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

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.

Black Ambition

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?

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.

Pricing plan comparison
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

Join The Academy Waitlist

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

Here's a Sneak Peek For You!

Got Questions?

Frequently Asked Questions

The #1 Automated Tax Software

Ready for the Best Tax Season Yet?

Are you a new Tax Pro? Start Here

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
Are you a Tax Pro with 2+ years of experience? Start Here

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