{"name":"Smartwiz","domain":"smartwiz.ai","url":"https://optimly.ai/brand/smartwiz","is_claimed":false,"categories":["collaboration-productivity"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://smartwiz.ai","updated_at":"2026-10-04T00:04:54.982000+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://smartwiz.ai","updated_at":"2026-10-04T00:04:54.982000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Wizzy AI assistant\nOne-Click Return feature\nClient Creation\nReturn Review (side-by-side document preview)\nWizzy browser extension.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://smartwiz.ai","updated_at":"2026-10-04T00:04:54.982000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based with tiered plans and included 'Returns', with options to upgrade.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://smartwiz.ai","updated_at":"2026-10-04T00:04:54.982000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Tax professionals, tax firms, accountants.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://smartwiz.ai","updated_at":"2026-10-04T00:04:54.982000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:04:54.982000+00:00","last_changed_at":"2026-10-17T23:40:33.399834+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=8dd1b775-0ee1-4c5e-8daa-4b82923a226f"}