Wednesday, November 17, 2021

Taxwise Support Site Updates

 As a part of our ongoing commitment to provide our customers with an intuitive and organized experience with our Support Resources, the TaxWise Support Site has been enhanced.  The site is now easier to navigate and promotes use of our self-help tools.

Below is a brief description of the changes made.

Click here to go to the Support Site. 


UPDATES

1.  TaxWise Solution Page

The menu options are now present on the Solution Center before you login.

2.  My Information Menu

  • The My Account menu has been brought under the My Information menu.
  • Shipping Schedule has been removed
  • Partner Services has been moved to the new “Business Partners” Menu

 

3.  Support Menu

  • Reorganized the menu options to provide self-service options closer to the top

 

4.  Downloads Menu

  • Reorganized menu option
  • Return Retrieval added to this menu (moved from Support Menu)

 

5.  E-File Menu

  • Reorganized menu options

6.  Training Menu

  • Added “Client Portal Learning Portal”
  • Added “Education and CPE” option with links to the Small Firm offerings of CPELink products

 

7.  “Tax NA” Menu(Now “Tax & Accounting”)

  • “Tax NA” Menu has been renamed to “Tax & Accounting”

8.  NEW! “Business Partners” Menu
  • New menu added with quick links to all partner information.

9.  NEW! “I Want To” Menu
  • New menu added as quick action guide for most used menu topics