Tax returns in just one click. File returns in minutes, not hours.
Take back your time. SmartWiz automates tax return prep so you can focus on what matters most. Fast, accurate, and effortless for tax pros.
Trusted by firms everywhere
Built for tax pros who work fast and accurate
Let SmartWiz handle the details while you focus on delivering great results.
One-Click Return
No more toggling between tabs or typing in W-2s. Use One-Click Return to instantly fill out your tax return.
Explore One-Click Return
Client Portal
The easiest tax organizer your clients will ever use—automated, adaptive, and built to reduce back-and-forth.
Explore Client Portal
Automated Tools
Effortlessly manage tax business and personalize your client communication using our automated tools.
Explore Automated Tools
Your tax return prep workflow, supercharged
Your client completes your tax organizer
Our all-in-one tax organizer guides your clients step-by-step, collecting everything you need to start their return without the back-and-forth.
Review, unlock, and let One-Click do the rest
Go to your client's profile, make sure their info is good to go, then unlock One-Click with just 1 credit. Instantly review, fine-tune, and send their data straight into your tax software.
Watch the One-Click magic happen
Open your tax software, launch One-Click in the SmartSync Chrome extension, and instantly watch the data transfer to your tax return.
Work smarter 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.
Customizable Tax Organizer
One-Click Return
Whitelabel Client Portal
AI Email Assistance
Client Status Tracker
Document Scanning
Team Management
Integrations with TaxWise® and TaxSlayer®
Automated Email Reminders
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 software literally put everything I needed to run my business in one place.”
TJ Wisham,
CEO at Wish Tax Consulting
“I love the fact that they built something for the tax professionals to bring us the future.”
Diamond Robinson,
CEO at Diamond Co Tax Prep
“Having everything in one place really organizes my business.”
Olivia Walker,
CEO at Liv Limitless Finance