SmartWiz
SmartWiz (Wealth Group, Inc.) is an AI-powered browser-extension tax automation platform that extracts client data from tax documents and transfers it into tax software with one click, serving individual tax professionals and small-to-medium U.S. tax offices.
- Company typePrivate
- Founded2023
- HeadquartersBirmingham, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What SmartWiz does
SmartWiz (legally Wealth Group, Inc., an Alabama corporation) is an AI-powered tax automation platform built for individual tax professionals and small-to-medium tax offices in the United States. The company's flagship product, Wizzy, is a Google Chrome browser extension that ingests client tax documents (W-2s, 1099s, organizers, receipts, scanned paperwork), extracts and organizes the data using computer vision and text-processing models, and transfers it directly into supported tax software — primarily TaxSlayer Pro — via a One-Click Return feature that the company states completes approximately 80% of a return before manual review. Additional modules include Smart Intake (integration with JotForm, Cognito Forms, GoHighLevel, SuiteDash, TaxDome), a Client Portal, AI Tax Tips, Due Diligence Support, and a live-training community called Wizzy Workshop.
The business operates a per-return pricing model with four subscription tiers (Starter at $20/return for 0-99 returns, Growth at $18/return for under 200, High-Volume at $16/return for under 1,000, and custom Enterprise pricing for 1,000+ returns) plus a usage-based Pay-Per-Return option at $9/return with a $99 annual access fee. The company also integrates with bank-product providers SBTPG and Refund Advantage to enable fee collection from refund proceeds. SmartWiz distributes through a hybrid go-to-market combining self-serve sign-up via app.smartwiz.io with sales-assisted demos for larger offices, and monetizes primarily during the U.S. individual tax season.
The company is one of only 15 IRS-approved software providers and maintains SOC 2 Type 2 compliance with continuous third-party penetration testing, providing regulatory and security credibility in a sensitive vertical. It has raised approximately $4.75M in disclosed funding across 2023-2024 from Black Founders Fund, Techstars, TiE Atlanta Angels and other angel syndicates, and two rounds from Level Up Ventures, in addition to winning the $500,000 2024 Venture Atlanta Seed-Stage Pitch Competition. The company was founded in 2023 by Tevin Harrell, joined the Endeavor U.S. Entrepreneur network in October 2025, and released Wizzy 2.0 and 2.1 in October and November 2025 respectively.
SmartWiz firmographics
Firmographics- Name
- SmartWiz
- Legal name
- Wealth Group, Inc.
- Website
- https://smartwiz.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SmartWiz (Wealth Group, Inc.) is an AI-powered browser-extension tax automation platform that extracts client data from tax documents and transfers it into tax software with one click, serving individual tax professionals and small-to-medium U.S. tax offices.
- Ownership category
- akta.pro rank
SmartWiz industry classification
Industry- Product category
- Tax Preparation Software
- NAICS
- Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Computer Processing & Data Preparation (7374), Finance Services (6199)
- akta.pro primary industry
- Tax Return Filing, Processing & Assessment (BPAIADAC)
- akta.pro secondary industry
- Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
Keywords
Where SmartWiz is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SmartWiz business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans (Per-Return): Annual subscription model with per-return pricing based on volume tiers. Customers pay 20% upfront to reserve their plan and the balance during tax season. Higher volume tiers offer lower per-return rates. Plans include unlimited team members and full platform access.
- Pay-Per-Return (PPR): No subscription required - customers pay $9 per return. Includes 11 initial tax return credits with annual access fee of $99. Additional returns billed at $9 each. Two payment methods: Pay-By-Prep-Fees (collected from client refunds via bank product) or Pay-As-You-Go (weekly card billing).
- Installment Payment Plan: Promotional installment option allowing customers to pay in three installments instead of upfront. First payment due immediately, second on January 15, third on February 15. Provides cash-flow flexibility during tax season.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Annual | Starter Office: 0-99 returns at $20/return |
| Unit Pricing | Annual | Growth Office: Under 200 returns at $18/return |
| Unit Pricing | Annual | High-Volume Office: Under 1,000 returns at $16/return |
| Unit Pricing | Multi-year contract | Enterprise: 1,000+ returns - Custom pricing |
| Usage-based | Annual | Pay-Per-Return: $9 per return with $99 annual access |
Go-to-market motion4 records
Distribution channels3 records
Marketing channels8 records
SmartWiz product offering
Product offeringCore offering
SmartWiz provides an AI-powered tax automation platform, delivered primarily as a Chrome browser extension called Wizzy, that extracts client data from tax source documents (W-2s, 1099s, K-1s, brokerage statements, etc.) and transfers it into a tax professional's existing tax software with a single click. The platform is designed for tax preparers, CPAs, and tax offices to reduce manual data entry and compress per-return preparation time.
