4784 Commercial Blvd Tamarac, FL 33319

PROTAXLINK-TW

Ensure the accuracy of your returns and reduce IRS rejections.

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PROTAX-TW diagnostics tools allow you to:

  • Identify possible inconsistencies in tax information
  • Quickly check your work with a list of overridden entries
  • Navigate e-filing errors with links to the specific form that needs correction
  • Easily review a summary of the return, which includes forms to be files, AGI, tax, refund or balance due.

Maximize Client Refunds

  • Test a variety of tax scenarios for your clients with the “What if?” mode.
  • Save test scenarios for future reference.
  • Navigate e-filing errors with links to the specific form that needs correction
  • Advise your clients on deductions or capital expenditures with planning and advisory tools

Bilingual Accessibility

  • Diversify your staff and clientele with TaxWise’s comprehensive Spanish features.
  • Leverage over 60 forms and schedules in Spanish, on-screen and in print.
  • Get bilingual product support to ensure your team always has the help it needs

Tax Prep Assistance When &

Where You Need It

Take advantage of the context-sensitive help pane, found at the bottom of an open form, which provides you with field-level help on many of the common forms.

As you move through the form, the instructions change to provide you with detailed on-screen instructions relevant to the work you're completing.

All the Solutions You Need to Guarantee A Successful Season

We deliver the best innovative software in the industry. We provide the #1 software, designed for Tax Professionals like you, who are looking for speed, accuracy, dependability, ease of use, paperless office, and control regardless of volume.

Interview-Style Interface

  • Process returns quickly and easily for beginners and experts alike.
  • Save time with error diagnostic tools built into the interface.
  • Navigate e-filing errors with links to forms needing correction.

CCH iFirm Client Portal

Simplify document management with a smarter way to securely organize and share documents within your office and with your clients:

  • Eliminate unsecure e-mails
  • Reduce print costs.

Tax Research

Get comprehensive coverage and authoritative reports on tax legislation with Wolters Kluwer books and publications – a trusted leader in tax research.

W2/1099

Complete and e-File all your federal payroll returns quickly and easily.

W-2/1099 provides:

  • Easy import from Client Accounting Suite, QuickBooks®, and Peachtree®
  • Familiar form-based interface
  • Year-to-year rollover feature for one-and-done data entry

e-Signature

Capture client signatures digitally for IRS within the TaxWise Online software.

E-Signature allows you to easily and securely take advantage of the cost-effective convenience of e signatures for tax forms.

Enhance Client Relationships

Deliver services your clients want and expect. Strengthen your reputation as a client-focused, technology-savvy business by offering e-signature options to your clients.

Introducing Vault

  • Capture and upload unlimited documents, with inexpensive camera hardware.
  • Associate and integrate uploaded documentation to their respective returns.
  • Quickly locate and retrieve the information you need for each return.
  • Export returns with their supporting documentation, to give you the complete picture.

NEED ANY HELP AT YOUR TAX SOLUTION?

Integrated banks

ProTaxLink Works is fully integrated with the following banks offering refund settlement products.