The #1 Automated Tax Software
Make More Money and Reduce Tax Season Stress
SmartWiz tax software automates client communication and document intake, allowing professionals can work faster, close more deals, and serve more clients.
Google and Pharrell Williams Back SmartWiz
SmartWiz is proudly backed by Google and Pharrell Williams’ Black Ambition. The tech giant and one of the most influential figures in the world believe in our mission to empower one billion people with opportunity.
Use Cases
What can you do with SmartWiz?
The all-in-one smart software includes your favorite apps and features in one place and helps you make tax season a breeze
Easy Client Intake
Manage client’s documents and information all in one organized place.
AI Tax Buddy Assistant
Use your AI assistant to help manage client errors and reply to common client questions with Smart Tax.
Seamless Data Migration
Migrate the data from your previous software and keep all of your client documents for free
Apps Integration
Bring all of your favorite bank, calendar, and communication apps to the system
Why Use SmartWiz?
Process More Returns
with Less Effort
The SmartWiz software is designed to minimize tasks that keep you away from getting more clients. The software will automatically intake client’s documents and answer client questions while you focus on making more revenue.
Keep More Money with the
Lowest Fees In The Industry
We believe you deserve to keep your hard-earned returns. That's why we proudly offer the lowest fees in the industry so you can maximize your profits. Keep more of what you earn with SmartWiz.
Features | SmartWiz | Competitors |
---|---|---|
Client CRM + Workflow | ||
Client Automated Messaging | ||
TaxBuddy Assistant | ||
Calendar & Banks Integration | ||
Desktop & Cloud | ||
Customer Success Manager | ||
Business Academy Training |
You Get More With SmartWiz
With SmartWiz we are dedicated to giving you the best tools and support to make your tax season stress free. You won't find another tax preparation toolset that makes the lives of you and clients easier than us.
New To Taxes?
FOR NEW TAX ENTREPRENEURS ONLY: Join the #1 Tax Preparation Course so you can replace your income without a college degree
Start a new business & earn extra income
Learn how to market and get clients
Gain a lifetime skill that gets you paid
The Academy is included with the SmartWiz software package!
See What The Community Is Saying! 👇
Not needing clients to email me or send me a dropbox and removing that step to having everything in one place will really organize my business.
Olivia WalkerThis company's attention to detail to what a tax professional needs is amazing. I love the fact that they built something for the tax professionals to bring us to the future. I will never run my business the same again.
Diamond RobinsonThe SmartWiz software literally put everything I needed to run my business in one place. My clients even noted the change and loved their experience.
TJ Wisham
Not needing clients to email me or send me a dropbox and removing that step to having everything in one place will really organize my business.
Olivia WalkerThis company's attention to detail to what a tax professional needs is amazing. I love the fact that they built something for the tax professionals to bring us to the future. I will never run my business the same again.
Diamond RobinsonThe SmartWiz software literally put everything I needed to run my business in one place. My clients even noted the change and loved their experience.
TJ Wisham
Not needing clients to email me or send me a dropbox and removing that step to having everything in one place will really organize my business.
Olivia WalkerThis company's attention to detail to what a tax professional needs is amazing. I love the fact that they built something for the tax professionals to bring us to the future. I will never run my business the same again.
Diamond RobinsonThe SmartWiz software literally put everything I needed to run my business in one place. My clients even noted the change and loved their experience.
TJ Wisham
Here's a Sneak Peek For You!
Got Questions?
Frequently Asked Questions
The #1 Automated Tax Software
Ready for the Best Tax Season Yet?
Academy
Training for new tax professionals. No EFIN Required
$197
Join The Academy Waitlist- AI Assistant
- Tax Calculation Software
- All States
- Desktop & Cloud
- Business Returns
- Whitelabel CRM + Customizable Workflow
- Automated Messaging to Clients
- Automatic Status Updates & Notifications
- Easy Document Management
- Calendar & Bank Integrations
- Customer Success Manager
- Academy Courses Included!
- Software Navigation Training
Champion
Software for tax professionals. EFIN Required.
$297
Join The Waitlist- AI Assistant
- Tax Calculation Software
- All States
- Desktop & Cloud
- Business Returns
- Whitelabel CRM + Customizable Workflow
- Automated Messaging to Clients
- Automatic Status Updates & Notifications
- Easy Document Management
- Calendar & Bank Integrations
- Customer Success Manager
- EFIN Required
- Academy Courses Included!
- Software Navigation Training