Spend Less Time
on Document Entry.
File returns in minutes, and gain more clients with Smartwiz.
Trusted By Industry Leaders
Having everything in one place really organizes my business.
— Olivia Walker, CEO at Liv Limitless Finance
I love the fact that they built something for the tax professionals to bring us to the future.
— Diamond Robinson, CEO at Diamond Co Tax Prep
The software literally put everything I needed to run my business in one place.
— TJ Wisham, CEO at Wish Tax Consulting
Maximize Your Earnings,
Minimize Your Effort.
See how SmartWiz can simplify your tax season.
Enhance Client Experience
Keep your branding for you business in the client portal, where clients interact with your services.
Eliminate Manual Data Entry
Download our browser extension and use SmartSync to seamlessly transfer client information to your tax software.
Automate Your Workflow
Get the support you need from our automated tools to effortlessly manage tax business and personalize your client communication.
The Power of SmartWiz
Discover how SmartWiz can revolutionize your tax preparation
Easy Client Intake
Its never been easier to gather all of your client's information in one place with our client portal.
AI Generated Emails
No More Entering Documents
Client Management
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.
White Label Client Portal
AI Email Assistance
Client Status Tracker
Document Scanning
Team Management
Integrations with TaxWise® and TaxSlayer
Automated Email Reminders
Data Entry Assistant
In-app Tax Organizer
