# Smartwiz

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/smartwiz
- **Dataset:** https://optimly.ai/brand/smartwiz.json
- **Markdown:** https://optimly.ai/brand/smartwiz/llms.txt
- **Official website:** https://smartwiz.ai
- **Slug:** smartwiz
- **Categories:** collaboration-productivity

## Overview

- **Tagline:** 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: Brand's website (https://smartwiz.ai) · 2026-10-04

- **Description:** 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: Brand's website (https://smartwiz.ai) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Wizzy AI assistant
  - One-Click Return feature
  - Client Creation
  - Return Review (side-by-side document preview)
  - Wizzy browser extension.
Source: Brand's website (https://smartwiz.ai) · 2026-10-04

- **Pricing:** Subscription-based with tiered plans and included 'Returns', with options to upgrade.
Source: Brand's website (https://smartwiz.ai) · 2026-10-04

## Audience

- **Target industry:** Tax professionals, tax firms, accountants.
Source: Brand's website (https://smartwiz.ai) · 2026-10-04

Page last updated 2026-10-17.