TaxWise
TaxWise: A professional tax suite with research, diagnostics, e-filing, and mobile intake. Ranked #8 of 30 in Small Business Tax Software by our editors (8.2/10); pricing: Paid; best for professional preparers needing research tools.
At a glance
- Editor score8.2 / 10
- PricingPaid
- Best forProfessional preparers needing research tools
- Free planNo
- Business entity supportPartnership (1065), corporation (1120), S corporation (1120-S), fiduciary (1041), estate (706), gift (709), exempt organization (990)
- Founded1836 · Alphen aan den Rijn, Netherlands
- Facts checked20 Sep 2026
Where it wins
- Supports individual and business federal and state e-filing
- Includes CCH AnswerConnect and TheTaxBook research access
- Combines diagnostics, eSignatures, and mobile document intake
Where it doesn't
- No free plan; annual pricing starts at $429
- Listed integrations are limited to CCH AnswerConnect, TheTaxBook, and Textellent
- The Limited package covers individual 1040 and business e-file options
Our verdict on TaxWise
TaxWise is tax preparation software for professional tax preparers and EROs. TaxWise Online provides cloud-based preparation, while TaxWise Desktop is included with the listed Online packages. The product supports interview and forms-based data entry, individual and business returns, federal and state e-filing, electronic signatures, refund transfer and fee payment products, and mobile taxpayer document upload and intake. Supported business return types include Forms 1065, 1120, 1120-S, 1041, 706, 709, and 990.
Pricing is structured around annual packages. The TaxWise Online Limited Package costs $429 per year and includes an annual license fee plus individual 1040 and business e-file options. The TaxWise Online 100 Package includes 100 individual 1040 tax returns, TaxWise Desktop, and unlimited users. The TaxWise Online 400 Package includes 400 total tax returns, TaxWise Desktop, and unlimited users. The TaxWise Online UltraPro Package includes 2,500 total tax returns, TaxWise Desktop, and unlimited users. The published package structure gives smaller and higher-volume preparers distinct return-capacity options, while every listed Online package includes unlimited users.
Research and workflow tools are central to TaxWise. CCH AnswerConnect and TheTaxBook support tax research, while hyperlinked e-filing diagnostics help identify return issues. Electronic signatures include automated reminders, and TaxWise Mobile can collect taxpayer information and documents for transfer into TaxWise Online. The product runs on web, Windows, iOS, and Android, with listed integrations for CCH AnswerConnect, TheTaxBook, and Textellent. TaxWise is a strong fit for professional preparers who need broad return support, research, diagnostics, and intake tools. Preparers seeking a free option or a wider listed integration ecosystem should consider alternatives.
Your product? Our editors can test TaxWise in depth and publish a review, labelled as paid · from $149/mo →
TaxWise pricing
All 4 TaxWise plans and prices →
TaxWise fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Business entity support | Partnership (1065), corporation (1120), S corporation (1120-S), fiduciary (1041), estate (706), gift (709), exempt organization (990) |
| Federal e-file | Yes |
| State e-file | Yes |
| Included state returns | Not verified |
| Bookkeeping imports | Not verified |
| Prior-year import | Not verified |
| Deployment | Cloud, Desktop, Mobile |
| Platforms | Web, Windows, iOS, Android |
| Support | Live chat, Tickets, Docs |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 3 integrations: CCH AnswerConnect, TheTaxBook, Textellent |
| Pricing | Paid (source) |
| Website | wolterskluwer.com |
| Facts checked | 20 Sep 2026 |
TaxWise integrations
TaxWise lists 3 integrations on its own site.
- CCH AnswerConnect
- TheTaxBook
- Textellent
Alternatives to TaxWise
- TurboTaxA broad guided filing option with strong income support, but paid tiers and state add-ons raise cost.9.3
- H&R Block OnlineA guided tax service with free simple returns, broader paid tiers, and web and mobile access.9.1
- TaxActA broad tax filing option for self-employed filers, with state filing charged separately.8.8
See all TaxWise alternatives →
TaxWise vs the competition
Compare TaxWise with any tool side by side →
Also Ranked In
TaxWise is ranked in 3 of our directories.
Used TaxWise? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used TaxWise for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
TaxWise is listed in our Small Business Tax Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/taxwise/"><img src="https://www.itechguides.com/best/badge/taxwise.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update