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Product Demos

Join one of our group sessions with a Solution Architect for a live software demonstration and get answers to your questions.

  • TaxWise Desktop
  • TaxWise Online
  • TaxWise Mobile
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Tax Industry Hot Topics

Hosted by our Subject Matter Experts, these live panel discussions cover tax industry hot topics, including:

  • Tax law updates
  • Technology trends
  • Growing your business
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On-Demand Webinars

We know you are busy and may not be able to join our live sessions. A selection of our most popular webinars are available for on-demand access.

You can watch these any time and if needed, request a follow up from a Solutions Consultant. See Other Resources.

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    Other Resources

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    Contact a Rep

    Schedule a consultation with a software Solutions Consultant.

     

    Live Product Demonstrations

     

    TaxWise Online

    Katie Vittetoe, CPA
    Solution Architect
    Anthony Sampson, EA
    Solution Architect
    During this 30-min live group webinar, our experienced Solution Architects will show you how to prepare tax returns quickly and easily with TaxWise Online - anytime, anywhere! You'll also see TaxWise Mobile in action, the industry leading taxpayer-facing mobile interview tool.
    Register

    TaxWise Desktop

    Katie Vittetoe, CPA
    Solution Architect
    Anthony Sampson, EA
    Solution Architect
    During this 30-min live group webinar, our experienced Solution Architects will show you how TaxWise Desktop streamlines your e-filing and fee collection process from start to finish, allowing you to handle a high volume of tax returns quickly and easily with our time-saving features.
    Register
    Product Demos Hot Topics On-Demand Webinars

    Tax Industry Hot Topics

     

    Your Virtual Tax Office - Available Anytime, Anywhere [11/2/20 @ 3 pm ET]

    Dawn Evanoff
    TaxWise Application Engineer
    Anthony Sampson, EA
    Solution Architect
    You keep hearing a lot about running a virtual tax office from the cloud, but what are the benefits, what does it even look like, and is it easy to use? Join this 30-min session to see why thousands of Tax Professionals like yourself are switching to a tax prep software solution that allows you to access all your tax returns and tax documents, from your laptop, tablet, or smartphone – anytime, anywhere!
    Register

    Preparing your Tax Business to Move Forward in 2021 [On Demand]

    Shannon Bond & Anthony Sampson, EA
    TaxWise, Wolters Kluwer
    Joe Rogers, EA
    President, Federal Direct Tax Services
    During this 1-hour live panel discussion, we’ll cover: Top challenges and lessons learned in 2020 • How to retain clients and grow your business during a pandemic • Maximizing efficiencies in your daily operations with cutting-edge technology • Strategies to move your business forward in 2021 and beyond!
    Watch

     

    Maximizing Schedule C Deductions [On Demand]

    Anthony Sampson, EA
    Solution Architect
    Luis Galvis
    Technical Marketing Manager
    During this 1-hour live webinar, we’ll cover: Strategies to maximize your client’s tax refund with Sch C deductions • Maximizing the Qualified Business Income Deduction (QBI) • Should I deduct the mileage or the actual expenses on a vehicle used in a business? • Using Tax Research to expand your client’s legitimate tax deductions on a Schedule C • Practical Examples using TaxWise Online.
    Watch

     

    Maximizing Schedule A Itemized Deductions [10/20/20 @ 2 pm ET]

    Anthony Sampson, EA
    Solution Architect
    Luis Galvis
    Technical Marketing Manager
    During this 1-hour live webinar, we’ll discuss: Strategies to maximize your client’s tax refund with Sch A Itemized Deductions • When should I force my itemized deductions to my state returns? • Using Tax Research to expand your client’s legitimate tax deductions on a Schedule A • Practical Examples using TaxWise Online.
    Register
    Product Demos Hot Topics On-Demand Webinars

    On-Demand Webinars

     

    Live Panel Discussion: Answering Tax Questions During Tax Prep with TaxWise 

    Anthony Sampson, EA
    Solution Architect
    Luis Galvis
    Technical Marketing Manager
    During this 30-min group session, we discuss how you can quickly find credible and reliable answers to your tax questions with CCH AnswerConnect, and how to integrate this solution with TaxWise to conduct your research while you prepare tax returns.
    Watch

    Live Panel Discussion: Social Media Marketing for Tax Pros

    Angela Coenen
    Director of Digital Engagement
    Brandon Sims
    Social Media Manager
    Do you want to leverage social media as a strategic part of your marketing plan? During this live panel discussion, we cover the basics of social media marketing, where to start, free tools, tax industry examples, and more.
    Watch

    Live Panel Discussion: Using a Client Portal

    Anthony Sampson, EA
    Solution Architect
    Luis Galvis
    Technical Marketing Manager
    During this 30-min session, our discussion with Anthony Sampson, EA answers the following questions: What is a Client Portal and why is it more secure? How does it work with TaxWise Desktop and Online? How will your customer access it and use it to share tax documents securely?
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    Fireside Chat: 5 Reasons Why You Should Consider an Online Tax Prep Solution

    Dawn Evanoff
    TaxWise Application Engineer
    Luis Galvis
    Technical Marketing Manager
    During this Fireside Chat, Dawn Evanoff - Software Application Engineer and Small Business Owner, discusses the benefits of moving your business applications to the cloud, what to consider before making a switch and how to ensure that your transition from desktop to online will be seamless.
    Watch

    Fireside Chat: Cybersecurity Guidance from the IRS Security Summit

    Shannon Bond
    VP & Segment Leader, Wolters Kluwer
    Luis Galvis
    Technical Marketing Manager
    The IRS has joined with representatives of the software industry, tax preparation firms, payroll and tax financial product processors, and state tax administrators to combat identity theft refund fraud to protect the nation's taxpayers. During this Fireside Chat, Shannon Bond - VP & Segment Leader, Preparer Market for Wolters Kluwer, and member of the IRS Security Summit discusses the recent guidance for Tax Professionals.
    Watch

    Fireside Chat: 5 Ways to Improve Your Existing Marketing Strategies

    Dawn Evanoff
    TaxWise Application Engineer
    Luis Galvis
    Technical Marketing Manager
    During this Fireside Chat, Dawn Evanoff - Software Application Engineer and Small Business Owner, shares how high-volume tax preparation offices can achieve growth by leveraging implementing marketing best practices, and how you can boost your referral clients in 3 simple steps.
    Watch
    Product Demos Hot Topics On-Demand Webinars