Live demo
“No hands.”A hands-free return, start to finish
Your AI Tax Preparer
Watch SmartWiz prepare a real return in minutes — right inside the tax software you already use.
SmartWiz is an AI tax preparer that works directly inside the tax software you already use. Just upload your clients' documents and our AI prepares the return for you — from simple W-2s to Schedule C, K-1s, and capital gains. A finished return comes back in minutes for you to review and file.
3-min speed-test video
How it works — you stay in control
1
Upload your clients' documents
Or pull them from your intake form — W-2s, 1099s, Schedule C, K-1s, and more.
2
SmartWiz prepares the return directly in your tax software
From simple W-2s to Schedule C, K-1s, and capital gains — a finished return comes back in minutes.
3
You review and file
Side-by-side, every field — you are always in control.
Customer proof
Don't take our word for it.
Hear it from tax pros on the conference floor and in their offices — not from a sales deck.
More customer stories
Tax pros who made the switch — in their own words.
Longer-form customer moments from offices like yours.
What tax pros are saying
The comments tax pros keep sharing about SmartWiz.
“SmartWiz gives our team more room to serve clients, stay organized, and move through the season with less chaos.”
“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.”
Real client walkthrough
Complete walkthrough from a real client
Watch a tax pro run SmartWiz start to finish in their office — upload, prepare, review, and file.
Trusted by tax businesses with different workflows, team sizes, and growth goals.
OTS Management Group LLC
KJ & Associates
Tinas Tax Service
RockSolid Financial Solutions
Overtime Financial Solutions
D&D Consulting & Associates
Perrin Tax & Accounting Services
Prime Tax & Ledger Solutions
JBH Financial Services
K.G. Tax & Accounting Solutions
Intellitax Financial Solutions
Lake Tax & Advisory Group
Profin CFO LLC
DMS Bookkeeping Inc
See what Wizzy can do for your office.
Book a walkthrough or get started on your own — either way, you will see the workflow in minutes, not months.