Click here for a PDF of detailed survey responses for TaxWise Complete Tax and Accounting.
| Tax program name |
TaxWise Complete Tax and Accounting |
| Vendor name |
CCH Small Firm Services |
| Telephone |
800-775-9473 |
| E-mail address |
Eriana.Rivera-Rozo@cchsfs.com |
| Web site |
taxwise.com |
| Price on Federal 1040 |
$3,625 (includes e-filing, all tax modules, all states, accounting modules, payroll and research material.) |
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Is this an increase from last year? By how much? |
No |
| Renewal price |
$2,900 until June 30 |
| State price |
Included |
| State renewal price |
Included |
| Pay-per-return pricing |
$425 for PPR Package-$140 license plus $285 toward return fees |
| Additional cost for E-filed returns |
$18 1040 (with one state), $33 business (with one state) |
| Online version? Cost? |
Yes |
| Support |
English and Spanish |
| Toll-free telephone |
Yes |
| Hours |
Tax Season:
Monday – Friday 7:30 a.m. – 12:00 a.m.
Saturday 8:30 a.m. – 6:00 p.m.
Sunday 1:00 p.m. – 4:00 p.m. (first 4 Sundays)
Off-Season:
Monday – Friday 8:00 a.m. – 6:00 p.m. |
| E-mail support? |
Yes |
| IM/chat? |
Yes |
| Other? Please specify |
n/a |
| Do you offer organizers? |
Yes |
| Client letters |
English and Spanish |
| Client portals |
Client Web sites and Customer Support Accounts |
Does your software integrate with other products?
Which ones? |
Yes, TaxWise Client Write-Up, Trial Balance, Fixed Asset Manager, Document Manager, Scan & Fill |
| New features added to your software for this year |
New Research (IntelliConnect), ability to download software from the Web, added security and office management features, increased e-file encryption, 5500 e-file capability, auto-processing of acknowledgements. |
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