Wise Wealth Pro

Wise Wealth Pro: Professional Tax Software Package

Transform your tax office operations with the Wise Wealth Pro Professional Tax Software Package, designed to simplify tax preparation, enhance productivity, and deliver superior client satisfaction. With a FREE INVESTMENT (1-year agreement required), this cloud-based solution is packed with features to meet the needs of tax professionals.

What’s Included in Our Software:

✔️ Unlimited 1040 Program – Handle unlimited individual tax returns with ease.

✔️ Comprehensive Bank Product Solutions – Seamlessly integrate refund advances and payment options.

✔️ Cloud-Based Tax Software – Access your tax tools from anywhere with secure, real-time updates.

✔️ Unlimited E-Filing – File taxes electronically without limits.

✔️ All States Included – Prepare returns for every state.

✔️ Multiple User Access – Enable team collaboration with multi-user functionality.

✔️ Exclusive Mobile App – Offer convenience with an app tailored for your clients.

✔️ Digital Signature Compatible – Streamline approvals with electronic signatures.

✔️ Paperless Office Features – Reduce clutter and improve efficiency with digital solutions.

✔️ Client Portal – Provide clients with secure access to their documents and tax updates.

✔️ Available in Spanish – Expand your reach to Spanish-speaking clients.

✔️ Compatible with Mac & Windows – Flexible compatibility to fit your office setup.

✔️ Corporate Business Returns – Handle complex corporate filings (call for details).

✔️ % Split Fees for PTINS - 85/15 Available (90/10 available for 200 funded returns)

✔️ 100% Prep Fees for EROs – Maximize your revenue potential.