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!

Wizzy works alongside major tax software platforms as a third-party automation tool. We are not owned by, affiliated with, or endorsed by any tax software provider.

Wizzy helps automate data entry and workflows within supported software environments. Contact us to learn more about compatibility and how Wizzy can fit into your existing setup.

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.

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.

SmartWiz is optimized for use on Google Chrome and is not currently supported on other browsers.

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 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.

When you sign up, you choose how many returns to include in your 12-month plan and how you want to pay. You can pay a 20% deposit or pay in full upfront. For the remaining balance, choose Pay by Refund (collected from client refunds) or Pay as You Go (charged weekly to your card). The more returns you commit to, the lower your per-return rate.

Each return unlocks One-Click Return for one client. Once a return is used for a client, you can re-run One-Click for that client as many times as needed at no extra cost. Returns are valid for the duration of your 12-month plan.

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.

Yes. Train your AI tax pro today and if you are not satisfied with your experience you can get 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.