TaxWise(R) Professional Tax Software: Features, Pricing, and Demo
TaxWise by Wolters Kluwer, sold and supported by America's Tax Professionals, an authorized reseller and IRS e-file provider. Desktop and online packages, bilingual forms, and payment plans.
About TaxWise through ATP
TaxWise(R) by Wolters Kluwer is professional federal and state tax preparation software built for independent preparers, EROs, and small tax offices. America's Tax Professionals is an authorized TaxWise reseller that bundles the software with IRS e-file transmission through ATP's own federal authorization, direct setup support, and payment plan options. Whether you are setting up your first practice or renewing for another season, ATP provides TaxWise desktop and online packages with the support of a 25-year operator behind them.
What TaxWise(R) does for your practice
- 60+ Spanish-language forms and schedules alongside the full English form set, suited for practices serving both English and Spanish-speaking clients.
- Desktop installation (Windows 10 and Windows 11) and TaxWise Online cloud version, so you can choose the setup that fits your office.
- Federal tax preparation and e-file for Form 1040 and all common individual schedules, with state software included for up to five states in the Individual 1040 package.
- Bank products and refund transfers through established RT bank partners (including debit card options), so your clients have flexible refund delivery.
- Multi-state processing with optional e-file of one, none, or all state returns in a single workflow.
- Built-in error checking, on-screen user manual, and tutorials so new preparers can work confidently from the first return.
- Prior-year data import from other software to simplify client transitions.
- Unlimited customer support included with every ATP TaxWise package.
TaxWise(R) pricing
All prices are for the 2025 tax year. Confirm current pricing with ATP before ordering.
| Package | Full pay | Payment plan |
|---|---|---|
| Individual 1040 Most chosen Federal prep, e-file, up to 5 states, bank products, network workstations, ATP membership. | $675 | $775 $55 down, then 12 x $60/month |
| All States add-on All individual state returns. Requires Individual 1040 purchase. | $295 | $315 $40 down, then 11 x $25/month |
| Business package Federal fiduciary, partnership, corporation, employee plan, estate, and exempt organizations plus all state business returns. Requires Individual 1040 purchase. | $345 | $385 $35 down, then 10 x $35/month |
ATP pays shipping on all desktop package orders. Software ships early to mid December; final updates download in early January. Payment plans let you spread the cost with a small down payment and monthly installments.
| Package | Price | Capacity |
|---|---|---|
| TaxWise Online 100 | $1,849 | 100 individual returns |
| TaxWise Online 400 | $3,899 | 400 mixed returns |
| TaxWise Online UltraPro | $4,249 | 2,500 mixed returns |
| TaxWise Online Limited | $429 | Per-return pricing ($39 to $61 per return) |
TaxWise Online is a cloud-based version that keeps your software automatically current without manual downloads, stores returns securely online, and lets you access your practice from any Windows browser. ATP can assist with TaxWise Online setup and answer questions about which tier fits your expected return volume.
Per-return transmission fees (2025 tax year, billed weekly)
- Federal returns with bank products
- $10.00 per return (fees deducted from bank product proceeds).
- Federal returns without bank products
- First 50: $4.75; next 50: $4.25; next 100: $3.75; next 300: $3.25; over 500: $2.75 per return.
- State returns (transmitted with a federal return)
- First 50: $3.20; next 50: $2.70; next 100: $2.20; next 300: $1.70; over 500: $1.20 per return.
All transmission fees are billed weekly and due within 15 days of billing.
Why buy TaxWise through ATP
Payment plans, not just a sticker price
Spread the cost of your software over 10 to 12 monthly payments with a small down payment. It is a real option for managing cash flow ahead of the season, and not something prominently offered when buying direct from the vendor.
Built for bilingual offices
TaxWise includes more than 60 Spanish-language forms and schedules. Preparers serving Spanish-speaking clients can work in Spanish or English within the same software, one of the few professional platforms with a dedicated bilingual form set.
TaxWise(R) questions, answered
How much does TaxWise cost?
Through ATP, the TaxWise(R) Individual 1040 package is $675 paid in full or $775 on a 12-month payment plan for the 2025 tax year. The All States add-on is $295 full pay or $315 on a payment plan. The Business package add-on is $345 full pay or $385 on a plan. TaxWise Online tiers are priced separately by Wolters Kluwer, starting at $429 for limited per-return access up to $4,249 for 2,500 mixed returns. Confirm current pricing with ATP before ordering.
How does TaxWise compare to Drake Software?
TaxWise(R) and Drake are both established professional tax software platforms for independent preparers. TaxWise is known for its bilingual English and Spanish form set (60+ forms), its dual desktop and cloud options, and its bank product integration. Drake is known for its flat-rate pricing model and strong customer support reputation. When you buy TaxWise through ATP, you add 25 years of authorized reseller support and the option to transmit returns through ATP's IRS e-file authorization. The right choice depends on your practice's volume, language needs, and budget; ATP can walk you through a comparison on a free demo call.
How do I get a TaxWise demo?
Email ATP at loren.atp@yahoo.com with your name and mailing address. ATP will send you a demo copy of TaxWise software by mail at no cost. There is no online demo; the demo is a physical mailed copy so you can test the software in your actual Windows environment.
What states does TaxWise support?
TaxWise(R) supports all states that require individual income tax returns. The Individual 1040 package includes state software for up to five states. The All States add-on (available as an add-on to the Individual 1040 package) covers all remaining states for individual returns. State business returns are included in the Business package add-on.
Can I file bilingual returns with TaxWise?
Yes. TaxWise(R) includes more than 60 Spanish-language forms and schedules. Preparers serving Spanish-speaking clients can work in Spanish or English within the same software, making TaxWise one of the few professional platforms with a dedicated bilingual form set.
Try TaxWise(R) before you buy
Request a free demo copy by mail and test the software in your own Windows environment before committing to a package. Or review the pricing above and order directly through ATP with a payment plan that fits your budget.