Frequently Asked Questions (FAQ)

This is a list of our most FAQ's

Does AccountingWise E-File Taxes?

Yes! We E-flie your taxes and our accountants review everything to ensure its accurate.


How do we sign our Taxes?

You will receive a Docusign document in your email. It will ask you to verify identity before you are able to sign.

We Work hard ensuring your information is kept secure. So you don't have to sweat!


What Systems do you use for Accounting?

We work with the majority of accounting software! A few examples:

  • Quickbooks Online
  • Quickbooks Desktop
  • Xero
  • DacEasy
  • Sage
  • And a few others!


Does AccountingWise have Customer Service?

Of course! Our friendly and knowledgeable customer services reps are available to answer your questions 24/7/365 online via our Blue Chat Box in the bottom right of your screen!

You can also contact us:

1-281-845-3480 M-F 9am-6pm


My Company's Size has changed, how do I change my billing?

Contact customer services chat box or email and we will be happy to assist you!


How does the Accounting Process work?

Every First of the Month, you will use the Submission Que to upload your bank statement for the previous month.

Example: on 2/1/19 use the submission portal to upload the bank statement for January 2019