Meet Wizzy.
The AI employee inside your tax office.
Wizzy is your ultimate employee, designed to help with client documents all the way to a reviewed and prepared return in MINUTES.
Not a plugin. Not a shortcut. Not just data entry.
Your Ultimate Employee.
Smartwiz Demo →You didn't start a tax office to type and chase clients.
You built it to serve clients. To build something for your family. To grow.
But every February you become a data entry machine. W-2s. 1099s. IDs. Dependents. Return after return, night after night, while the lobby fills up.
The big franchises solve this with staff. Rooms full of them.
Now you can too.
Think: the best new hire you've ever trained. Times a thousand.
Wizzy is an AI employee trained on one job: tax office work.
Hand a trained assistant your client's documents and they read them, pull the numbers, and key the return into your software while you supervise. That's Wizzy: an employee at the keyboard, working alongside your software, on your behalf, under your direction.
If you've used ChatGPT or Claude, you already understand it. Those tools work alongside your computer to help you get work done. Wizzy works alongside your tax software to help you prepare returns. You're in charge.
And Wizzy learns your practice, not just a software: your workflows, your standards, your way of doing things. Switch softwares someday and the training comes with you.
Wizzyworking under your directionyou can stop itThree things Wizzy is not:
Not a replacement for you. You're still the preparer, and you still file every return.
Not affiliated with any tax software company. Independent and software-agnostic, built for tax pros whatever runs your office.
Not a black box. You watch it work in real time. Nothing moves without your review.
From docs in to DONE — with you in charge the whole way.
Swipe through the five steps →
Wizzy reads the documents.
Your clerk uploads, your taxpayer uploads, or you do — W-2s, 1099s, IDs, snapped or scanned or dropped in. That's the only setup. Wizzy reads every name, number, and box, minus the typos.
Wizzy exports the data.
Working alongside your tax software, Wizzy keys what it read into the return — taxpayer info, income, dependents, and with 2.5, whole new parts of it. Watch it happen on your screen.
You review with insight from Wizzy.
Every return comes back to you. Check it, correct anything, validate it — the way you'd review any employee's work. Nothing is final until you say so.
You file.
You, the licensed preparer, submit through your software, exactly like always. Wizzy never files anything.
Figures shown are a sample client, not a real return.
You're still the preparer. You review. You approve. You file.
Wizzy is just the fastest employee you've ever hired.
Let's talk about security. Plain English. No spin.
You handle the most sensitive data your clients own. You should ask hard questions about any tool that touches it. Straight answers:
Wizzy works at your desk — not behind anyone's back.
Wizzy works under your direction, on your returns, within the access you already have as the preparer. You start it, you watch it, and you can stop it whenever you like. Nothing is hidden — that is why this page exists.
You control what Wizzy touches.
Only the client files you give it and the returns you assign it. It doesn't wander, it doesn't browse, and it doesn't act without you.
Your clients' data is protected.
SmartWiz is independently audited to SOC 2 Type I. Personal information is encrypted in transit and at rest. Your data prepares your returns — never sold, never used to train AI models.
Wizzy doesn't train on anyone's software, either.
It does not scrape, copy, or train on content from any tax software provider. It learns your practice, on your behalf. That's the whole design.
Built for your WISP.
Your Written Information Security Plan has to say where client data goes, who can access it, and how it is protected. Our security one-pager answers all three, built to drop straight into your file. Email security@smartwiz.io and a real human on our U.S. team sends it over.
A human reviews every return. Always.
You independently review, verify, and validate everything Wizzy prepares before anything is relied on or filed. Not a disclaimer — the design, and your professional standard. Wizzy makes you faster. It never makes you optional.
You're still the preparer. You review. You approve. You file.
What the IRS asks of you, Wizzy already assumes
The IRS's June 2026 bulletin asks preparers to independently review and verify AI-generated content — facts, calculations, eligibility, tax references — before relying on it or filing. That is exactly the workflow Wizzy is built around. Read the IRS bulletin.
Have a hard question we didn't answer? security@smartwiz.io — ask us the hard ones.
See it on your own returns.
Watch Wizzy prepare a return alongside the software you already run.
Smartwiz Demo →The questions people are actually asking. Answered.
It works on your computer, under your direction, with your access.
Wizzy works on your returns, in your office, and you watch it in real time. It helps you use your software. You remain the software's user, in full control, exactly as your license intends.
Because reviewing is far faster than preparing.
That is the leverage model of every successful tax office ever built: senior preparers review, staff prepare. The owner of a 5,000-return office does not personally prepare all 5,000. Wizzy makes you the senior preparer on every return, even if you're an office of one.
Independently audited to SOC 2 Type I, encrypted, never sold, never used to train AI.
Full details are in the security section above, and our security one-pager for your WISP file is one email away.
The reviewer catches it — the same as with any employee.
Every return Wizzy prepares comes to you for review and validation before anything is filed. You correct it in seconds, and Wizzy learns your practice. No return moves without your approval. That is not a limitation, it is the design.
Not sure a reseller is legitimate? Verify before you pay: relationships@smartwiz.io.