Tax Wise

Products / Tax Wise

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TaxWise Professional, offered by TMB Tax Bureau, is a top-tier tax software designed specifically for tax professionals who need a comprehensive, reliable, and efficient tool to manage their practice. TaxWise Professional sets itself apart from the competition by offering exclusive features, robust support, and an intuitive interface, making it the preferred choice for professionals looking to elevate their service.

Comprehensive Coverage:

TaxWise Professional supports an extensive range of tax forms, including individual, business, corporate, and specialty returns. This allows you to serve a broad and diverse client base, providing seamless service across various tax needs.

Secure & Streamlined E-filing:

TaxWise offers secure federal and state e-filing, ensuring that your clients' sensitive information is protected while delivering fast, accurate submissions. The software’s streamlined e-filing process helps reduce errors and speeds up your workflow, giving you more time to focus on your clients.

Effortless Integrations:

Integrating easily with popular accounting platforms, TaxWise Professional allows quick importing of financial data, significantly speeding up the tax preparation process. This smooth integration ensures accuracy and efficiency, minimizing manual entry errors and saving valuable time.

Customizable Interface for Maximum Efficiency:

TaxWise features a user-friendly and customizable interface, allowing you to tailor it to your specific workflow. With this flexibility, you can enhance productivity, streamline operations, and deliver faster, more efficient service to your clients.

Built-in Compliance & Due Diligence:

TaxWise includes comprehensive compliance tools and automated due diligence processes, ensuring accuracy in all your returns. The software keeps you updated with the latest tax law changes and helps ensure you are always compliant, safeguarding your practice from potential issues.

Continuous Education & Support:

At TMB Tax Bureau, we go beyond just providing software—we’re committed to your ongoing success. Our tax pros benefit from regular updates, top-notch customer service, and educational resources that help you stay ahead of the curve. You also gain access to our community, where weekly ERO meetings offer insights, tips, and support from peers and experts.

Scalable for Your Practice's Growth:

Whether you're running a solo operation or managing multiple locations, TaxWise Professional grows with you. It’s designed to meet your evolving business needs with flexible pricing, allowing you to scale your practice effortlessly as your client base expands.

Expert Support Whenever You Need It:

Our tax professionals have access to 24/7 support from the TMB Tax Bureau team. Whether you need technical assistance or guidance on tax law, our team is here to ensure you have the support you need to run your practice smoothly.

The TMB Tax Bureau Advantage:

Choosing TaxWise Professional through TMB Tax Bureau means you’re not just getting software—you’re gaining a partner dedicated to your growth and success. With our industry expertise, personalized support, and continuous improvement initiatives, we help you take your tax practice to the next level.

In Summary:

TaxWise Professional from TMB Tax Bureau is more than just software—it’s a comprehensive, secure, and scalable solution designed to empower tax professionals to deliver exceptional service. Backed by expert support, robust features, and our commitment to your success, TaxWise Professional is the ultimate tool for tax professionals looking to grow their practice and serve their clients with confidence.

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Document Manager

Scan and upload essential client documents, creating an electronic file for each client.

Taxpayer Portal

Secure site for clients to view/print tax forms, remotely sign forms, upload documents, and communicate in real-time with the preparer.

e-Signature

Easy and efficient way for taxpayers to sign tax forms remotely, without a sign pad.

K-1 Import

Quickly import K-1 information to individual tax returns, reducing manual data entry errors.

Quick Estimator

Estimate tax returns quickly and start the tax return from the estimator data.

Corporate Forms Online

Forms 1065 and 1120S are now available online, making it easier and faster for tax professionals to file business returns seamlessly.

Multi-User Manager

Add additional users with unique accounts and specific privileges, enhancing office security and customization.

Reports

Over 50 standard reports to run the office effectively, customizable for specific needs.

TMB TAX BUREAU ---- --

TMB: Pioneering the Digital Landscape with Ingenious and Reliable Software Solutions. Enhance operational efficiency, optimize user engagement, and manage digital transformation effortlessly.

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2100 N Eastern Avenue

Moore, Oklahoma, United States, 73160

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