2010 Tax Software Survey: TaxWise

Click here for detailed survey responses for TaxWise. (Opens in new window; click once to enlarge.)

General Information
Tax program name: TaxWise
Vendor name: CCH Small Firm Services
Telephone (sales): 1-888-455-0182
E-mail (sales): sales@TaxWise.com
Website: www.TaxWise.com
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.

Web/SaaS Version
Do you offer an online/SaaS version? Yes
     Name: TaxWise Online
     Cost: $1,149
     Number of users: 3,800
     When introduced: 2005
Toll free phone: Yes
Hours: During tax season, support is available with extended hours. Off season, support is available MondayFriday, 8am8pm EST.
E-mail support? Yes
IM/Chat? Yes
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
Client letters? Yes
Client portals? No
Does your software integrate with other products?

Yes. TaxWise integrates with our line of accounting and workflow products such as:

  • TaxWise Client Write-Up Suite
  • TaxWiseTrial Balance
  • TaxWise Payroll
  • TaxWise W-2/1099
  • TaxWise Payroll Compliance Reporting
  • TaxWise Fixed Manager
  • TaxWise Scan&Fill with Document Manager
  • TaxWise Document Manager
  • Audit Shield product
  • FeeCollect product
  • Bank Products
  • TaxWise Easy Interview
  • Central Office Manager (COM)
  • InterviewPLUS
  • Automatic Tax Office Manager (ATOM)
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


Enhanced Reporting

Faster, real time reporting capabilities


COM (Central Office Manager)

Web-based application to assist multi-office operators efficiently manage locations

Additional Comments

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.


Where to find March’s flipbook issue

The Journal of Accountancy is now completely digital. 





Get Clients Ready for Tax Season

This comprehensive report looks at the changes to the child tax credit, earned income tax credit, and child and dependent care credit caused by the expiration of provisions in the American Rescue Plan Act; the ability e-file more returns in the Form 1040 series; automobile mileage deductions; the alternative minimum tax; gift tax exemptions; strategies for accelerating or postponing income and deductions; and retirement and estate planning.