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A Review of TaxWise Tax Software

For a detailed comparison of Taxwise tax software for 2019 including integrated bank product comparisons, please visit

SAN JOSE, CALIFORNIA, UNITED STATES, February 11, 2019 / -- In our review of TaxWise Tax Software, tax professionals may find that TaxWise falls behind other tax software in terms of vital time-saving integrations and advanced technology. With that said, there are some notable features which are briefly discussed below.

The notable/useful features of TaxWise software include:the diagnostics tool which allows the preparer to find and correct any E-filing errors, the “What if?” mode that tests a variety of tax scenarios, and 60+ bilingual forms for Spanish-speaking clients. Although these internal tools are convenient and simple to use, the overall features are basic in comparison to the more robust features and support provided by other top ranked software.

TaxWise software misses on the opportunity to provide more advanced hardware and application integrations for the benefit of both tax preparer and client. Examples of such features include the signature pad found in both Drake tax software and CrossLink tax software, as well as the handheld scanner found exclusively in CrossLink. Time-saving hardware like these can really make a difference in how quickly tax preparers communicate and gather information from their clients. Additionally, the software lacks in providing features that simplify communication between preparer and client, such as the taxpayer mobile app. This client-engaging tool is a valuable feature that should be provided by any serious professional tax software provider.

Although TaxWise delivers on simplicity, it lacks in providing the advanced time-saving and convenient technology that professionals should expect in this day in age. It is therefore in our opinion that TaxWise tax software surely has lots of room for improvement in the tax seasons to come.

Please note that our TaxWise tax software reviews and reviews of any other professional tax software on our website are strictly the opinion of the editor based on hands-on experience. aims for tax professionals to have access to the most current and reliable professional tax software reviews. Our website provides complete feature-ranked ratings of the best professional tax software on the market. With full reviews on each software, you can be confident in your choice of tax software for the coming season. Our website also rates the best bank products for tax professionals as well.

John Livermore
Professional Tax Software Reviews
+1 805-622-3679
email us here