“SmartWiz gives our team more room to serve clients, stay organized, and move through the season with less chaos.”
For virtual and in-person tax offices
Upload the documents.
Wizzy fills the return.
Wizzy reads W-2s, 1099s and intake forms, then enters everything into your tax software. You review it and get back to your clients.
How Wizzy works
Wizzy takes care of repetitive entry.
Wizzy organizes client information and enters supported 1040 data into your tax software. You stay in control, then review and file.
More 1040s moving. Less repetitive entry.Collect documents
Get documents from an online intake tool or a file you upload.
Read and organize
Wizzy reads the documents and organizes client information into a profile.
Enter the data
Wizzy enters the information into supported forms in your tax software.
You review and file
You review, correct, and file. SmartWiz never e-files.
Tax pros are moving faster
Less time at the keyboard. More room to grow.
See what tax offices are saying about fewer repetitive tasks, smoother seasons, and more time for the people they serve.
See customer stories
“I'm setting my team up to automate tax filing with AI so they spend less time in the backend and more time actually serving clients the right way.”
“SmartWiz helps our office keep customer work moving with more confidence and less manual back-and-forth.”
“Wizzy is the tool that has taken my tax business to another level. Wizzy saves me the hassle of data entry, giving me more time to focus on bringing in new clients.”
“SmartWiz made the work feel lighter. The value is having a workflow that helps you stay ahead.”
“Wizzy has completely transformed my workflow. I can review and keep the return moving.”
“Wizzy is accurate and fast.”
Built around your office
Keep your process. Move returns forward.
Bring online, in-person, and CRM-sourced documents into one organized client workflow.
ONLINE INTAKE
Meet clients where they are.
Connect a form you already use, or share your branded Clerk link for a guided client upload.
Explore integrationsIN-PERSON & DIRECT UPLOAD
Keep your office moving.
Upload scans, photos, PDFs, or files from the tools your team already uses.
See client creation
A real team, from day one
You don't have to figure it out alone.
One-on-one onboarding comes with every subscription. Our team helps shape the workflow around your office and stays close when questions come up.
One-on-one onboarding included Real people when you need help
The SmartWiz workflow
Three steps to a review-ready return
Wizzy turns incoming tax documents into organized client information and enters it into supported forms in your tax software.
- 01
Client documents
Documents arrive through your intake flow or from files your office already has.
- 02
Organized client profile
Wizzy reads the documents and brings the client's information together for review.
- 03
Populated in your tax software
Wizzy enters supported form data. You review, correct, and file the return.
More capacity for a bigger season
Grow your return volume, not your hours at the keyboard.
THE SEASON, WITH WIZZY
One tax pro. More than 1,000 returns. Less time lost to repetitive entry.
Wizzy moves the data forward. You stay in control of every review and file. Less time typing the same details You review and file every return
1,000+returns in a seasonOne tax pro, with Wizzy
An easier way to get started
Make room in your season, without paying for the whole plan up front.
Reserve your plan with 20% down. The remaining plan cost is paid as returns are filed during tax season.
One-on-one onboarding is included with every subscription.
20%down
Start your plan now. Pay the balance as your office earns through tax season.
Start your subscriptionSmartWiz gives our team more room to serve clients, stay organized, and move through the season with less chaos.
ZLI Tax Services
A little less typing. More time for your clients.
Start your subscriptionTry it yourself
Walk through the workflow, step by step.
Explore the One-Click Return experience with the original SmartWiz interactive demo.