With the automated tax forms and schedules, information entered via either the Main Information Sheet or the interview forms, is automatically defined and populated within the required forms and schedules. TaxWise also has a feature called "Get the Red Out," which automatically highlights in red where additional information is required across the fields within each form.
The company has improved functionality in the Return List feature, which it says enables tax professionals to more quickly organize clients' returns. There is also a new e-signature and document sharing feature for eligible packages and a new identity-theft resolution service added to Protection Plus, which no longer requires enrollment by tax professionals in order to offer it to clients.
In addition, there are additional bank products from Refund Advantage and Republic Bank & Trust Co.; Chrome browser support for template management; a new user role for limiting access to return printing; and enhanced management of active and inactive users.