SmartWiz provides an AI-powered tax preparation platform that automatically extracts client data from uploaded documents and intake forms, then populates tax returns directly within existing tax software. The platform reduces manual data entry by up to 90% and includes features like automatic file organization, due diligence documentation, and real human support.
Funding
Funding not disclosed
Founders
Product
Problem
Tax preparation firms spend significant time manually entering client data from documents, organizers, and intake forms into their tax software. This repetitive work slows down the preparation process, increases the risk of data entry errors, and consumes preparer hours that could be spent on higher-value client work.
Solution
SmartWiz provides an AI-powered platform called Wizzy that automates the tax preparation workflow from client intake through return completion. The platform extracts and organizes data from uploaded PDFs, W-2s, 1099s, receipts, and organizers, as well as from integrated intake tools like JotForm and Cognito Forms. With a single click, Wizzy populates the tax return directly into the preparer's existing tax software, including bank products and due diligence notes. The system learns how each office works and becomes faster and more accurate with every return processed, getting returns approximately 80% complete before the preparer opens them.
Target Audience
Primary customers are small and growing tax preparation offices that need to increase efficiency during tax season and reduce manual data entry work.
Features
- One-Click Return feature that sends all client data directly into tax software, including bank products and due diligence notes
- Automatic document processing that reads, sorts, renames, and matches every upload to the correct client in the background
- Built-in due diligence documentation support to keep returns audit-ready throughout the season
- Integrations with common intake tools including JotForm, GoHighLevel, Cognito Forms, and Taxes to Go
- Client portal providing a professional space for document uploads and status tracking, reducing "any update?" calls
- Wizzy Workshop with live training classes and a community of tax professionals, plus real human phone support
- No per-preparer pricing—entire office can be added to one system with unlimited seats
- SmartSync extension and Academy programs included with the platform