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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.

 

 

TaxWise Mobile In Action

Watch our one-on-one conversation with iTaxMobile, LLC — a tax preparation business headquartered in Atlanta,
using TaxWise Mobile to attract and serve new clients across the U.S.

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TaxWise Mobile

For TaxWise Online

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