management

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

TaxWise Reviews

Write a Review
  • A TaxWise User
    Sr. Client Service Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 100 - 499
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Worst customer service and system problem"

    Posted 2024-01-31

    Pros: N/A.

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

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

    Read More...
  • Charles J.
    Account Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Consistency and up-to-date"

    Posted 2022-01-20

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

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

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

    Read More...
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