Pricing
Reserve your tax season plan for just 20% down
Plans are priced per return, based on your volume. A small payment reserves your plan today — the rest is paid during tax season, when your firm is generating revenue.
No large upfront commitment. Lock in your rate before the season starts.
1. Choose your return volume
2. Reserve your plan with 20% today
3. Pay the balance during tax season
1. Choose your return volume
2. Reserve your plan with 20% today
3. Pay the balance during tax season
Prefer to pay in full? Save 10%.
Pay your plan upfront and take 10% off your season total. One payment, done.
Keep your cash in season
Many offices choose to pay the balance through their favorite bank product — so the software is covered by season revenue, not savings.
Plans are based on expected return volume. Choose the plan that matches your office size, then we'll help you reserve the right plan before tax season starts.
Flexible season-based payment options are available after choosing a plan.
Every plan is the entire SmartWiz platform. The only thing that changes is your rate.
Intake, One-Click Returns, integrations, live training, real human support — it all comes standard.
Included on all plans
Everything below. Every plan. One rate.
This is what your per-return rate actually buys — the entire operating system for your tax office.
One-Click Return Entry
Client data lands directly in your tax software. Wizzy gets the return about 80% done before you even open it.
Smart Intake
Clients answer once. Wizzy turns their answers and documents into a ready-to-work client file — no chasing paperwork.
Document Processing
Every upload is read, sorted, renamed, and matched to the right client — automatically, in the background.
AI Tax Tips
Wizzy surfaces tips and flags on the return in front of you — like a senior preparer looking over your shoulder.
Due Diligence Support
Built-in support to help you document due diligence on every return and stay audit-ready all season.
Client Portal
A clean, professional place for clients to upload documents and check status — fewer "any update?" calls.
Integrations
Works with JotForm, GoHighLevel, Cognito Forms, Taxes to Go, and many more — keep the tools you already use.
Wizzy Workshop
Live classes and a community of tax pros so you and your team are fully set before the season starts.
Real Human Support
A real phone line with real people — we call you. Not a chatbot, not a ticket queue. Plus chat, email, and text.
Unlimited Team Members
Your whole office on one system — no per-preparer pricing, ever. Add every preparer, admin, and front desk seat.
Season-Ready Workflow
Track every return from intake to filed, so nothing slips through the cracks in March.
AI That Gets Smarter
Wizzy learns how your office works and gets faster and more accurate with every return you run.
Why do I only pay 20% today?
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Your upfront payment reserves your plan, locks in your rate, and gets your office set up before the season starts. Prefer one payment? Pay in full and save 10%.
When do I pay the rest?
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During tax season. Many offices choose to pay through their favorite bank product, so the balance comes from season revenue — but it's always your choice.
How is my price calculated?
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Your expected returns × your tier's per-return rate. The more returns you commit to, the lower your rate.
Do all plans include everything?
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Yes. Every plan is the full SmartWiz platform — intake, One-Click Return, integrations, Wizzy Workshop, and real human support.
What if I file more than expected?
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You can add returns or move up a tier any time — and higher volume means a better per-return rate.
Can my whole team use it?
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Yes — unlimited team members on every plan. There is no per-seat or per-preparer pricing.
Why is this an annual plan?
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Your office gets set up, trained, and ready before January, with one locked rate for the whole season.
How do I pick the right plan?
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Start with last season's return count. Between tiers or growing fast? Book a demo and we'll size it with you.
Get ready before tax season starts
Reserve your SmartWiz plan with just 20% down and prepare your office for a faster season.