TaxWise

What TaxWise does

TaxWise is a privately held U.S. software company founded in 1986 and headquartered in Kennesaw, Georgia. According to its firmographic profile, the company offers convenient and cost-effective solutions targeted at tax professionals, positioning it within the professional tax preparation software segment. The company employs between 251 and 500 people, indicating a mid-sized operation that has sustained continuous activity for nearly four decades.

The underlying product, technology stack, and pricing mechanics are not detailed in the available source material. No information was provided on core platform architecture, proprietary features, integrations, or product roadmap. Revenue model details (subscription vs. perpetual license vs. per-return pricing), go-to-market approach, and customer segmentation between solo practitioners, small CPA firms, and larger tax practices are likewise absent. The structured input explicitly notes that no pricing information is publicly disclosed, and several enrichment sources returned empty data sets or error pages rather than substantive product or corporate content.

Ownership and corporate structure are also unclear from the input. One source notes that a URL referenced during data collection points to a Wolters Kluwer / CCH community infrastructure, which suggests a possible parent-subsidiary relationship, but no explicit ownership confirmation is stated in the supplied material. As a result, this analysis treats TaxWise as a standalone private entity based on the explicit firmographic fields, while flagging the ownership question as an unresolved data gap that materially affects any investment thesis.

Name

TaxWise

Website

https://taxwise.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

251–500 employees

Short description

TaxWise is a privately held U.S. software company founded in 1986, headquartered in Kennesaw, Georgia, providing tax preparation software solutions for tax professionals.

Ownership category

akta.pro rank

Product category

Tax Preparation Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Professional tax software
• Tax preparation software
• Tax compliance software
• Tax return software
• Tax practice software

Headquarters

HQ city

Kennesaw

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Core offering

TaxWise develops and sells convenient and cost-effective tax preparation software solutions aimed at tax professionals. The software supports professional tax preparers in preparing and processing tax returns for their clients. The company has offered this product line continuously since its founding in 1986.

Differentiator

Problem solved

Functional benefit

Products and services

• TaxWise Professional Tax Software Convenient and cost-effective tax preparation software solution designed for tax professionals to prepare and process tax returns for their clients. Sold to practicing tax preparers, accounting firms, and tax preparation businesses.

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Drake Software: Drake Software provides tax preparation software specifically designed for tax professionals and accounting firms. It is one of the closest direct competitors to TaxWise in the professional tax software segment, serving similar B2B customers with comparable form coverage and workflow tools.
• Intuit ProSeries: Intuit ProSeries is a professional tax software used by CPAs and tax preparers for client tax returns. It directly competes with TaxWise in the same product category and customer segment, offering similar professional-grade federal and state tax preparation capabilities.
• Intuit Lacerte: Lacerte is Intuit's high-end professional tax software targeting larger accounting practices. It competes with TaxWise for the same professional tax preparer customer base, with overlapping product functionality and similar deployment model.
• CCH ProSystem fx Tax: CCH ProSystem fx Tax is Wolters Kluwer's flagship professional tax software, directly serving the same tax professional segment as TaxWise. Given the URL-based affiliation signals between TaxWise and Wolters Kluwer CCH, this is also a likely internal sibling product within the same corporate family.
• ATX (Wolters Kluwer): ATX is a tax preparation software from Wolters Kluwer's CCH division targeting tax professionals and small firms. It directly competes with TaxWise in the same B2B professional tax segment and may share corporate parentage with TaxWise.
• Thomson Reuters UltraTax CS: UltraTax CS is Thomson Reuters' professional tax preparation software for accounting firms and tax practitioners. It directly competes with TaxWise for the same professional tax preparer customers with comparable federal, state, and local tax form coverage.
• Intuit ProConnect Tax Online: ProConnect Tax Online is Intuit's cloud-based professional tax software. It directly competes with TaxWise but represents a cloud-native delivery model that highlights TaxWise's potential modernization gap.
• TaxAct Professional: TaxAct Professional offers professional-grade tax preparation software for enrolled agents, CPAs, and tax preparers. It targets the same B2B segment as TaxWise with overlapping professional form coverage and pricing models.

Broad incumbents

• H&R Block Premium & Business: H&R Block is a large, broad tax services company with a business division serving small businesses and self-employed filers. While its primary brand is consumer-focused, its business offerings partially overlap TaxWise's small-firm customer segment.

Emerging players

• Sage Tax Software: Sage Tax Software targets accountants and small accounting practices with tax preparation capabilities. While Sage is a broader accounting software incumbent, its tax modules offer partial functional overlap with TaxWise's professional customer base.

Market position

Strengths4 records

Weaknesses1 record

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/cchsfs
• LinkedInlinkedin.com/company/wise-tax-service

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TaxWise