Start with 20% down. Pay the rest as you file.
Choose the return volume that fits your office. Your remaining balance follows your usage as you file returns during tax season.
Use bank products to pay for SmartWiz.
Get 50 SmartWiz returns for $1,250, with no payment due at signup. If you use a participating bank product and compatible tax software, you can request to pay through tax preparation fees, subject to eligibility and approval.
Choose your standard plan and return volume.
Start with 20% down, then pay the remaining balance as you file during tax season. Higher volume brings a lower per-return rate.
Small office
A clear starting point for solo preparers and smaller teams.
Growing office
Room to grow into a busy, multi-preparer season.
High volume
Volume pricing for high-volume and multi-office groups.
Start with 20% down. Your remaining balance is paid during tax season as returns are filed.
Built around the way tax season worksYour income comes during tax season. Your payments should, too.
We know tax offices earn as they file. Start with the standard 20% getting-started fee, then pay the remaining balance as returns are filed during the season.
Choose your volumeReserve the return range that fits your office.
Get started with 20%That’s the standard fee to reserve your plan.
Pay as returns are filedYour balance follows your usage during tax season.
Your office is covered, so you can focus on what comes next.
From client intake through review, the tools, people, and support your team needs are already part of the plan. Wizzy helps carry the repeatable work while you build client relationships and grow your business.
More time for the work that grows your firm.One complete package for your whole office.
Tools, people, training, and support are already covered in every plan.
Give clients a link with your firm’s name and branding. The Clerk asks follow-up questions and answers client questions in real time.
Bring in Jotform, Cognito Forms, or GoHighLevel submissions—or upload a client’s files directly.
Wizzy reads incoming documents and organizes the information into a client profile for your review.
Upload documents from the portals, CRMs, email, and in-person appointments your office already uses.
Wizzy enters supported form information into your tax software and prepares the return for review.
Select up to 10 clients and run their returns back-to-back.
Wizzy does not guess. If it needs an answer, it pauses until you provide one. SmartWiz never e-files.
Keep client answers and return details together as you complete your due diligence.
A real person helps set up your office and workflow. Included with every subscription.
Reach a real team by phone, chat, email, or text when you need a hand.
Add preparers and office staff without per-seat or per-preparer fees.
Live classes and a community of tax pros help your team get ready for the season.
A few things to know.
Start with 20%. Make the rest in season.
One-on-one onboarding is included with every subscription.