Everything a tax office needs to run a season in one platform, at one flat fee.
Some preparers want a phone call. Some want to search a video at 11 p.m. Some want to post a question and hear how ten other offices handle it. Unity's support isn't one channel you're forced into — it's a set of them, built around how independent offices actually work, and it runs all year, not just January through April.
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Most platforms sell you the software, then charge again for the rest.
Unlimited e-signatures
Across professional platforms, e-signature is metered — typically ~$5 per return. At 600 returns that's roughly $3,000 a season, gone. With Unity it's unlimited and included, whatever your volume.
The mobile app
Clients start their return from their phone — documents and basics flow straight into the return. A paid add-on elsewhere. Included here.
Onboarding, done by us
Not outsourced, not an upsell. Unity's own team converts your prior-year data, sets you up, and trains your staff — usually within a day.
Everything below is included in the flat $20.
Tax preparation
- Federal & state 1040 returns — every state, current and prior years
- Business returns when you need them
- Cloud-based platform — nothing to install, network, or maintain
- Cloud and desktop, unlimited users
- Interview mode and direct forms entry
- "What-if" scenario testing
- Live refund monitor and diagnostics
The client experience
- Free mobile app — start on a phone
- Secure document upload into the return
- Unlimited e-signature
- Client portal with year-round storage
Bilingual, start to finish
- 60+ forms and schedules in Spanish
- On-screen forms and diagnostics in Spanish
- Prepare in English, print in Spanish — or the reverse. Unique in the category.
- Bilingual first-line support for software and banking
Smart tooling
- Built-in tax research library
- Live webinars — practice growth, tax-law updates, and software training
- Automated document capture — scan a W-2, data flows in
The banking
- Republic Bank refund transfers — no fee from the refund
- Direct deposit, check, or card
- Advances for clients who need money sooner
The support
- Onboarding often within 24 hours, one-on-one with a Unity specialist
- Free data conversion from your current software
- Unlimited year-round support with a bilingual first line
- Personal and group training, live webinars, on-demand library
Powerful Software.
Proven Results.
TaxWise Online gives tax professionals everything they need in one powerful, easy-to-use platform. With secure cloud-based access, you can prepare returns anytime, anywhere, while keeping client data protected. Built for speed, accuracy, and efficiency, TaxWise Online simplifies the entire tax preparation process with intuitive tools, built-in error checks, and seamless bank product integration. Backed by trusted support and continuous innovation, it’s the smart choice for growing your tax business.
Taxwise Online Advantages
- Work anytime, anywhere with secure online access to your returns.
- Reduce errors with automatic diagnostics and compliance tools.
- Offer clients more options with built-in financial products.
- Collect signatures and organize files digitally with ease.
- Get help when you need it with expert training and customer service.
Additional Features:
- Mobile App Included
- Real Time Updates
- Customizable Reports
- Forms & Interview Flexibility
- Paperless Workflow
Switching is the easy part
Worried about the hassle of changing software? Don't be. Unity's team converts your prior-year data, sets you up, and trains you and your staff — usually within 24 hours, and we do it with you every step.
One model, one fee.
Unity makes its money one way — the flat $20 per accepted return. There's no license to upsell, no per-signature meter, no mobile add-on, no separate onboarding fee, because the whole model is built on the one flat fee instead of the stack. Same caliber of software the big names run. None of the pieces sold back to you one at a time.
Built for offices filing 75+ returns a season.