The #1 Automated Tax Software

Make More Money and Reduce Tax Season Stress

SmartWiz tax software automates client communication and document intake, allowing professionals to work faster, close more deals, and serve more clients.

IRS approved and secure

Trusted by 5,000+ happy customers

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IRS approved and secure

Trusted by 5,000+ happy customers

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 Powered Tool

Use your AI assistant to help manage client errors and reply to common client questions.

Document Scanning*

Easily scan documents into your software

Currently only supported by Taxwise

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.

Pricing plan comparison
Features	SmartWiz	Competitors
Whitelabel Client Portal
AI Email Assistance
AI Powered Tool
Desktop & Cloud Platform
Client Status Tracker
Document Scanning*(only supported by Taxwise)

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

Join The Academy

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 Walker
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
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

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
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
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

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
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
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

Got Questions?

Frequently Asked Questions