Vault

TaxWise Online provides a secure, fast way to capture and store the documents and files associated to a client's return. You can use most built-in cameras (or purchase a USB camera from any retailer) to snap pictures of any document presented to you by a taxpayer. You can also import files provided to you electronically (PDFs, pictures, documents). These files are stored securely alongside the return (Loaded Forms), and are managed from within the tax return.

If a return is deleted any stored documents will also be deleted.

The following file types are supported: .xls, .xlsx, .doc, .docx, .pdf, .png, .jpeg, .txt

Snap a photo

To snap a picture using your camera, click one of the following links depending on the browser.

ClosedSnap a photo image using Google Chrome or Microsoft Edge
ClosedSnap a photo image using Safari

Importing a file

To store a document by importing a file, use the following steps:

  1. Do one of the following:
  2. Inside a return, click the Vault button located in the Loaded Forms.
  3. Inside an interview, click the Vault button.

  1. Click Import to Vault.
  2. Browse to the location where the file is stored on your computer, select the file and click Open.

To select multiple files, click on the first file, and then press and hold the Ctrl key. While holding down the Ctrl key, click each of the other files you want to select.

  1. Click OK on the confirmation.

  1. Click Close or go through the steps again to upload additional files.

The image(s) will be displayed in the Loaded Forms of the tax return. If you click on the file in the Loaded Forms, it will open in a new browser window. Depending on the type of file you attempt to open, you will either be prompted to download the file or the file will open in a new browser window.

If the import was performed in the Interview Wizard, you must click the Switch to Forms button to see the files in the Loaded Forms.

Send to Client Portal

TaxWise Online has to be connected to CCH iFirm in the Security settings for this option to be available.

For more information, see CCH iFirm Client Portal.

To send files to Client Portal, use the following steps:

  1. Do one of the following:
  2. Inside a return, click the Vault button located in the Loaded Forms.
  3. Inside an interview, click the Vault button.
  4. Select the check box before the file name on the row(s) you want to send to Client Portal. To select all the files, click Select All.
  5. Click Send to Client Portal.
  6. Click OK on the confirmation that the files were sent to Client Portal successfully.

Delete stored files

To quickly delete a file, you can click the Delete button located at the end of the file name in the Loaded Forms or you can use the following steps to delete multiple files at once.

To delete multiple files, use the following steps:

  1. Do one of the following:
  2. Inside a return, click the Vault button located in the Loaded Forms.
  3. Inside an interview, click the Vault button.
  4. Select the check box before the file name on the row(s) you want to delete. To select all the files, click Select All.
  5. Click Delete.
  6. Click OK to confirm the deletion.