TaxWise (Wolters Kluwer)
What is TaxWise (Wolters Kluwer)?
TaxWise is Wolters Kluwer's tax preparation software for tax offices. TaxWise with Expert AI organizes client documents, extracts and maps tax-relevant data into the return, flags potential issues and creates a review-ready draft return for the preparer to check and approve.
Who it's for
Tax offices and tax preparers, from new offices to established, higher-volume businesses. Packages are priced by return volume for a single office.
Key features
- Agentic tax preparation from uploaded client documents to a review-ready draft return
- Automatic classification and organization of taxpayer documents
- Extraction of tax-relevant data and population of return fields
- Diagnostics and validation messages translated into plain language
- Natural-language tax questions answered with integrated CCH research (CCH AnswerConnect)
- Electronic signatures, with a $5 fee per envelope sent
- Refund transfer and other fee-payment options for clients
- More than 60 tax forms and schedules in Spanish, with bilingual support
Recent updates
- : Wolters Kluwer launched agentic tax preparation in TaxWise, powered by Expert AI: it ingests taxpayer documents, classifies them, extracts data, populates return fields and creates a review-ready draft return, with the preparer reviewing and approving every return before filing. [2]
Pricing
TaxWise 100 with Expert AI $1,849, TaxWise 400 $3,899 and TaxWise UltraPro $4,249, each for unlimited users (single office); TaxWise Limited $429 annual license plus $39 per 1040 and $61 per business return; $6 automation fee per 1040 and a one-time $83 processing fee (from the vendor's public pages, October 2026; confirm with the vendor)
- Category
- Income Tax
- Website
- www.wolterskluwer.com/en/solutions/taxwise
Frequently asked questions
What is TaxWise (Wolters Kluwer)?
TaxWise is Wolters Kluwer's tax preparation software for tax offices. TaxWise with Expert AI organizes client documents, extracts and maps tax-relevant data into the return, flags potential issues and creates a review-ready draft return for the preparer to check and approve.
Who is TaxWise (Wolters Kluwer) for?
TaxWise (Wolters Kluwer) is for tax offices and tax preparers, from new offices to established, higher-volume businesses. Packages are priced by return volume for a single office.
How much does TaxWise (Wolters Kluwer) cost?
TaxWise (Wolters Kluwer) pricing, per its public pages: TaxWise 100 with Expert AI $1,849, TaxWise 400 $3,899 and TaxWise UltraPro $4,249, each for unlimited users (single office); TaxWise Limited $429 annual license plus $39 per 1040 and $61 per business return; $6 automation fee per 1040 and a one-time $83 processing fee. Confirm current pricing with the vendor.
Sources
- https://www.wolterskluwer.com/en/solutions/taxwise
- https://www.wolterskluwer.com/en/news/wolters-kluwer-launches-agentic-tax-preparation-in-taxwise
Last checked: 2026-10-19