Tax Professionals choose TaxWise® to navigate complex regulations, comply with legislation, and advise clients with speed, accuracy and efficiency. 

What is a Virtual Tax Office?

Powered by TaxWise® Online, a Virtual Tax Office provides tax preparers with the ability to access their tax returns and source documents anytime, anywhere — using their laptop, tablet, or smartphone. We invite you to learn more about the benefits of running a Virtual Tax Office, featuring:

  • TaxWise Online: Access your tax returns anytime, anywhere
  • Online Vault: Organize and store your client's tax documents online
  • eSignature: Compliant in-person and remote electronic signing
  • Client Portal: Secure two-way file sharing and online document storage
  • TaxWise Mobile: Taxpayer mobile interview tool

TaxWise Mobile was recognized by Accounting Today as one of the 2021 Top New Products for Tax Professionals.

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Virtual Tax Office

Powered by TaxWise

TaxWise Online
Online Vault
Client Portal
TaxWise Mobile

Learn More

TaxWise Online

Live Product Demo


12 pm ET

45-min webinar

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Case Study

TaxWise Customer

"TaxWise Online cuts my tax return preparation time in half, helping my team grow while increasing revenue and profits year over year."

- Jasmine Dabbs, President - Wizard Tax


Virtual Tax Office On Demand Videos

Session Recording 1

Virtual Tax Office Demo
30 min



Session Recording 2

TaxWise Online with Mobile
7 min



Session Recording 2

Tax Season Technology Checklist
30 min



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