Start with Documents. End with One-Click Return.
With Wizzy, you can turn raw client documents into a completed tax return through one fast, seamless workflow.
Built for tax pros who work fast and accurate
Let Wizzy handle the details while you focus on delivering great results.
Client Creation
Create clients in a snap. Drag and drop your client's documents and organizer, and let SmartWiz do the rest.
Explore Client Creation
One-Click Return
One click, zero stress. One click moves your client's data right into the return in your tax software.
Explore One-Click Return
Review Next to Your Software
See it all, spot it fast. Side-by-side document preview makes it easy to review oyur return.
Explore Return Review
Your tax return prep workflow, supercharged
Drag and drop your client's documents
Easily upload your client’s completed organizer and supporting tax documents. Wizzy will take it from there—magically extracting the key details, organizing everything neatly, and building out your client profile so you can focus on what really matters.
Unlock the Return and let Wizzy flex its One-Click magic
View your client's profile, unlock One-Click with just 1 return, and watch the data transfer to your tax return.
Review made easy (like, really easy)
Double-checking has never been this simple. With side-by-side document preview, you'll spot errors instantly and confirm accuracy in minutes.
Work smarter with Wizzy
With Wizzy, 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.
One-Click Return
Client Status Tracker
Document Scanning
Client Creation
Team Management
Side-by-side Review
Trusted security for your clients' most sensitive data
Backed by industry-grade compliance and continuous testing, we keep your client data safe at every step.
SOC2 Compliant
Industry-standard security framework that ensures your clients' data is handled with the highest level of protection, privacy, and trust.
Penetration Tested
Our systems undergo continuous penetration testing to proactively identify and resolve vulnerabilities—keeping your firm and client data safe.
IRS Approved
SmartWiz is officially recognized as an IRS-compliant provider, giving you the confidence that your firm meets federal requirements for protecting and transmitting taxpayer information.
Our clients love us, and we think you will too
Read what our satisfied users have to say about how we’ve helped transform their tax experience.
“The one-click return is a total game changer! Imagine turning clients documents into a completed tax return with just one click. It saves hours of manual work, eliminate errors, and gives me back my time. Thank you for creating a solution that simplifies the process and lets me focus on serving my clients instead of drowning in data entry.”
Portia Jordan-Dozier,
CEO at J&J Trilogy Accounting Services
“I was in awe the first time I used SmartWiz—it typed way faster than me! What takes 10 mins was done in 90 seconds. This tax season I’ll fly through returns, skip needing a VA, and keep stress low while staying on top of every client.”
Lekycia Woodhouse,
Tax Professional at Tender-Lee Care Money Management & Notary
“I just tried the new One-Click Return on one of my clients. Wow!!! I am blown away! This is amazing!! I am so excited!! This is fire!”
Tia Crawford,
CEO at T.I.A. Truth in Action Tax Prep
Questions and answers
Get more tax returns done in half the time
Wizzy isn’t just AI—it’s the teammate who never sleeps, never makes typos, and always remembers the checklist.