If you have purchased and installed the TaxWise Desktop program, you can set up your e-signature account to begin sending out documents to remote signers.
Here at SIGNiX we are simply the engine behind the e-signature feature, so we do not support the TaxWise program itself nor do we have an intimate working knowledge of how it operates outside of our specific integration.
Please know that all support requests need to be directed to TaxWise Support instead, so that they can assist you directly. Below is their contact information:
Phone: 866-641-9473
Website: https://support.taxwise.com/
If you are told by TaxWise support that you should instead contact SIGNiX, please know that you've been given the incorrect information. Please ask to have your issue escalated internally to the correct TaxWise support team. If you're still unable to receive help, you can send SIGNiX support an email and we will be sure to forward your information to the correct person at TaxWise who can help you.
Common issues with TaxWise:
- Unable to login - please attempt to reset your password then try again
- Multiple user profiles listed for one person - this happens when one person has entered their information (name and email) differently while using the program to send out documents. You will have to locate the Admin Profile, and TaxWise can help you with that.
- Don't know username for login - please do not use the link you received in the "Documents Complete" email to try and login, as all TaxWise users are not set up to know their own usernames in our side of the integration. Instead you should always only login via the TaxWise program itself. Treat that email as nothing more than a notification, don't use the link.