Smartwiz
Is this your brand? Claim it — free, and takes a minute with your work email.
Overview
Tagline Brand's website · 2026-10-04
Reduces manual tax preparation work by up to 90% through AI-powered data extraction and organization; offers one-click direct data transfer into tax software; provides side-by-side review functionality; integrates with existing client intake tools.
Description Brand's website · 2026-10-04
SmartWiz, powered by its AI assistant Wizzy, automates tax client intake, document extraction and organization, and one-click data transfer directly into tax software, significantly reducing manual work for tax professionals. It supports various intake tools and major tax software platforms.
Offerings
Core capabilities Brand's website · 2026-10-04
- Wizzy AI assistant
- One-Click Return feature
- Client Creation
- Return Review (side-by-side document preview)
- Wizzy browser extension.
Pricing Brand's website · 2026-10-04
Subscription-based with tiered plans and included 'Returns', with options to upgrade.
Audience
Target industry Brand's website · 2026-10-04
Tax professionals, tax firms, accountants.
Is this your business?
The information above is publicly sourced — assembled by Optimly from Smartwiz's website and public pages.
Claim this profile to publish your own verified Business Profile and speak for Smartwiz across the index.
Claim Smartwiz — free →Page last updated 2026-10-17.