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Paid plans start at $35.75/mo.
TaxWise starts at $35.75 per office per month, but that is an annual package price shown as a monthly equivalent—not a published monthly rate. The Limited Package includes no returns; individual Form 1040 returns cost $39 each and business returns $61. TaxWise 100 costs $154.08 per office/month for 100 individual returns, while TaxWise 400 costs $324.92 for 400 mixed returns. UltraPro is $354.08, but its specifications cap returns at 2,500. Budget for fees beyond the package price.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| TaxWise Limited Package | $35.75 | — | Single-office firms paying per return |
| TaxWise 100 Package | $154.08 | — | Firms filing up to 100 individual returns |
| TaxWise 400 Package | $324.92 | — | Firms filing up to 400 mixed returns |
| TaxWise UltraPro Package | $354.08 | — | Firms filing high return volumes |
Add-ons and overages
- $83 one-time processing fee
- E-signature envelopes: $5 each; TaxWise Online documentation also lists $3.99
- TaxWise Mobile: $589
- TaxWise Online Expert Services Bundle: $379
- Expert Services Conversion Only: $262
- Expert Services Setup and Configuration Only: $131
- TaxWise Return Retrieval: $178
- Individual automation fee: $6 per 1040 return
- PayLater fee collection (Pathward): $15 per return
- Prior-year individual and business e-file fees: $5.50–$6 per return
02What the plan grid doesn't tell you
Processing fee
The listed $83 processing fee is one-time, on top of the package price.
Per-return charges
Limited charges $39 per individual return and $61 per business return. TaxWise 100 charges $35 per additional individual return; its extra business rate is not published.
Add-on and e-file fees
TaxWise Mobile is $589; Expert Services options are $131–$379. Prior-year e-file fees are $5.50–$6 per return.
Return and signature limits
UltraPro specifications cap returns at 2,500, then charge $2 per return. E-signature envelopes are listed at $5, while TaxWise Online documentation lists $3.99.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Single-office, pay-per-return firms | TaxWise Limited Package | At $35.75 per office/month as an annual equivalent, it has no bundled returns; compare its per-return fees with your filing volume. |
| Firms filing up to 100 individual returns | TaxWise 100 Package | It includes 100 individual returns for $154.08 per office/month as an annual equivalent; business returns are billed separately. |
| Firms filing up to 400 mixed returns | TaxWise 400 Package | It includes 400 federal and state returns in any individual/business mix for $324.92 per office/month as an annual equivalent. |
04Is TaxWise worth the money?
TaxWise is worth pricing for a small or mid-size tax office, especially if its return mix fits the 100- or 400-return packages. The headline monthly figures are annual-price equivalents, and the Limited Package starts with no returns included. UltraPro’s unlimited label needs scrutiny: its specifications cap returns at 2,500 and list a $2 charge beyond that. We can’t make a defensible price-versus-category ranking from the published pricing information; calculate your expected return and add-on costs before switching.
TaxWise pricing FAQ
What is TaxWise Online?
TaxWise is professional tax preparation and e-filing software from Wolters Kluwer. The product information describes a browser-based service as well as a Windows desktop application. Its virtual-office tools include TaxWise Mobile, a Client Portal, Online Vault storage and eSignature.
How much is tax consulting?
TaxWise’s listed prices are for tax preparation software packages and related fees, not consulting services. The published pricing information does not publish a tax consulting rate, so we can’t give a reliable consulting cost.
How much does H&R Block charge for a tax return?
The published pricing information covers TaxWise, not H&R Block, and does not state H&R Block’s return prices. We can’t make a current price comparison from these figures. TaxWise’s own per-return rates include $39 for an individual return on the Limited Package.
What cloud-based tax preparation software options are available?
The product information says TaxWise is available as a browser-based service and a Windows desktop application. It does not provide pricing or feature details for other cloud-based tax preparation products, so we can’t compare alternatives here.