TaxWise Tax Preparation Software: 2026 Packages and Pricing

America's Tax Professionals (ATP) is an authorized CCH TaxWise reseller. We have sold and supported TaxWise packages for professional preparers since 2001.

Since 2001

CCH TaxWise

Authorized Reseller

IRS Authorized E-File

All 50 States

The table below shows current 2026 pricing for each TaxWise package. If you have questions before purchasing, call 224-388-1774. If you already know which package you need, the purchase link is in each column.

2026 TaxWise Package Comparison

Compare the three packages below. All packages are purchased through ATP as an authorized reseller.

TaxWise All States

For preparers who handle multi-state individual returns.

Contact us
for current 2026 All States pricing
  • Federal 1040 and associated schedules
  • All 50 state returns for individual filers
  • IRS e-file transmission through ATP's authorized system
  • Bank product integrations available through TaxWise
  • ATP customer support: 224-388-1774
  • Business entity returns not included (require the Business package)
TaxWise Business

For preparers who handle both individual and business entity returns.

Contact us
for current 2026 Business pricing
  • Federal 1040 and associated schedules
  • All 50 state returns for individual filers
  • Business entity returns: contact us for details on business return coverage
  • IRS e-file transmission through ATP's authorized system
  • Bank product integrations available through TaxWise
  • ATP customer support: 224-388-1774

All pricing is for the 2026 filing season. Individual 1040 price of $675 confirmed. Contact us at 224-388-1774 for current 2026 package pricing. All packages include IRS e-file transmission through ATP's authorized system.

TaxWise Online: Powered by Expert AI

TaxWise Online includes a suite of AI features launched by Wolters Kluwer in November 2025, included with your subscription.

Automated Tax Document Extraction

W-2, 1099, and other documents are auto-read and fields pre-filled, reducing manual data entry.

AI-Powered ID Scanning

Scans driver's licenses and Social Security cards to populate taxpayer info automatically.

CCH AnswerConnect In-App Search

Professional tax guidance (CCH AnswerConnect) built directly into TaxWise Online. No separate subscription or browser tab needed.

Visual Line Guide

An on-screen orientation and error-prevention tool that reduces data entry mistakes.

Referral Sharing

ERO-specific referral links with discount tracking, built into the software.

Mobile Taxpayer Interview

AI-assisted client intake reduces the typical 30 to 60 minute interview to 5 to 15 minutes.

Why Buy TaxWise Through ATP Instead of Direct?

Authorized resellers like ATP can offer TaxWise at a fraction of the direct price. You get dedicated support, IRS-authorized transmission, and bank product access under one relationship.

Factor Direct from CCH Wolters Kluwer Through ATP
Annual cost $1,700 to $3,800+ From $675
E-file transmission Through CCH's channel Through ATP's IRS-authorized channel (transmitter since 2001)
Transmitter authorization CCH vendor authorization ATP: 25 years (since 2001)
All-state coverage By state module All 50 states under one relationship
Support model Corporate call center Direct access to ATP specialists
Bank products Not offered Available through ATP partners

ATP is not just a software reseller: we are an IRS-authorized e-file transmitter. That dual role means two critical needs (software and compliance-grade transmission) are covered under one relationship. You buy TaxWise from an experienced partner, not a commodity vendor. We have 25 years of direct experience supporting professional preparers through every filing season.

How to Purchase

Questions before you buy? Call 224-388-1774. We are available Monday-Friday, 9 a.m. to 5 p.m. Central Time.

Select your package

Choose the package above that matches your practice type and return mix.

Complete the order

Click the purchase link to reach the order form. Complete it with your EFIN and business information.

Receive your license key

ATP processes your order and delivers your license key.

Download the software

Access the Customer Downloads page with your license key to download and install TaxWise.

Need help?

Call 224-388-1774 before, during, or after your purchase. ATP provides direct support for all packages sold through our office.

Integrated Bank Products

TaxWise includes bank product integrations for refund advance and taxpayer payment options. Bank product integrations available through TaxWise. Contact us to confirm current availability.

Important disclosure Bank product terms, approval decisions, and fees are set by the offering bank, not by ATP or TaxWise. Contact the bank directly for current terms and disclosure information.

Try TaxWise Before You Buy

Contact us to request a demo of TaxWise software.

Request a Demo

Demo includes:

  • Full TaxWise interface
  • Sample return workflow
  • Form navigation and entry
  • No filing capability (evaluation only)
  • No EFIN required for demo

Pre-Purchase and Post-Purchase Support

ATP provides direct support for all TaxWise packages sold through our office.

Pre-Purchase

Call 224-388-1774 to discuss which package is right for your practice volume and return mix.

Post-Purchase

Download access and installation support are available through the Customer Downloads page.

Support hours ATP support is available Monday-Friday, 9 a.m. to 5 p.m. Central Time. ATP support covers the purchase and licensing process. Technical support for return preparation questions is provided by Wolters Kluwer directly.

Common Questions

Is ATP an authorized reseller of CCH TaxWise?

Yes. ATP is an authorized CCH TaxWise reseller under a current reseller agreement with Wolters Kluwer. We have sold and supported TaxWise since 2001.

Does the software include IRS e-file transmission?

All TaxWise packages sold through ATP include IRS e-file transmission through ATP's authorized transmission system. ATP is an IRS-authorized e-file transmitter for federal and state returns in all 50 states.

What is the difference between Individual 1040 and All States?

The Individual 1040 package covers federal returns. Contact us for details on included state return coverage. The All States package covers all 50 state individual returns in addition to federal. If you prepare returns for clients in multiple states, All States is the appropriate package. Call 224-388-1774 to confirm which states are included in each package at the current licensing level.

Do I need to buy TaxWise to use ATP's e-file transmission service?

No. ATP offers standalone e-file transmission services for preparers who already have tax preparation software but need an IRS-authorized transmission path. See the E-File Services page for details.

How do I access software after purchase?

After purchase, ATP delivers your license key. Use it to access the Customer Downloads page, where the current TaxWise version is available for download and installation.

Are bank product integrations included?

Bank product integrations are available through TaxWise in all packages. Contact us to confirm current availability. Terms, approval decisions, and fees are set by the offering bank, not by ATP or TaxWise. Contact the bank directly for current terms.

Is a free demo available?

Yes. Contact us at 224-388-1774 or use the contact form to request a TaxWise demo.

Ready to Purchase or Have Questions?

Call us before you buy. We will confirm current pricing and help you choose the right package for your practice volume and return mix.