Simplify returns. Maximize results.
All plans include full access to SmartWiz CRM and One-Click Return. Choose your plan based on how many credits you need. Everything else is included.
Starter
Perfect for new tax pros getting started, with enough capacity to handle a small client base
$899
per year
WHAT'S INCLUDED
200 returns
($2,000 value!)
Growth
Designed for growing firms ready to process more returns and serve more clients efficiently
$1,999
per year
WHAT'S INCLUDED
1000 returns
($10,000 value!)
Scale
Built for established teams managing high return volumes with advanced automation
$2,999
per year
WHAT'S INCLUDED
2500 returns
($25,000 value!)
Enterprise
Need more than 1000 credits? Contact us for a custom quote.
Contact Us
for more information
WHAT'S INCLUDED
Unlimited returns
Work smarter with SmartWiz
With SmartWiz, we are dedicated to giving you the best tools and support to make your tax season stress free. You won't find another tax preparation toolset that makes the lives of you and clients easier than us.
Customizable Tax Organizer
One-Click Return
Whitelabel Client Portal
AI Email Assistance
Client Status Tracker
Document Scanning
Team Management
AI-powered data entry — no more typing
Automated Email Reminders