The Million Dollar Tax Office · Live every Wednesday

Watch Wizzy work real returns, one return type at a time.

Next live session

SEP

30

Live Wizzy return

Wednesday · 6:00 PM CT · Live on Zoom

Bring your laptop and run the same return in your own tax software. Our team answers questions in the chat, and a breakout room is there if you get stuck.

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One registration covers every Wednesday. Recordings and files land here afterward.

Every Wednesday we run a practice client through Wizzy live: intake, upload, review, export and QA. Each return lands here with the recording, the practice files and a step-by-step breakdown you can follow in your own software.

Browse by return type

2 returns

Want to see a specific return?

Tell us the situation your office sees most, or send your own organizer or JotForm. We'll fill it out and run it live in class.

Request a return

Opens an email to relationships@smartwiz.io

How every return is taught

01

Intake

What the client handed over, and how clean it needs to be for Wizzy.

02

Upload to Wizzy

Zip, folder, JotForm or in person: the fastest way in for your setup.

03

Review & due diligence

Clear the cautions so Wizzy never pauses, and log your notes.

04

Export & QA

One-click into your tax software, then check every number.

Next: Wed, Sep 30 · 6:00 PM CT

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