Reduce tax season stress with the ultimate tax software for tax professionals.
We use modern technology to streamline your tax season, ease communications with clients, and automate all of your business needs.
IRS approved and secure
Trusted by CPAs and tax professionals
As Seen On
Upgrade Your Tax Preparation Processes
Simplifying your tax preparation process can lead to more clients, less stress, and a thriving business.
More Returns In Less Time
Complete more returns in less time with in-app messaging and client CRM automation.
Improve Your Client’s Satisfaction
Your clients will love you with the easy to use user interface and client document submission
Make Tax Season a Breeze with SmartWiz
Improve Document Organization
Client Management Tool
Manage client’s documents and information all in one place.
Integrate Your Favorite Apps
Calendar and Bank Integration
Integrate and manage banking and consultation apps in one platform.
Customize Your Experience
Make the System Yours
Add your brand, create workflows, CRM and client questionnaire.
Minimize Client Errors and Communication
With Your Own AI Smart Bot
Use your own AI technology to manage client errors and maximize your client’s experience.
Hear from Our Satisfied Customers
Professionals who have streamlined their processes with SmartWiz.