here for detailed survey responses for TaxWise. (Opens in new
window; click once to enlarge.)
|Tax program name:||TaxWise|
|Vendor 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?||Yes|
|By how much?||5%|
|Renewal price:||$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.|
|Pay-per-return pricing:||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?||Yes|
|Number of users:||3,800|
|Toll free phone:||Yes|
|Hours:||During tax season, support is available with extended hours. Off season, support is available Monday–Friday, 8am–8pm EST.|
|Other?||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?||Yes|
|Does your software integrate with other products?|| |
Yes. TaxWise integrates with our line of accounting and workflow products such as:
|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.