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

Click-through nexus: Pushing the boundaries of sales tax compliance

Sales and use tax compliance has been complicated by nexus expansion. In this report, we provide an overview of this issue and include a handy state-by-state summary of click-through nexus or notification requirements.

QUIZ

News quiz: Debt, retirement, and the changing economy

Recent news reported findings about college loan debt, women in the CPA profession, and the sharing economy. See how much you know about recent news and reports with this quiz.

CHECKLIST

Auditing risks in culture

Cultural flaws can seriously damage an organization. Here’s how internal auditors can reduce risks by embedding culture audits into existing audit programs.