TaxWise tax software
taxwise reviews

Wolters Kluwer® has been around for generations.  The company, located in Kennesaw, GA, operates on an international scale, supporting professionals in various industries:  legal, business, tax, accounting, finance, and several others. For professional tax preparers, the company furnishes TaxWise tax software.  Although TaxWise delivers on being easy-to-use, it does seem to lack in innovation and keeping up with technological advancements.  In our review of this software, tax professionals may find that TaxWise trails other tax software in terms of time-saving integrations and intelligent, client-friendly technology.

TaxWise Noteworthy Features

The notable, yet simple features of

TaxWise tax software include:

the diagnostics tool which allows the preparer to find and correct any E-filing errors, the “What if?” mode that tests a variety of tax scenarios, and 60+ bilingual forms for Spanish-speaking clients. Although these internal tools are convenient, the overall features are basic in comparison to the more robust external support provided by other top ranked software.

TaxWise software
TaxWise tax
TaxWise

TaxWise software misses on the opportunity to provide more advanced hardware

and application integrations for the benefit of both tax preparer and client. Examples of such features include the signature pad found in both Drake tax software and CrossLink, as well as the handheld scanner found exclusively in CrossLink. Time-saving hardware like these can really make a difference in how quickly tax preparers communicate and gather information from their clients. In addition, the software lacks in providing features that simplify communication between preparer and client, such as the taxpayer mobile app. This client-engaging tool is a valuable feature that should be provided by any serious professional tax software provider.

All in all, TaxWise delivers on simplicity,

but not on providing the advanced time-saving and convenient technology that professionals should expect in this day in age. It is therefore in our opinion that TaxWise tax software surely has lots of room for improvement in the tax seasons to come.

TaxWise Desk & Web-based Features

Desktop

  • What if mode: Test any number of hypothetical tax scenarios for your clients.
  • Create a return without SSN and then add it once you have it.
  • Diagnostics system also warns of possible inconsistencies.
  • Calculations are made instantly with every entry.
  • Conversion software for most tax packages.

Web-based

  • No installation or update required. The program resides on a secure server.
  • Client data is safe and secure on our IRS-compliant system.
  • Prepare returns, e-file, print returns and print checks from anywhere.
  • Built-in Interview Wizard that simplifies data entry.
  • Conversion software for most tax packages.