Please be advised that from Friday, Mar 13, 2026 at 9:00 PM EST through Saturday, Mar 14, 2026 at 10:00 AM EST we are undergoing scheduled maintenance for a system upgrade. During this time renewals and new orders are unable to be processed. Thank you for your patience. 

TaxWise Online Expert Services

Format: Software Add-on
Product: 000000000010086863
Choose a date and time that meets your needs and let our white-glove service complete a hassle-free installation, tax return conversion, and implementation of your new TaxWise Solution.
$262.00

TaxWise Expert Services is our white glove service that can help you save time and frustration in implementing TaxWise in your office. Choose a date and time that meets your needs and a TaxWise representative will assist and guide you on how to complete a hassle-free install of TaxWise and conversion of your returns.

Here's what's included:

A TaxWise representative will assist and guide you with the installation of your TaxWise desktop software or implementation of your TaxWise Online solution
 
The TaxWise representative will also help you with the conversion of your prior year returns from any of the following solutions:

Drake
Crosslink
Lacerte
ProSeries
UltraTax
TaxSlayer Pro Classic
TaxAct
ATX
 
During the consultation, a TaxWise representative will also provide you with tips and tricks for using your new software.

If you have any questions regarding TaxWise Expert Services, please reach out to your account manager directly at 866-413-8010 for more information.

More Information
Product Type TAXWISE
Format Software Add-on