2014 Review of CCH Small Firm Services - TaxWise

TaxWise is a tax solution provided by CCH Small Firm Services.  Intended for use by sole-practitioners, to firms with 10 or fewer staff, the solution is focused on quick data entry.  TaxWise offers several unique features including bilingual forms and inclusion of CCH US Master Tax Guide in several of its pricing options.

BEST FIRM FIT

Sole-practitioners with a focus on mostly simple return types and those servicing the Hispanic market

STRENGTHS

  • Simple data entry, often lending to heads down entry
  • Multi-language tax form options
  • Common database storing all employer identification numbers

POTENTIAL WEAKNESSES

  • Review tools are incomplete


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