We’re excited to officially introduce Wizzy 2.0, the newest version of our AI assistant built to make tax season feel effortless. This release brings a huge leap forward in automation, review tools, and client experience — all designed to help tax pros save time and work smarter.
Why We Built Wizzy 2.0
Tax professionals have enough on their plate. Between chasing documents, retyping data, and reviewing forms line by line, there’s barely any time left for what really matters: serving clients.
That’s where Wizzy 2.0 comes in. Our goal was simple — to take the pain out of tax prep and make the process as seamless as possible.
How Wizzy 2.0 Works
Here’s how Wizzy works:
- Upload your client's documents
Have your client's organizer, whether you use Jotform, Cognito Form, however you get your client intake, ready. Upload your client's organizer along with their documents into Wizzy. Wizzy will extracting the key details, organizing everything neatly, and building out your client profile. - Unlock the return and click One-Click Return
Navigate to your client's return in your tax software, click that magical button and watch Wizzy transfer your client's data to your tax software in minutes. - All that's left is review
Review returns like never before. See the original document next to the populated form and confirm your client's details in a breeze.
Built for Speed and Confidence
Tax season is about precision and timing. With Wizzy 2.0, firms are cutting prep time in half while improving accuracy and client turnaround. The result: happier teams, smoother workflows, and fewer late nights.
Try Wizzy 2.0 Today
Wizzy 2.0 is now live for all SmartWiz users. If you’re new to SmartWiz, you can explore the new experience and see how it fits your workflow.
