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Mobile Add-On

The new TaxWise® Mobile interface is all about convenience — for you and your clients. The taxpayer interview interface allows you to prepare returns quickly and eliminate the need for office visits.

The new mobile interface delivers efficiency, speed, and improved customer experience, providing the essential attributes your tax office needs to grow. TaxWise Mobile integrates seamlessly with our Online Software, giving your clients the freedom and flexibility to complete the tax preparation process via their smartphone, computer, or tablet, without visiting the office.

Secure end-to-end mobile tax preparation experience:

  • Taxpayers can securely populate critical information and upload documents from their preferred mobile device
  • The data flows into TaxWise Online automatically
  • Taxpayers can snap photos of their tax documents, which are stored directly in Vault (document storage)
  • Taxpayers can use TaxWise® Mobile to securely sign and send back the final return to their preparer for electronic filing
  • Once filed, taxpayers can also utilize TaxWise® Mobile to track return status and refund updates

Additional features:

  • E-Signature
  • New easy to use taxpayer interview
  • Full remote return preparation
  • Document sharing
  • Communicate with your client right from TaxWise Mobile to the interview