TaxWise
Accounting Technology, October, 2007 by Alexandra DeFelice
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TaxWise wants to be the go-to software for retail tax preparation firms.
The company actually has two main consumer groups: retail firms with numerous offices that primarily offer individual tax prep services and refund products, and small professional firms with five or fewer people offering accounting and bookkeeping services in addition to tax preparation.
But after CCH acquired Rome, Ga.-based TaxWise last October in an effort to serve the small and midsize market, TaxWise's challenge was to "clearly delineate a why-buy for customers," according to Gene Goldenberg, vice president of marketing and product strategy for CCH's Small Firm Services. And because CCH's acquisition trailed its purchase only two months earlier of ATX, which also serves small firms, Goldenberg's team also is tasked with tailoring features in each product to particular customer segments.
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Most people associate TaxWise with bank products like refund anticipation loans, ...
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