What's new for TaxWise Online 2020

The new changes in TaxWise Online, listed in this section, are designed to help you improve the speed and accuracy with which you deliver your final product to the customer.

Conversations

TaxWise Online has added the Conversations tab for users who have the Mobile app. The Conversations tab allows an office to see messages sent within the Mobile chat feature.

Notifications

TaxWise Online has added alerts that notify you when documents have been uploaded and when eFiles have been rejected.

Co-Brand Mobile App

TaxWise Online has added more options to customize the mobile app to fit the needs of your office.

Batch eFile

TaxWise Online now allows you to select multiple eFiles as a batch that can be electronically files at one time instead of individually.

Batch Print

TaxWise Online now allows you to select multiple files to print at one time instead of printing individually.

Print Multiple Forms

TaxWise Online now allows you to print multiple forms at once instead of printing them individually.

Mobile Enhancements

TaxWise Online has added numerous enhancements to the Mobile application to increase efficiency and productivity in your office.

Audit Log Additions

TaxWise Online has added events to the Audit Log so that the office administrator has more visibility for actions taken by the preparers.

Bank Information on Return Summary

TaxWise Online has added bank information that displays on the Return Summary for returns containing a bank product.