TaxWise - Solutions for the Tax & Accounting Professional
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TaxWise University
TaxWise University is an online learning management system that incorporates video, audio, text, and interactive lessons to teach tax preparation and the use of TaxWise software.

TaxWise University eases the burden of training new staff. Learners work independently through each lesson and take a quiz at the end to confirm what they have learned. Learners can also retake or review lessons at any time.

Because learners work at their own pace, TaxWise University is great for refreshing the skills of your permanent employees before tax season. Experienced TaxWise users can take the quizzes first and then skip lessons they do not need.

With TaxWise University, learners practice transmitting returns to our Training Electronic Filing Center (EFC). With TaxWise University and the Training EFC, you and your staff get hands-on experience with electronic filing, acknowledgement processing, and bank products, all before tax season begins.


Features for administrators:

  • Add, change, or delete learners and reset passwords
  • Assign required classes to learners
  • View online reports of student activity
  • Review the list of lessons learners have taken and which quizzes they have passed

Note: We now offer CPE credits for TaxWise University.

*** We offer CPE credits. See our training accreditations by clicking here. ***