Access TaxWise from anywhere, anytime.
A remote Windows desktop, provisioned for volume — TaxWise stays fast and available even when every seat is filled during peak filing weeks.
Same TaxWise. No local server.
TaxWise built its reputation on affordability and speed for high-volume, EA-run practices and community tax sites — but like most desktop tax software, it was designed for one Windows machine. Hosting doesn’t change TaxWise itself — it swaps the physical machine underneath it for a managed server your whole team can reach, whether they’re at the office, a filing site, or home.
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 TaxWise your staff knows, minus the office hardware
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.
Security you can show clients
Tax data is the most sensitive information your firm handles — Social Security numbers, income records, bank details. Our TaxWise environment is built around IRS Publication 4557 and FTC Safeguards Rule–conscious practices, giving you documentation for your own compliance obligations. When a client asks how their data is protected, “hosted with SOC 2–aligned controls” is a very different answer than “on the front-desk PC.”
Data encrypted in transit and at rest
Multi-factor authentication on every login
Point-in-time recovery, always current
Data centre infrastructure controls
Information security management
Payment data handling standards
Uptime SLA — your team isn’t locked out during peak filing weeks.
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.
TaxWise hosting plans for every firm size
One flat monthly rate per user — nothing extra tacked on at setup or renewal.
2 Users
2 Apps Included
6GB RAM · 10GB SSD
99.99% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
Popular
5 Users
3 Apps Included
8GB RAM · 30GB SSD
99.99% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
12 Users
4 Apps Included
10GB RAM · 40GB SSD
99.99% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
Need a custom setup? Get a tailored quote for your firm’s user count and storage needs.
One hosting partner, every location covered
TaxWise shares a hosting environment with QuickBooks, Drake, Lacerte, ProSeries, and ATX — one provider for every application your firm and its clients rely on.
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.
Trusted by firms who can’t afford downtime
“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.”
Frequently asked questions about TaxWise hosting
Is TaxWise hosting secure enough for client tax data?+
Can multiple preparers work in TaxWise at the same time?+
Does hosting support bilingual English/Spanish forms?+
Will TaxWise look or work differently once hosted?+
Can I access hosted TaxWise from a Mac or tablet?+
What is the uptime guarantee during tax season?+
How is pricing structured for TaxWise hosting?+
What support is available if something goes wrong?+
Ready to host TaxWise in the cloud?
Start a free trial today, or talk to our team about migrating your existing setup before your next filing deadline.