TaxxWiz
SmartWiz provides tax software that automates the preparation of tax returns by utilizing AI for data extraction and document scanning, which enhances the efficiency of client communication and document intake. The platform also features workflow management tools aimed at reducing manual data entry throughout the tax preparation process.
- Category: Tax
- Location: Birmingham, Alabama, United States
- Founded: 2016-07-01
- Total funding: 4194000
- Website: https://smartwiz.io
Product & Features
- SmartWiz automatically generates client profiles from uploaded documents.
- The system automatically extracts key client data, eliminating manual entry.
- Wizzy organizes and categorizes uploaded files by tax form.
- It integrates with various tax organizers and forms, capturing important details.
- Access all functionalities quickly via a convenient browser extension.
- Users track all client progress and return statuses from one central place.
- Customizable tags help organize and group clients by workflow, service, or priority.
Notable Customers
- OTS Management Group LLC
- KJ & Associates
- Tinas Tax Service
- RockSolid Financial Solutions
- Overtime Financial Solutions
- D&D Consulting & Associates
- Perrin Tax & Accounting Services
- Prime Tax & Ledger Solutions
- JBH Financial Services
- K.G. Tax & Accounting Solutions
- Intellitax Financial Solutions
- Lake Tax & Advisory Group
- Profin CFO LLC
- DMS Bookkeeping Inc
- ZLI Tax Services
- Law Office of TMHC
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Frequently Asked Questions
What is TaxxWiz?
SmartWiz provides tax software that automates the preparation of tax returns by utilizing AI for data extraction and document scanning, which enhances the efficiency of client communication and document intake. The platform also features workflow management tools aimed at reducing manual data…
What does TaxxWiz do?
SmartWiz automatically generates client profiles from uploaded documents. The system automatically extracts key client data, eliminating manual entry. Wizzy organizes and categorizes uploaded files by tax form.
Who are TaxxWiz's customers?
TaxxWiz's customers include OTS Management Group LLC, KJ & Associates, Tinas Tax Service, RockSolid Financial Solutions, Overtime Financial Solutions, D&D Consulting & Associates.
What category does TaxxWiz fall under?
TaxxWiz is a legal technology company in the (PoL): Tax category.
Where is TaxxWiz based?
TaxxWiz is based in Birmingham, Alabama, United States.
When was TaxxWiz founded?
TaxxWiz was founded in 2016.