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TaxWise - Solutions for the Tax Professional

A multi‑module management system designed by CCH for accounting/legal/professional companies.
Questions about TaxWise - Solutions for the Tax Professional? Call (800) 827-1151 and talk to a software expert now.

TaxWise offers convenient and cost effective solutions for tax professionals. From simple to complex returns, TaxWise helps you complete Federal and State returns quickly and with ease.

TaxWise has been a leader in the tax preparation and electronic filing industry for over 18 years. More than 20,000 firms with over 45,000 tax professionals rely on TaxWise to prepare and e-file millions of returns each year.

Why you should choose TaxWise as your solutions provider

TaxWise is the solution for Tax Professionals like you. We say this with confidence because our products are comprehensive, easy to learn, fast, accurate, cost efficient, and backed up with outstanding customer support and training.


TaxWise offers some of the most comprehensive tax software products in the industry. Whether you process simple 1040s or more complex returns, TaxWise has the power to do it all.

Easy to Learn

Our software is easy to learn because it is designed with the end user in mind. You will instantly recognize the on-screen forms because they are the same paper returns you would normally use. It’s easy to see what the form will look like when printed and a cinch to teach your staff how to use the program.


Our software helps you process tax returns quickly. With features like instant error checking, color coding, customized forms list, and time savers, you reduce the time it takes to complete each return.

Speedy calculations also help reduce time involved in completing returns and may be one reason that TaxWise has been an industry leader in the tax preparation field for over 18 years. You don’t have to wait for calculations to happen. Enter or transfer data to a form, and TaxWise instantly performs the calculations.

Cost Efficient

TaxWise is one of the most cost efficient solutions in the industry. When you purchase TaxWise, you get great features like integrated depreciation, trial balance sheets, information that flows from form to form and Federal to state, and K-1 Data Sharing.

Great Technical Support

TaxWise boasts an incredible technical support department. All technical support staff hold A+ Certification, a recognized computer industry standard developed by CompTIA (the Computing Technology Industry Association). Achievement of this certification means an individual has the knowledge and skills to completely install, build, configure, update, troubleshoot, and repair personal computer hardware and operating systems.

Top Notch Training

As soon as you purchase your copy of TaxWise, we provide you with a one hour TaxWise Orientation which teaches you about the most common features available in our software. We provide you with access to TaxWise University (new for 03) to train and test your employees on the use of TaxWise and InterviewPLUS through video, audio, text, and interactive sessions. We give you the ability to practice the entire e-filing process through our industry first Training Electronic Filing Center. We also offer training seminars throughout the country which you can attend.

Popular Functionality Modules

Pay-Per-Return TaxWise Pay-Per-Return is for tax professionals preparing only a few returns during the tax season. You gain full access to the complete line of TaxWise Federal and State…

TaxWise Business and Specialty Packed with dozens of supporting forms and schedules, automatic calculations, and more, TaxWise Business meets all of your client’s needs. TaxWise Business Consistency…

TaxWise Profiling Package TaxWise Profiling Package is for tax professionals who complete a high volume of individual tax returns. TaxWise Profiling includes Federal 1040 software and individual state…

TaxWise ProBusiness Package TaxWise ProBusiness Package focuses on the tax professional specializing in corporate and partnership return preparation. TaxWise ProBusiness Package includes the following:…

TaxWise ProBusiness & Speciality TaxWise Probusiness and Speciality Package focuses on tax preofessionals who is all business and includes software to prepare the following forms: Federal 1120 Federal 1120S…

Complete Functionality Module List

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