IntegrationsDeep dive1:02:35The Million Dollar Tax Office · Live every Wednesday
Watch Wizzy work real returns, one return type at a time.
Next live session
NOV
11
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.
Save my seat on ZoomOne 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
IntegrationsDeep dive1:02:35
MFJ · Schedule CExported to OLT (LMG Pro Tax)1:10:34Want 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 returnOpens 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.