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.

QUIZ

Personal happiness and new hires’ pay on the rise

The news of the past couple of weeks hit home with reports on personal financial satisfaction and pay for finance professionals. See how much you know about recent news reports with this quiz.

SPONSORED REPORT

Preventing and detecting fraud at not-for-profits

Organizations in all industries must deal with the potential for fraud to occur, and design controls to prevent and detect it. Environment, policies, and controls can help organizations steer clear of problems.

PROFESSIONAL LIABILITY SPOTLIGHT

The dangers of dabbling

To meet evolving marketplace needs, CPAs often look to diversify their service offerings. Firms can mitigate the risk of experiencing competency-related professional liability claims by implementing these basic steps.