SmartWiz is an AI-enabled tax preparation platform that automates document scanning and data extraction, significantly reducing manual data entry for tax professionals. By consolidating client management and communication tools in one interface, it streamlines the tax filing process and enhances client engagement, allowing users to file returns in minutes.
Funding
$4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Tax professionals often spend excessive time on manual data entry and document management, leading to inefficiencies and reduced client capacity. Existing solutions lack seamless integration between client communication, data extraction, and tax preparation software.
Solution
SmartWiz is an AI-powered tax preparation platform designed to automate document processing and streamline client interactions. The platform uses AI to scan and extract data from client documents, significantly reducing manual data entry. It consolidates client management, communication, and tax filing tools into a single interface, enabling tax professionals to manage their workflow more efficiently and enhance client engagement. SmartWiz integrates with popular tax software, allowing users to seamlessly transfer client information and file returns more quickly.
Target Audience
SmartWiz primarily targets tax professionals, including CPAs, enrolled agents, and tax preparers, who seek to automate their workflows, reduce manual data entry, and improve client communication.
Features
- AI-powered document scanning and data extraction to automate data entry
- Client portal with customizable branding to enhance client experience
- Automated, AI-generated email assistance for personalized client communication
- Client status tracker to monitor progress and manage workflow
- Team management tools for collaboration
- Integrations with TaxWise® and TaxSlayer tax preparation software
- Automated email reminders for clients
- Browser extension for seamless data transfer to tax software
- In-app tax organizer for efficient data collection