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“No hands.”A hands-free return, start to finish
Customers
Customer proof from tax pros moving faster with Wizzy.
SmartWiz helps tax professionals reduce manual data entry, create more capacity, and keep tax season moving with less chaos.
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
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.
“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.”
“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.”
See what Wizzy can do for your tax office.
Modernize the way your office handles data entry, review, and tax season workflow.