Tax Software Survey: TaxWise Complete Tax and Accounting


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.)

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.

SPONSORED REPORT

How to make the most of a negotiation

Negotiators are made, not born. In this sponsored report, we cover strategies and tactics to help you head into 2017 ready to take on business deals, salary discussions and more.

VIDEO

Will the Affordable Care Act be repealed?

The results of the 2016 presidential election are likely to have a big impact on federal tax policy in the coming years. Eddie Adkins, CPA, a partner in the Washington National Tax Office at Grant Thornton, discusses what parts of the ACA might survive the repeal of most of the law.

QUIZ

News quiz: Scam email plagues tax professionals—again

Even as the IRS reported on success in reducing tax return identity theft in the 2016 season, the Service also warned tax professionals about yet another email phishing scam. See how much you know about recent news with this short quiz.