Wizzy is your new favorite time-saver. With just one click, it transfers your client's completed tax organizer and documents directly into your tax software using your new assistant Wizzy. Wizzy also gets smarter the more you use it!

Right now, Wizzy transfers into softwares like TaxWise™ and TaxSlayer Pro™. We’re actively building more workflows with more major tax softwares.

For TaxSlayer, One-Click currently works with Main Info, Dependents, W-2s, IDs, 1098s, 1099-NECs, 1099-Rs, 1098-Es, 1095-As, 1099-DIVs, 1099-Gs, 1099-SAs, and bank products.
For TaxWise, you can use One-Click with Main Info, Dependents, W-2s, IDs, 1098s, 1099-NECs, 1099-Rs, 1098-Ts, 1098-Es, 1099-INTs, 1095-As, 1099-Bs, 1099-Gs, 1099-MISCs, 1099-DIVs, 1099-SAs, and bank products.

View the updated list of supported forms here. We’re actively expanding the list, so keep an eye out! Forms like Schedule C, Business Expenses, Medical, and Credits are on the way soon.

We officially support Google Chrome. Some users have reported success using other browsers like Microsoft Edge, but for the most reliable and seamless experience, we recommend Google Chrome.

Wizzy currently supports individual 1040 federal and state tax returns. We’re working on adding business returns, which will be available soon.

As many times as you like! Once you've used 1 return to unlock it for a client, you can re-run One-Click Return whenever needed—no extra charge.

Wizzy can get you 80% there. One-Click Return uses AI to intelligently map your client’s data to the right fields in your tax software. And don’t worry! If anything needs a second look, we have side-by-side review with your software to check in minutes!

You just need to download the SmartWiz browser extension in one simple click. We make it easy for you to get started right away!

Absolutely! You're always in control. In SmartWiz, before launching the Chrome extension, you can review and edit every detail. Think of One-Click Return as your super assistant, not a replacement.

No. One-Click Return can only be run while you’re inside a specific client’s tax return. However, Wizzy can process and extract documents for multiple clients at the same time in the background. Once their documents are ready, you’ll need to run One-Click Return individually for each client’s return.

No surprise fees here. One-Click Return uses Returns, which are included with your subscription. If Wizzy helps your business to grow faster than even expected, you can upgrade packages at any time!

It doesn’t matter what you use—JotForm, Cognito Forms, TaxDome, ATOM, or even custom organizers. SmartWiz can extract the key information and organize it seamlessly into your client profile.

You can upload just about any tax organizer or document into Wizzy—PDFs, images, even scanned paperwork. Just make sure the copy is clear so Wizzy can read it accurately.

Returns are good for the duration of your annual subscription. When your annual plan renews, unused Returns expire and your balance resets.

Yes. Train your AI tax pro today and if you are not satisfied with your experience you can gen a refund within 7 days. We know you will love Wizzy :D Try today!

We are SOC2 compliant and IRS approved! We protect your data and your customer data at all costs.

You can add unlimited members to your account!

Currently, we directly integrate with JotForm, Cognito Forms, GoHighLevel, and SuiteDash. We are working on integrating with more tools, so keep an eye out! You can still use Wizzy with any other tool by manually uploading your client's documents.