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| 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 |
| Pricing | |
| 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 |
| Support | |
| Toll free phone: | Yes |
| Hours: | During tax season, support is available with extended hours. Off season, support is available Monday–Friday, 8am–8pm 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. |
| Features/Functionality | |
| 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:
|
| 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.
