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.
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.
Not needing clients to email me or send me a dropbox and removing that step to having everything in one place will really organize my business.
Olivia WalkerLive Limitless Finance, CEOFinally a place to have calendar, zoom and bank integration all in one software is beautiful. Thank you SmartWiz
Ellis Herring IIILefthand Man Consulting, CEO
The SmartWiz software allowed me to go faster than ever before. The workflow allowing my clients to be updated automatically and I don't have to so they know where they are in the process is golden.
Maddie AltonEmPax Tax CEOThe fact that when a client says they have 2 jobs but gives 1 W2, this software being able to note that and notify the client so I don't have to will save me so much time.
Alessandra KennedyKennedy Tax Prep Co., CEO
This company's attention to detail to what a tax professional needs is amazing. I love the fact that they built something for the tax professionals to bring us to the future. I will never run my business the same again.
Diamond RobinsonDiamond Co Tax Prep, CEOThe SmartWiz software literally put everything I needed to run my business in one place. My clients even noted the change and loved their experience.
TJ WishamWish Tax Consulting, CEO