TaxWise Integrations

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

Textellent's robust business texting services provide SMS and MMS capability for customer service, sales, and marketing texting programs. Textellent's business texting solution makes designing, managing, measuring, and integrating SMS and MMS campaigns easy. Whether used for customer service, sales, or marketing, Textellent supports your customer journey with an easy-to-use service that text-enables local business lines and serves businesses of any size. Robust scheduling and appointment reminders are also available, as are keywords and shortcodes for easy opt-in programs with TCPA compliance supported by AI.  In addition, Business Texting is supported directly from any web application or web page via Textellent Messenger (a free Google Chrome extension.)

Verito offers compliant private cloud hosting and IT services with 100 % uptime and 24/7 live support for tax and accounting professionals.

Based out of Augusta, Georgia, Sagenext Infotech is a well-established IT hosting company that is committed to helping CPAs, tax and accounting professionals, law firms as well as small and medium businesses with industry-leading cloud hosting solutions. Also, Sagenext is an Intuit Authorized QuickBooks Solution Provider offering genuine licenses for all QuickBooks applications - Pro, Premier, Enterprise, and POS. Moving your mission-critical applications on the cloud gives you and your team the freedom to collaborate, access and work on the same software from anywhere at any time with the same feel and features of the desktop version with added compatibility, scalability, flexibility, security, and cost benefits. Moreover, it eliminates the need of having an elaborative IT infrastructure in-house, which means you do not have to worry about the capital expenditure and the hassles related to the maintenance and management of server resources.

Your clients shouldn't need a phone call to work with you, and switching platforms shouldn't gamble your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it sits everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration, with TaxDome AI handling the tedious work. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.

UltimateTax is a professional tax preparation software platform used by tens of thousands of tax preparers annually that centralizes robust tools for preparing, reviewing, and electronically filing U.S. federal and state tax returns while helping practices manage client data, compliance, and office workflows with reliability and support for both cloud and desktop environments. It provides interview-style data entry that guides preparers through client interviews, smart diagnostics to catch potential errors before e-filing, automatic prior-year data carry-forward, form-linking for efficient navigation, and support for all 50 states and a wide range of return types, including individual 1040, corporate, fiduciary, partnership, and other miscellaneous forms. UltimateTax offers multiple product tiers, including Online 1040, Desktop 1040, Pay-Per-Return, and combined 1040 + Corporate packages, so firms of different sizes can choose the workflow that fits them.