TaxWise® Mobile

Using TaxWise Mobile is as easy as 1, 2, 3!
 

1. With TaxWise Mobile, you can provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet — simply post your custom link to your website or social media account, embed in an email, or share via text.
2. Once a taxpayer clicks the link, they will be asked several questions including demographic, income, and expense information.
3. After the interview is complete, the taxpayer will see an ‘estimated refund’ range generated directly from their inputs.

The taxpayer has the option to create an account and engage with you — the tax professional, to complete the tax return. Data entered in the mobile interview flows directly into TaxWise Online where you can see who has submitted an interview along with all their information.

What’s New in TaxWise Mobile (Coming November 2025)

Simplified Taxpayer Experience 
Streamlined mobile interview minimizes manual data entry and enables secure document exchange between clients and preparers.

AI-Powered ID Scanning 
Taxpayers can upload ID documents (Driver’s License, State ID, Military ID, Social Security Card) for instant, accurate data extraction—no typing required.

Automated Tax Document Extraction
Easily capture and auto-fill forms with mobile uploads of certain W‑2s and 1099s. AI-powered recognition boosts speed and accuracy across multiple document types.

Referral Sharing Made Easy 
Empower clients to refer friends with unique referral links—shared directly via social media. Tax preparers can set discounts and track referral-driven returns.