At only
$9
per return
AI data entry with little upfront cost to your firm
Use Wizzy 2.0 per return with the flexibility to pay as refunds come in or pay as you go as returns are completed. Wizzy turns intake and documents into review-ready returns directly inside your tax software.
Billed as refunds come in or pay as you go as returns are completed
Works with any supported tax software*
SOC 2 compliant
IRS approved
No subscriptions. Just pay per return.
*Works with TaxSlayer Pro™
Make Wizzy Free (or Profitable)
With more time saved, you can offer priority turnaround or enhanced client experiences that support higher fees and increased revenue per return.
Number of returns
Extra fee you charge per return
Assumes 1 return = 1 hour of work. The time saved allows you to complete more returns.
Net This Season
+$25,600 net this season
Extra collected:
$1,500
Value of time saved:
$25,000
Wizzy Investment (@ $9/return):
$900
This calculator is intended to provide an estimated view of potential time savings when using SmartWiz. Results are based on general assumptions and the information you provide, and may not reflect actual outcomes. Individual results can vary depending on workflow, client complexity, and usage. This estimate is for informational purposes only and does not guarantee future results or performance.
How You're Charged (You Choose Your Priority*)
We'll always use your preferred method first and automatically fall back to the second when needed.
Best for refund clients who prefer zero out-of-pocket
Pay As Refunds Come
- Wizzy fees are collected from available refund proceeds*
- Billing happens during the season once funding is available
- Ideal for cash-flow-friendly tax seasons
*Must be approved by the bank before you can collect fees from refunds.
Best for clients who prefer to pay as they go
Pay As You Go
- Wizzy fees are billed weekly based on completed returns
- Billed weekly to your card on file if Pay-as-Refunds-Come isn't used
- Ideal for clients who prefer to pay as they go
How Pay-Per-Return Works
Simple steps to flexible payment options designed for how tax pros actually work.
Choose how the return is paid
When you use Wizzy on a return, Wizzy can be billed during the season or weekly throughout the season.
Add a Wizzy fee to the return
You’re in control. Adding a Wizzy fee per return is optional and can be included in your prep fee.
Wizzy 2.0 builds the return
Documents and intake are extracted, organized, and sent directly into your tax software for fast review.
Fees are collected as you go
Wizzy fees are collected throughout the season as refunds come in, or you can pay as you go as returns are completed
Why Tax Pros Love This
The benefits that make Wizzy Pay-Per-Return the smart choice
Easier client experience
Clients can pay for Wizzy through their refund or card, making the process seamless and transparent.
Grow without overhead
Scale your practice without hiring additional staff. Wizzy handles the data entry so you can focus on growth.
Flexible fee collection
Pay as refunds come in for refund clients or pay as you go for balance-due clients. We adapt to your workflow.