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. The Wolters Kluwer company profile includes services in legal, business, tax, accounting, finance, and several others. For professional tax preparers, the company furnishes TaxWise. Although TaxWise delivers on being easy-to-use, it does seem to lack in innovation and keeping up with technological advancements. In our TaxWise software reviews, tax professionals may find that the software trails other tax software in terms of its overall features. TaxWise professional tax software could definitely improve its functionality in terms of time-saving integrations and 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 software misses on the opportunity to provide more advanced hardware

and application integrations for the benefit of both the tax preparers and their clients. Examples of such features include the signature pad found in both Drake 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, in our TaxWise tax software reviews,

we find that the software delivers on simplicity, but not on providing the advanced time-saving and convenient technology that professionals should expect in this day in age. We hope TaxWise professionals/developers at Wolters Kluwer realize this when it comes time to update and launch TaxWise 2019 software. It is therefore in our opinion that TaxWise tax software surely has plenty of room for improvement in the tax seasons to come. Remember to visit our website next season for continuously updated reviews. In the meantime, if you would like a free TaxWise demo, just click the link below to download.

Desktop and Online TaxWise Features


  • 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.


  • No installation or update required. The program resides on a secure server and is updated automatically.
  • Client data is safe and secure on our IRS-compliant system.
  • Prepare returns, e-file, print returns and print checks from anywhere.
  • Spanish forms available.
  • Conversion software for most tax packages.