The #1 Automated Tax Software

Make More Money and Reduce Tax Season Stress.

SmartWiz tax software automates tasks so professionals can work faster, close more deals, and serve more clients

IRS approved and secure
Trusted by 5,000+ happy customers
Upgrade My Tax Software

Featured In

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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

Start a Tax Business

Start a new business, learn how to market and get clients, and gain a lifetime skill that gets you paid

Why Use SmartWiz?

Desktop UI for tax pro

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.

Desktop UI for tax pro

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.

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New To The Tax Game? Join the Academy!

Where like-minded entrepreneurs come to change their lifestyle.

Start My Tax Business

Start a new business & earn extra income

Learn how to market and get clients

Gain a lifetime skill that gets you paid

User Reviews

Hear from Our Satisfied Customers

Professionals who have streamlined their processes with SmartWiz.

  • 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 Walker
    Live Limitless Finance, CEO
  • This 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 Robinson
    Diamond Co Tax Prep, CEO
  • The 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
    Wish Tax Consulting, CEO

Upgrade My Tax Software

The Best Tax Software in the Market

Secure your early bird discount!

$197$297/ per year


  • AI AssistantIncluded in Features
  • Tax Calculation Software Included in Features
  • All StatesIncluded in Features
  • Desktop & CloudIncluded in Features
  • Business ReturnsIncluded in Features
  • Whitelabel CRM + Customizable WorkflowIncluded in Features
  • Automated Messaging to ClientsIncluded in Features
  • Automatic Status Updates & NotificationsIncluded in Features
  • Easy Document ManagementIncluded in Features
  • Calendar & Bank IntegrationsIncluded in Features
  • Customer Success ManagerIncluded in Features
  • EFIN RequiredIncluded in Features
  • Business CourseIncluded in Features
  • Software Navigation TrainingIncluded in Features

New To The Tax Game?

Join Academy for New Tax Pros

Start My Tax Business

Frequently Asked Questions

September 2023 we will be going up on all pricing!

You will be able to file business and individual returns with our partner Tax Wise until our tax software is fully built… beta coming in 2024

Yes! With the purchase of our software package, you receive included in your purchase the ability to complete corporations and partnership LLCs.

Yes, SmartWiz has gone through the highest levels of securities including IRS approvals and standards for documentation.

Each account has a dedicated Customer Success Manager who will act as your technical support and business manager and assistant to help with all needs for the growth of your business. You can also shoot us a message here.

Absolutely! We allow you to not only white label our product with your company’s logo, but we also upgrade our entire software to match your company’s colors

All banks except Refundo.

We charge anywhere between $32-$50 based on how many returns that you complete and that is it! We do not have any rev share plan and do not have any hidden fees.

This again is only for the Champion package!

Contact us here and we can construct a payment plan based on your business to ensure you have access to the software that will change how you do business!

Yes, we will transfer all data from the previous year for this upcoming tax season.