Use the Dashboard

TaxWise Online condenses resources into one central location called the Dashboard.

Getting Started - provides direct access links to Start a New Return, Open an Existing Return, Check Return Status, Print Checks, Print Accepted Returns, and Setup Assistant. The options available will depend on the user role(s) you are assigned.
Custom Message - allows the Admin or user with Administrator rights to create a custom message to be displayed for all users.
Tax Help - Click the link to request your tax help registration email for CCH® AnswerConnect®.
Sub-Office e-Filing Status - If you manage multiple offices, you will see this dashboard widget that provides a quick view of the e-Filing status for all your sub-offices.
Sub-Office Bank Application Status - If you manage multiple offices, you will see this dashboard widget that provides a quick view of the Sub-Office Bank Application status for all your sub-offices.
Received Fee Deposit - If you manage multiple offices, you will see this dashboard widget that provides a quick view of the Received Fee Deposit for all your sub-offices.
Search Knowledgebase - provides direct access to the Knowledgebase (without having to log in to the Solution Center).
State Tax Sites - provides links to all state tax sites.
Additional Resources - offers links to the blog, chat and hot topics, and TaxWise Insiders.
Security Tips - provides security tips from IRS Publication 5294. When the dashboard is refreshed a different tip will be displayed.