Client creation, simplified.
Forget long forms and endless typing. Simply drag and drop your client’s documents, and Wizzy will automatically create their profile—organized, accurate, and ready to go.
Quick access
All the functionality you need, right in your browser extension
Faster setup
Upload docs and watch client profiles build themselves
Automatic data capture
Key details are extracted for you, no manual entry required
Organized and categorized
Files renamed and organized by tax form
Works with all tax organizers and tax documents
Whether it’s JotForm, Cognito Forms, or your own Google Form, Wizzy will grab the important details and do the heavy lifting.
Track client progress with ease
Track the progress of all your clients in one place. Wizzy gives you a clear view of statuses, so you know exactly where each return stands.
Custom tags for total clarity
Organize clients your way with customizable tags. Create and manage tags to group clients by workflow, service type, or priority—making it easier to filter, track, and stay on top of your business.
The client creation experience built for busy tax pros
SmartWiz helps you complete tax returns faster than ever.