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Professional tax preparation software from Wolters Kluwer.

Pricing

Tiered plans

Founded

1987

Team size

201-500 employees

Headquarters

Riverwoods, IL

About TaxWise

TaxWise, from Wolters Kluwer's CCH Small Firm Services, is professional tax-preparation software for tax preparers, accounting firms, and financial consultants. Available as a desktop product and as TaxWise Online, it handles individual and business federal and multi-state returns, e-filing, client management, and reporting. It targets small and mid-sized tax and accounting practices.

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

The vendor hasn’t added security or compliance details yet.

Pricing

Commercial model

Pricing model: Tiered plans

Free trial: No

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Company-size fit has not been specified yet.

Buyer Fit & Positioning

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections