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

  • TaxWise Online
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On Demand

Virtual Tax School

Hosted by Anthony Sampson, Enrolled Agent and Solution Architect, our virtual Tax School is focused on providing you with tax preparation tips and best practices on a wide range of topics highly requested by Tax Preparers.

Monthly Complimentary Webinars

On Demand

On Demand Webinars

View one of our recorded webinars on your own time with our on demand section. A selection of our most popular webinars are available for you.

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

    Try TaxWise® Today

    Activate a commitment-free TaxWise Online trial account with no expiration date.

    Tax News & Updates

    Visit our tax policy news page for industry insights available to Tax Preparers.

    Contact a Rep

    Schedule a consultation with a tax prep software specialist.

     

    Product Demonstrations

     

    TaxWise Online

    Anthony Sampson, EA
    Solution Architect
    Watch our 15-min product demo to see how a Virtual Tax Office solution like TaxWise Online can help you prepare tax returns quickly and easily — anytime, anywhere, and using any device!
    On Demand

    TaxWise Mobile

    Anthony Sampson, EA
    Solution Architect
    Watch our 10-min video interview with iTaxMobile, LLC, and hear about their experience using TaxWise Mobile, a taxpayer remote interview tool that integrates seamlessly with TaxWise Online.
    On Demand
    Product Demos Virtual Tax School On Demand Webinars

    Virtual Tax School

     

    Maximizing Schedule E Deductions

    Ryan Hubbs
    Solution Architect
    Amar Medic
    Marketing Manager
    • Strategies to maximize your client’s tax deductions with typical Schedule E deductions (Rental income and deductions) • Maximizing your client's tax-deductible travel expenses for business purposes related to rental properties • Material participation • Practical Examples in a 1040 Individual Tax Return
    Watch

    Maximizing Schedule C Deductions

    Ryan Hubbs
    Solution Architect
    Amar Medic
    Marketing Manager
    Strategies to maximize your client’s tax refund with typical Schedule 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?
    Reporting home office deductions
    Practical Examples in a 1040 Individual Tax Return
    Watch

    Introduction to 1065 and 1120S Tax Return Prep

    Anthony Sampson, EA
    Solution Architect
    Luis Galvis
    Technical Marketing Manager
    • Intro Business Returns: Self-Employed/Sole Proprietor, S-Corp, and Partnership • Intro to Schedule C Deductions & Maximizing those Deductions • Intro to Business Income & Deductions for Small Businesses • Partnership vs. S-Corp • Intro to IRS Form 1099 & Knowing which 1099 to issue to recipients
    Watch

    Maximizing Schedule A Deductions

    Ryan Hubbs
    Solution Architect
    Amar Medic
    Marketing Manager
    Learn strategies to maximize your client’s tax refund with Schedule A Itemized Deductions. When should I force my itemized deductions to my state returns? Deductions: Explaining above the line and below the line deductions. Get practical Examples in a 1040 Individual Tax Return.
    Watch

    Cybersecurity Best Practices for Tax Pros

    Anthony Sampson, EA
    Solution Architect
    Luis Galvis
    Technical Marketing Manager
    With cyber threats on the rise, the Internal Revenue Service and the Security Summit partners have urged tax professionals to review their security steps to ensure they are fully protecting client data whether working in the office or a remote location. During this session, we’ll review the basic "Security Six" protections from the IRS Security Summit, as well as guidance from the IRS Pub. 4557.
    Watch

    Start and Grow Your Tax Business with Tax Prep Software Technology

    Ryan Hubbs
    Solution Architect
    Amar Medic
    Marketing Manager
    Learn more about the benefits of becoming a tax professional and how working with a browser-based tax prep solution will help you succeed. Learn the Value that Tax Professionals Provide to individuals and businesses. How to become a licensed tax professional & How long will it take to become licensed? How to safeguard taxpayer information, IRS Circular 230, Client Confidentiality. Benefits of a Virtual Tax Office
    Watch

    Past, Present, and Future of Bank Products

    Shannon Bond
    VP & Segment Leader, Wolters Kluwer
    Eric King
    VP Strategic Alliances, Santa Barbara TPG
    Jermaine Shearin
    VP of Sales, MetaBank Tax Division
    Carter Dempsey
    VP, Director of TRS Sales, Republic Bank
    How do Refund Transfers, Prepaid Cards, and Pre-Ack Advance Loans help you attract new clients and retain your existing ones? Join our expert panel to ask questions and hear their insights on the evolution of bank products over the past 30 years, thoughts and lessons learned from the 2020 Tax Season, benefits of offering these products to your clients, and off-season activities to keep in mind as you get ready to increase your profit margin in 2022 and beyond!
    Watch
    Product Demos Virtual Tax School On Demand Webinars

    On Demand Webinars

     

    Your Virtual Tax Office - Available Anytime, Anywhere

    Dawn Evanoff
    TaxWise Application Engineer
    Anthony Sampson, EA
    Solution Architect
    Tax Professionals need to be ready to access their tax returns and source documents anytime, anywhere. We invite you to learn more about the benefits of running a Virtual Tax Office!
    Learn More

    Your Tax Season Technology Checklist

    Dawn Evanoff
    Application Engineer
    Luis Galvis
    Technical Marketing Manager
    During this webinar, our team shares insights that will help determine if these tools are right for you: on-premise or virtual tax prep solutions, electronic signatures, two-way business texting with your clients, secure client portal, online document storage, and taxpayer mobile interview.
    Watch

    Preparing your Tax Business to Move Forward in 2021

    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

    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?
    Watch

    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 Virtual Tax School On Demand Webinars

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