Pricing that works the way you work.
Wizzy 2.0 turns client intake and documents into review-ready returns directly inside your tax software. Pay per return or pay upfront for the year.
$9
$20
per return
Start with a $99 Wizzy Starter Pack (Includes 11 returns).
Then pay $9 per return after that.
What's Included
11 returns to start
Wizzy Browser Extension
Up to 50 team members
Integrations with third-party intake tools
Data transfer using One-Click Return™
Auto-sorted and auto-renamed documents
Starter pack includes 11 returns. Additional returns are $9 each.
How You're Charged (You Choose Your Priority*)
Pay By Prep Fees
Wizzy will charge as clients refunds drop throughout the season.** (PS: Add as a line item or doc prep fee)
Pay As You Go
Wizzy usage is billed weekly throughout the season.
*We'll always use your preferred method first and automatically fall back to the second when needed.
**Must be approved by the bank before you can collect fees from refunds.
How Pay-Per-Return Works
Learn more about Pay-Per-Return
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
See how Wizzy pays for itself
See how Wizzy can help you save time and increase your revenue.
Calculate your potential revenue with Wizzy 2.0
Estimate how much more money you could make if Wizzy did the tax prep for you.
Estimated number of returns per season
Average amount charged per return
Assumes 1 return = 1 hour of work. Estimates vary by firm.
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.
Hours saved
225 hours
Wizzy Investment
$2,701
Estimated net gain
Potential Additional Revenue
$56,250
From 225 additional returns you could do
Questions and answers
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