UpTax Wise
The Tax Preparation Solution of Choice for High-Volume,
Quick-Service Tax Offices for over 30 Years
If your tax office or franchise handles a high volume of returns, UpTax-Wise is your solution. Available as a desktop install or a cloud-based online solution, UpTax-Wise professional tax preparation software streamlines e-filing, fee collection, and managing your clients' digital documents.- Comprehensive, integrated settlement solutions including the exclusive 3Fund® product
- Time-savings and error diagnostic tools built into an interview-style interface allows tax returns to be processed faster, and with greater accuracy
- Diversify your staff and clientele with UpTax-Wise's Spanish-language features, forms, and schedules, as well as bilingual product support
Easily Find & Correct
E-filing Errors
Ensure the accuracy of your returns and reduce IRS rejections. UpTax-Wise 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 filed, AGI, tax, refund or balance due.
• 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 filed, AGI, tax, refund or balance due.
Analyze Client Returns to
Maximize Refunds
UpTax-Wise has powerful features ideal for your busy office to help maximize efficiency - helping you retain current customers and bring in new business:
• Test a variety of tax scenarios for your clients with the "What If?" mode
• Save test scenarios for future reference or replace data in the current return with the new information
• Advise your clients on who can accelerate and delay income, deductions or capital expenditures with planning and advisory tools
• Test a variety of tax scenarios for your clients with the "What If?" mode
• Save test scenarios for future reference or replace data in the current return with the new information
• Advise your clients on who can accelerate and delay income, deductions or capital expenditures with planning and advisory tools
Bilingual (English-Spanish)
Forms & Features
Expand your staff and clientele to the Hispanic market with UpTax-Wise's comprehensive Spanish-language features and services in the industry.
UpTax-Wise offers over 60 forms and schedules in Spanish - on-screen and in print for your clients. Bilingual support is also available to ensure that you and your team can always get the help you need.>
UpTax-Wise offers over 60 forms and schedules in Spanish - on-screen and in print for your clients. Bilingual support is also available to ensure that you and your team can always get the help you need.>
UpTax-Wise ProFiling Package™
Designed for the tax professional who
- Prepares federal and state individual returns
- Prepares returns in single or multiple states
- Needs a professional tax software that will grow with their business
- Needs to provide their clients' refunds quickly and securely
- Serves both Spanish and English
- Depends on unlimited U.S.-based award-winning phone and chat customer support
- Needs industry leading tax research and education options
UpTax-Wise Power Package™
Designed for the full-time tax professional who
- Prepares federal and state individual returns
- Completes federal and state business and specialty returns
- Manages multiple offices in their business
- Serves both Spanish and English
- Needs to provide their clients' refund quickly and securely
- Needs a professional tax software that will grow with their business
- Depends on unlimited U.S.-based award-winning phone and chat customer support
- Needs industry leading tax research and education options
UpTax-Wise Online
The premier online professional tax preparation software for your federal and state individual returns. With UpTax-Wise Online, you can quickly prepare returns with powerful form templates and shortcuts and offer settlement solutions to your clients anywhere you have an internet connection.
Package Includes
- NEW! Document capture and unlimited storage with Vault
- All federal 1040 forms and schedules
- All states with a filing requirement
- Over 60 bilingual forms that easily flip between Spanish and English
- Fully integrated access to the most popular banks and settlement solutions*
- Electronic filing of federal and state returns