Stay up to date with the latest news and updates from SmartWiz.
Tax Business Tips
Discover how to boost your revenue and deepen client relationships by adding bookkeeping services to your tax preparation business. Step-by-step strategies and inspiration for tax pros ready to grow.
Olu Aladebumoye
Co-Founder
Tax Business Tips
Discover how to build an effective brand ambassador program to increase brand awareness, drive engagement, and boost loyalty. Learn proven strategies and real-life stories to inspire your brand’s growth.
Olu Aladebumoye
Co-Founder
Tax Business Tips
Learn how successful tax professionals built their businesses from scratch with real-world stories and practical advice. Discover how you can grow your tax business step-by-step.
Olu Aladebumoye
Co-Founder
Product Features
Introduces an enhanced Tax Organizer Experience with a new Tax Settings Flow Modal, allowing tax professionals to choose between a Standard or Express Organizer for data collection. Custom Questions Configuration has been upgraded, enabling mandatory or optional settings for tailored client information gathering. This update also includes various client profile improvements and bug fixes for a more streamlined user experience.
Jordan Ward
admin
Product Features
This update includes significant design improvements, such as enhanced UI navigation, new dropdown options for dependent relationships, and better badge visibility. We've fixed bugs like SSN formatting, 404 errors, and document visibility issues. New features include Smart Sync for easier form transfers, and improved error handling. Performance enhancements with lazy loading and feature flagging make the app faster and more user-friendly. Additional fixes address SSN input limits and OCR processing for ID documents.
Jordan Ward
admin