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.

Read Article

Virtual Tax Office

Powered by TaxWise

TaxWise Online
Online Vault
eSignature
Client Portal
TaxWise Mobile

Learn More

TaxWise Online

Live Product Demo

Tuesdays

12 pm ET

45-min webinar

Register Here

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

Download

Virtual Tax Office On Demand Videos

Session Recording 1

Virtual Tax Office Demo
30 min

Watch

 

Session Recording 2

TaxWise Online with Mobile
7 min

Watch

 

Session Recording 2

Tax Season Technology Checklist
30 min

Watch

 

Activate Your Free TaxWise Trial

Not using TaxWise?

Call 866-345-4171 to connect with a Tax Software Specialist today!

Information Request

Fill out the form to receive an introductory email and phone call from one of our Solutions Consultants focused on growing tax preparation businesses in your area.