“SmartWiz gives our team more room to serve clients, stay organized, and move through the season with less chaos.”
Reduce manual work by up to 90%
Wizzy turns your client intake into a review-ready return directly into your tax software
Whether clients upload documents or submit through your integrated intake tool, SmartWiz extracts and organizes everything — then fills the return directly in your tax software.
How it works
SmartWiz works the way you work
Collect client info your way
Upload PDFs, W-2s, 1099s, receipts, organizers, and any other client documents manually or bring in client info from the form tools you’re already using. SmartWiz supports common intake tools like JotForm and Cognito Forms, with more on the way.
Wizzy extracts and organizes everything
From tax forms and organizers to intake responses, Wizzy extracts it all and organizes your files behind the scenes so nothing is out of place.
Unlock the Return and let Wizzy flex its One-Click magic
Just one click, and everything your client shared gets sent straight into your tax software — and yes, that includes bank products and due diligence notes.
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.
Made For Efficiency
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 or integrate with your favorite client intake tool — 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
Built to Fit Your Workflow
Works with the way you already work
SmartWiz connects to your intake tools, lives inside your browser, and keeps getting smarter with new features.
Wizzy browser extension
Wizzy lives as a simple browser extension, but it handles the complex parts of tax prep: reading documents, organizing files, and filling the return for you.
Integrations with your intake tools
Use Jotform, Cognito Forms, or any other supported form tool. As your client submits their information, it gets pulled in to Wizzy automatically.
Organized client workspace
Every document gets renamed, sorted, and categorized automatically — so you're never digging for files again.
...And more on the way!
New features roll out faster than you can type a return — and Wizzy's working to make even that unnecessary.
Secure and compliant
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.
What Tax Pros Are Saying
The comments tax pros keep sharing about SmartWiz.
A moving wall of customer voice, built around real tax professionals, their firms, and the workflow problems SmartWiz helps them move past.
“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.”
FAQs
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.