Product overview
SmartWiz is an AI-powered tax automation platform that provides a unified ecosystem for tax professionals. The core product is Wizzy, an AI assistant (browser extension) that automates tax preparation workflows. Key modules include: One-Click Return (transfers client data into tax software with one click), Client Creation (auto-generates client profiles from documents), Review (side-by-side document verification), Smart Intake (captures and organizes client information), Client Portal (client-facing document upload interface), AI Tax Tips (flags and suggestions), and Due Diligence Support. The platform offers tiered pricing plans (Starter at $20/return, Growth at $18/return, High-Volume at $16/return, Enterprise custom) and a Pay-Per-Return option at $9/return. Wizzy 2.0 was released October 2025 with enhanced automation, and Wizzy 2.1 (November 2025) added JotForm integration and a referral system.
Differentiator
Problem solved
Functional benefit
Brands
- Wizzy: AI-powered tax assistant that automates data entry and one-click tax return preparation for tax professionals.
- Wizzy 2.0
- Wizzy 2.1
Products and services
- SmartWiz Platform (Wizzy) AI-powered tax automation platform delivered as a Chrome browser extension that extracts client data from tax source documents (W-2s, 1099s, K-1s, brokerage statements) and auto-populates the user's existing tax software. Sold via annual per-return subscription tiers (Starter, Growth, High-Volume, Enterprise) and a Pay-Per-Return option to solo tax preparers, multi-preparer firms, and large tax networks.
- Wizzy 2.0 Major version release of the SmartWiz AI tax assistant (Wizzy) browser extension, introducing expanded AI-driven data extraction and workflow automation capabilities for tax preparers.
- Wizzy 2.1 with JotForm Integration Incremental release of the Wizzy extension adding direct integration with JotForm, allowing tax preparers to pull client intake form data into the tax workflow alongside document extraction.
Quantifiable outcome
- Tax preparation time reduced from 4 hours to 5 minutes per return
- +3 more outcomes
Companies that use SmartWiz
Customer profileNamed customers22 records
Segments3 records
Ideal customer profiles3 records
SmartWiz technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability4 records
Feature10 records
SmartWiz partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship and core.
- Endeavor U.S.flagshipEndeavor U.S. is a global entrepreneurship network supporting high-growth startups. SmartWiz joined the Endeavor U.S. Entrepreneur network in October 2025, gaining access to mentorship, peer networks, and resources for scaling the business.
- TaxSlayercoreTaxSlayer is a major tax software platform. SmartWiz integrates with TaxSlayer Pro as a supported tax software for One-Click Return functionality. SmartWiz is not owned by, affiliated with, or endorsed by TaxSlayer.
- JotFormcoreJotForm is an online form builder for client intake. SmartWiz directly integrates with JotForm, allowing users to connect their JotForm account and view client submissions directly in SmartWiz. Available in Wizzy 2.1.
- Cognito FormscoreCognito Forms is a form builder for client intake. SmartWiz supports Cognito Forms as an intake tool, allowing automatic extraction of client information submitted through the platform.
- Santa Barbara Tax Products Group (SBTPG)coreSBTPG is a bank product provider for tax professionals. SmartWiz integrates with SBTPG for Pay-By-Prep-Fees billing, allowing Wizzy fees to be collected from available refund proceeds through the ERO's bank product account.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
SmartWiz competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SmartWiz social profiles
Digital presenceSmartWiz compliance and trust
Trust signalCompliance2 records
SmartWiz financial estimates
Financial estimateRevenue estimate
Valuation estimate
SmartWiz leadership team
Management profileNumber of profiles
Profiles2 records
SmartWiz funding detail
Funding detailFunding overview
Funding rounds5 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SmartWiz M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SmartWiz
What does SmartWiz do?
SmartWiz provides an AI-powered tax automation platform, delivered primarily as a Chrome browser extension called Wizzy, that extracts client data from tax source documents (W-2s, 1099s, K-1s, brokerage statements, etc.) and transfers it into a tax professional's existing tax software with a single click. The platform is designed for tax preparers, CPAs, and tax offices to reduce manual data entry and compress per-return preparation time.
Is SmartWiz a public or private company?
SmartWiz is a private company. It is classified as venture growth investor backed and is currently operating.
When was SmartWiz founded?
SmartWiz was founded in 2023. It employs 11 to 50 people.
Where is SmartWiz based?
SmartWiz is headquartered in Birmingham, United States, in the North America region.
How does SmartWiz make money?
Three revenue lines are on record. Subscription Plans (Per-Return) is the primary driver. The others are pay-Per-Return (PPR) and installment Payment Plan.
Does SmartWiz have an API?
No public API is recorded for SmartWiz.
What industry is SmartWiz in?
SmartWiz's product category is Tax Preparation Software. Its primary akta.pro industry code is BPAIADAC, Tax Return Filing, Processing & Assessment, with a secondary code of FSAGADAJ, Tax Planning & Personal Tax Optimization Tools. Its NAICS code is 541213 and its SIC code is 7374.