Review
Review documents, without the hassle.
No more juggling tabs or losing track of what’s done. With Wizzy, you can review client documents in a clean, side-by-side panel, mark items as reviewed, and move through files effortlessly.
Side-by-side panel
See documents right next to extracted fields for easy checks
Mark as reviewed
Track your progress by marking items complete as you go
Smooth navigation
Move through the documents quickly with less clicking and more clarity
Document Preview
All your docs, right where you need them
Review all uploaded documents without leaving your screen.
Mark as Reviewed
Stay organized as you review
Check off items as you go to keep track of your progress. With every field and document marked, you’ll know exactly what’s been verified and what still needs attention.
Check returns the way you work best
SmartWiz helps you complete tax returns faster than ever.