TaxWise Online Expert Services

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.