About SmartWiz

In a world where technology has revolutionized everything from grocery shopping to dating, we asked ourselves: why should tax preparation be any different? We're a dynamic team of seasoned engineers and tax professionals united by a common frustration. We were tired of the endless back-and-forth with clients, the clutter of emails and Dropbox links, and the time-consuming consultations that seemed to go nowhere. We knew there had to be a better way. Our passion for innovation drove us to create a solution that frees us from administrative headaches and lets us focus on what we do best: preparing tax returns with precision and expertise. We believe that by leveraging cutting-edge technology, we can simplify the tax preparation process for everyone.

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Our why
At SmartWiz, our passion for innovation and our commitment to excellence led us to create a solution that makes this dream a reality. We believe that tax preparation should empower people, not overwhelm them. We’re here to lift the weight off our customers' shoulders, to make sure they feel confident and cared for, and to ensure that every detail is handled with precision. Our journey began with a simple but profound question: How can we make life easier for our customers? This question fuels our relentless pursuit of better ways to serve them. SmartWiz was born out of a deep desire to transform the tax industry, to bring joy and simplicity to a process that has long been tedious and complex.
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What we do
SmartWiz isn't just another tax software; it's a revolution. We've integrated cutting-edge technology to automate data entry and partnered with third-party tools to manage your business effortlessly. But we didn't stop there. We've also incorporated advanced customer service features to make information intake as smooth as possible. The result? An IRS-approved tax professional software that is set to redefine the way taxes are prepared and filed.
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Why not you?
We're not just changing the game; we're changing the rules. With SmartWiz, you're not just getting your taxes done; you're experiencing the future of tax preparation. So why settle for the status quo when you can be a part of the revolution?

See What Participants Are 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