Click here for detailed survey responses for TaxWise. (Opens in new window; click once to enlarge.)
|Tax program name:
||CCH Small Firm Services|
|Number of users:
||13,000 tax businesses|
|Price on Federal 1040 (new customers):
||Power package retails for $2,515.|
| Increase from last year?
| By how much?
||$2,012 (20% early season renewal discount)|
|State price (new customers):
||Power package includes all state and local forms and supporting schedules at no additional cost.|
| State renewal price:
||Included in the cost of the Power package.|
||TaxWise Pay-Per-Return retails for $450 ($150 annual license fee + non-refundable deposit toward return fees).|
|Additional cost for e-filed returns:
Power package includes unlimited, electronic-filing of all supported forms at no extra cost.
Pay-Per-Return includes federal and state e-filing for no extra charge.
|Do you offer an online/SaaS version?
| Number of users:
| When introduced:
|Toll free phone:
||During tax season, support is available with extended hours. Off season, support is available Monday–Friday, 8am–8pm EST.|
||TaxWise users have access to our online Knowledge Base, TaxWise Communities discussion board and Good Morning SFS and TaxWise TV our internet video programs.|
|Do you offer organizers?
|Does your software integrate with other products?
Yes. TaxWise integrates with our line of accounting and workflow products such as:
TaxWise Client Write-Up Suite
TaxWise Payroll Compliance Reporting
TaxWise Scan&Fill with Document Manager
Central Office Manager (COM)
Automatic Tax Office Manager (ATOM)
|New features added to your software for this year:
Implement IRS Modern E-file (MeF)
– Convert Individual, Federal and State returns into the new MeF format
– Faster, real time reporting capabilities
COM (Central Office Manager)
– Web-based application to assist multi-office operators efficiently manage locations
Last year 13,000 tax businesses using TaxWise software prepared more than 15 million individual and business returns. As a part of CCH Small Firm Services, TaxWise is designed for high-volume tax practices, with powerful features and tools that encourage growth.
TaxWise has seven package options designed for the needs of various tax and accounting firms. ProFiling, ProBusiness & Specialty, Executive, Power, Executive Accounting, Power Accounting, Complete Tax and Accounting along with TaxWise Pay-Per-Return contain different features at different price points.