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.
Easy Client Intake
Its never been easier to gather all of your client's information in one place with our client portal.
Track Your Tax Pro
Clients can track their progress as you work on their tax return eliminating the constant need for updates.
Data Entry Assistant
No need to enter all of your client's information manually, our data entry assistant will do it for you in seconds.
Apps Integration
Bring all of your favorite bank, calendar, and communication apps to the system
Why Use SmartWiz?
No more spending wasted time
doing data entry
The Smartwiz Software is designed to eliminate data entry and the time it takes to process a tax return. Which saves you time, to do more returns!
Our Price
Other Software
Tax Softwares
CRM's
$899
/year
$1000+
/year
$600
/year
Lowest Fees In The Industry
We know tax softwares and systems can be expensive when you transition to running your own tax business, so we made it easy for all tax professionals to keep more of what you earn!
Tax Software + CRM Included
With Smartwiz we are dedicated to giving you the best tools and customer support to make your tax season stress free.
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.
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, CEO at Liv Limitless Finance
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, CEO at Diamond Co Tax Prep
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, CEO at Wish Tax Consulting
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, CEO at Liv Limitless Finance