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?

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 complete a hassle-free install and conversion of your returns for you.

Here's what's included:

  • Installation of your TaxWise desktop software or implementation of your TaxWise Online solution
  • Conversion of your prior year returns from any of the following solutions:
    • Drake
    • Crosslink
    • Lacerte
    • ProSeries
    • UltraTax
    • TaxSlayer 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 Desktop Install and Conversion
Price: $199

TaxWise Online Setup and Conversion
Price: $199

TaxWise Desktop - Install Only (1-4 Workstations)
Price: $99