Smartwiz powered by taxxwiz

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

ABC News
Birmingham Business Journal
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Upgrade Your Tax Preparation Processes

Simplifying your tax preparation process can lead to more clients, less stress, and a thriving business.

Desktop UI for tax pro

More Returns In Less Time

Complete more returns in less time with in-app messaging and client CRM automation.

Phone UI for tax client

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

Improve Document Organization

Client Management Tool

Manage client’s documents and information all in one place.

Integrate Your Favorite Apps

Integrate Your Favorite Apps

Calendar and Bank Integration

Integrate and manage banking and consultation apps in one platform.

Customize Your Experience

Customize Your Experience

Make the System Yours

Add your brand, create workflows, CRM and client questionnaire.

Minimize Client Errors and Communication

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 Walker
      Live Limitless Finance, CEO
    • Finally a place to have calendar, zoom and bank integration all in one software is beautiful. Thank you SmartWiz

      Ellis Herring III
      Lefthand 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 Alton
      EmPax Tax CEO
    • The 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 Kennedy
      Kennedy 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 Robinson
      Diamond Co Tax Prep, CEO
    • The 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 Wisham
      Wish Tax Consulting, CEO

Let's revolutionize the way you do taxes!