TaxWise review
A professional tax suite with research, diagnostics, e-filing, and mobile intake.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
TaxWise pros and cons
- 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
TaxWise fact sheet, pricing and score →
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