Any Site, Any Device

Preparers at a community filing site or a home office reach the same TaxWise environment either way.

No More Passed-Around Files

Preparers and reviewers work the same return at once instead of trading a file back and forth.

Skip the Office Server Entirely

No hardware to buy, patch, or replace between filing seasons.

Your Data Survives a Bad Laptop

A crashed or stolen device at a filing site never puts client data at risk.

Scale Up for Peak Filing Weeks

Bring on temporary preparers for the busiest stretch, then scale back down after.

Nothing to Relearn

TaxWise runs exactly as your staff already knows it, just reached from a different screen.

The software doesn’t change. What changes is that a crashed office PC no longer means a lost afternoon during filing season — TaxWise keeps running on the hosted server regardless.

Data encrypted in transit and at rest

Multi-factor authentication on every login

Point-in-time recovery, always current

Independently audited security controls

Information security management (facility level)

Payment data handling standards (facility level)

What examiners actually check

Where this usually breaks down

Most small and mid-size firms don’t fail an audit because they’re careless — they fail because TaxWise runs on a front-desk PC or an aging in-office server with no documentation trail. There’s no audit log, no written encryption standard, and no answer to “who else has access to this machine.” None of that is a software problem; it’s an infrastructure problem.

Hosting doesn’t replace your WISP — you still need one — but it gives you something concrete to reference in it. A SOC 2 Type 2 report, which Cloud Innovics holds directly, is documentation you can hand to an examiner or a client, instead of trying to describe the security posture of a physical office PC after the fact. Our infrastructure also runs in data-center facilities that maintain further certifications, such as ISO 27001.

A concrete example: an examiner reviewing your WISP might ask who has admin access to the machine storing client returns, and when that access list was last reviewed. On a hosted environment, that’s a logged, auditable answer in one sentence. On a shared office PC, it usually isn’t an answer at all — it’s a guess.

Secure server locations, close to you

Our data centres sit in low-risk zones shielded from natural disasters, with enterprise power, cooling, and network redundancy — positioned to keep latency low no matter where your team logs in from.

A Real Person, Even in AprilSupport that’s staffed for filing season, not just business hours.

Test Drive Your Actual WorkflowRun real returns through the hosted setup during your free trial.

Simple Per-User PricingOne monthly rate, no setup charges tacked on later.

We Handle the MoveClient data and settings transfer over without interrupting an active site.

Consistent Performance, Every SiteMultiple office or franchise locations all run from the same reliable environment.

Everything Your Firm Runs, One PlaceTaxWise alongside QuickBooks, Drake, Lacerte, ProSeries, and ATX.

“We run a high volume of returns through TaxWise every season, and hosting means our seasonal preparers can log in from day one without us configuring a single new machine.”

“Our site serves a lot of walk-in clients across two locations. Having one hosted TaxWise environment instead of two separate offices worth of computers has made scheduling so much easier.”

“Simple, reliable, and the support team actually answers the phone in March.”