Virtual Tax Office

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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