TaxWise Mobile

Using TaxWise Mobile is as easy as 1, 2, 3!

With TaxWise Mobile, you can provide your clients with a secure way to start their tax return from the comfort of their smartphone, computer, or tablet — simply post your custom link to your website or social media account, embed in an email, or share via text.

Once a taxpayer clicks the link, they will be asked several questions including demographic, income, and expense information.

After the interview is complete, the taxpayer will see an ‘estimated refund’ range generated directly from their inputs.

The taxpayer has the option to create an account and engage with you — the tax professional, to complete the tax return. Data entered in the mobile interview flows directly into TaxWise Online where you can see who has submitted an interview along with all their information.

New for 2025 (coming November), automated document extraction, a referral program to help grow your business, and a simplified taxpayer interview experience will also be exclusively available with TaxWise Mobile."