Summary & Pricing
TaxWise provides small and mid-sized firms the ability to easily manage high volumes of returns and multi-state filers, while also offering compliance for all other business and not-for-profit entities. The system includes good client communication tools and support for multi-office locations, while remaining easy to use for temporary or novice staff. The PaperlessPLUS and PaperlessPLUS Premier add-on gives firms additional document management and return automation features.
TaxWise is available in three packages, ProFiling, a 1040-only package (with all states) starting at $999 for unlimited users in the same location. For compliance for all entities and tax research, the Power Package costs $2,349. Additional bundles such as Workflow and Accounting combine ancillary products, such as the PaperlessPlus utility, for cost-savings purchase.
TaxWise is also available on a pay-per-return basis an annual fee of $199 and a prepaid minimum of $300 that is escrowed toward per-return fees, which are priced at $20 each for single state 1040s and $35 each for single state business return.