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Partners

Our Partners

JPG3-01

Harness the full potential of your tax business with free access to both TaxWise Power Package™ & TaxWise Online. You can serve your clients who need to file individual, business or specialty returns in any state.  Utilize powerful tools to improve your workflow and help you prepare more returns with increased accuracy. The included Easy Interview tool simplifies data entry for 1040 returns; allowing anyone in your office to handle the task. This ensures you can focus on completing returns efficiently.

TaxWise Power also includes powerful tools to improve your workflow and help you prepare more returns with increased accuracy. The included Easy Interview tool simplifies data entry for 1040 returns, allowing anyone in your office to handle the task. This ensures you can focus on completing returns efficiently.

Package Includes:


  • All federal 1040 forms and schedules
  • Over 60 bilingual forms that easily flip between Spanish and English
  • All states with a filing requirement
  • Federal modules for 1120, 1120S, 1065, 1041, 990, 706, 709, and 5500 returns
  • TaxWise Easy Interview™
  • Central Office Manager (COM)
  • CCH® U.S. Master Tax Guide® (online)
  • Daily updates from Federal Tax Day and State Tax Day (online)
  • Easy Interview included
  • TaxWise e-Signature – both in-person and remotely
  • Free software conversions

You’ll Also Receive:


  • No network fees and unlimited users in the same location
  • Award winning U.S.-based customer support
  • Free User Guides
  • Free use of Training Electronic Filing Center
  • More info/video demonstrations
  • TaxWise Desktop

TaxWise Online (TWO) is the premier online professional tax preparation software for your federal and state individual returns. With TWO, you can quickly prepare returns with powerful form templates and shortcuts and offer settlement solutions to your clients anywhere you have an internet connection.

Package Includes:


  • All federal 1040 forms and schedules
  • All states with a filing requirement
  • Over 60 bilingual forms that easily flip between Spanish and English
  • Fully integrated with CIT’s low cost Republic Refund Transfers
  • Electronic filing of federal and state returns
  • Free software conversions
  • Easy interview wizard for quickly starting a return

You’ll Also Receive:


  • Federal refund monitor
  • Award winning U.S.-based customer support
  • Free User Guides
  • Free use of Training Electronic Filing Center
  • More info /demo

3Fund is a preparer payment solution that combines three low cost refund options under one brand. With 3Fund, you can easily deduct your preparation fees directly from your client’s refund and then give them a choice on how they want to receive their remaining funds; on a prepaid card, printed check or via direct deposit.

Your clients can choose the refund option which works best for them, and they won’t have to pay their tax prep fees out-of-pocket. They’ll be happier than ever before, and you’ll value receiving timely payments — every time.

Best of all, 3Fund’s low cost solutions help keep you competitive in today’s market. You can offer a refund product for as little as $26.95!

Streamline Cash Flow — Ensure timely payment by automatically deducting your tax prep fees from your client’s refund.

Client Satisfaction — Eliminate clients’ out-of-pocket costs and give them a choice on how to receive their refund.

Prepaid Card

Check

Direct Deposit

Low Cost — 3Fund leads the industry with affordable refund disbursement products. There’s no Technology Fee.

Easy to Offer — 3Fund is seamlessly integrated into your TaxWise software.

Reliable — You can depend on us to deliver the refund experience you, and your clients, expect and deserve. TaxWise has been processing electronic tax returns and bank products for years. Nobody has more experience or does it better than us!