Getting Started with TaxWise Expert Services

Why bother with the hassle of not only learning a new software, but also installing the program and converting your previous year's returns? Sign up for TaxWise Expert Services today and get the help you need with setting up TaxWise for the first time!

TaxWise Expert Services is our white glove service that can help you save time and frustration in implementing TaxWise in your office. Choose a date and time that meets your needs and a TaxWise representative will assist and guide you on how to complete a hassle-free install of TaxWise and conversion of your returns.

Here's what's included:

  • A TaxWise representative will assist and guide you with the installation of your TaxWise desktop software or implementation of your TaxWise Online solution
     
  • The TaxWise representative will also help you with the conversion of your prior year returns from any of the following solutions:
    • Drake
    • Crosslink
    • Lacerte
    • ProSeries
    • UltraTax
    • TaxSlayer Pro Classic
    • TaxAct
    • ATX
       
  • During the consultation, a TaxWise representative will also provide you with tips and tricks for using your new software.

If you have any questions regarding TaxWise Expert Services, please reach out to your account manager directly at 866-413-8010 for more information.
 


TaxWise® Online

 

Expert Services Bundle

Bundle includes the installation, conversion, and support for TaxWise Online software.

Price: $299

Add to Cart

 

Expert Services Conversion Only

Conversion Only allows a TaxWise Support representative to assist you with converting your existing software data to TaxWise Online.

Price: $199

Add to Cart

 

Expert Services Install Only

Install Only provides implementation of the TaxWise Online software.

Price: $99

Add to Cart

TaxWise® Desktop


Expert Services Bundle (1-4 Workstations)

Bundle includes the installation, conversion, and support for TaxWise Desktop software for 1-4 workstations.

Price: $299

Add to Cart

 

Expert Services Conversion Only

Conversion Only allows a TaxWise Support representative to assist you with converting your existing software data to TaxWise Desktop.

Price: $199

Add to Cart

 

Expert Services Install Only (1–4 Workstations)

Install Only provides implementation of the TaxWise Desktop software for 1-4 workstations.

Price: $99

Add to Cart