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  1. Follow these steps to log in to TaxWise Online for the first time: Step 1: Access the TaxWise Online Portal 1. Open a new browser tab. 2. Navigate to twonline.taxwise.com.

  2. Client Login. Please login to your account by completing the form below. Client ID. * *. Username. *. Password. Show Password. *.

  3. TaxWise® Desktop. Installed locally in your office computer and office network, our powerful TaxWise Desktop software stores your tax return data on your machine and provides access to both 1040 Individual and 1065, 1120, 1120S, 1041, 706, 709, 990 Business tax returns. Learn More.

  4. fastest way to find answers to your tax questions directly from within TaxWise Online. Click here to get access to TheTaxBook WebLibrary. Attend GetWise 2024 Annual Conference to receive the latest updates on tax law changes and tax software training.

  5. You must log in to the TaxWise Online training website: https://twonline-training.taxwise.com using the same login you use for your TaxWise Online site. Items available in the Training Site: The ability to create and edit tax returns.

  6. Our Virtual Tax Office is powered by TaxWise® Online, a powerful cloud-based tax preparation solution that allows you to access all your tax returns and source documents from a web browser — anytime, anywhere, on any device. Explore TaxWise.

  7. To access your account for the first time you will need to log in as the Admin user. You will need your activation/installation code that is located on your fulfillment confirmation slip or shipping confirmation e-mail. Enter your Client ID in the Client ID box. Enter the username Admin in the Username box.

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