What is SmartWiz?
SmartWiz is a cutting-edge tax software designed for tax professionals, focusing on AI to minimize data entry, as well as optimizing client communication and document intake through automation.
Who should use SmartWiz?
SmartWiz is ideal for tax professionals seeking to enhance efficiency, improve client service, and boost revenue. Suitable for any size practice, it leverages automation to help manage an increasing client base more profitably.
How is SmartWiz different from other tax software?
Founded by tax professionals, SmartWiz distinguishes itself in the tax software industry by offering unparalleled automation and efficiency, infused with AI-powered features to elevate accuracy and speed in tax return preparation.
How do I sign up for SmartWiz?
To sign up for SmartWiz, visit our website and follow the registration process. After your payment is processed, we will guide you through the next steps to access the software, including how to receive your login credentials.
What will I need after signing up to start using SmartWiz?
With your SmartWiz subscription, you receive all the necessary tools and resources to prepare and file tax returns.
Do I need an EFIN?
Yes, to electronically file tax returns on behalf of clients, you will need to obtain an Electronic Filing Identification Number (EFIN) from the IRS.
Are there any resources available to help me learn how to use SmartWiz?
Yes, SmartWiz comes equipped with comprehensive onboarding resources, including tutorials and tips, designed to help you quickly become proficient with our platform. These resources are readily available to guide you through using SmartWiz effectively, from client management to filing.
Account Management
Is there a free trial available for SmartWiz?
Currently, SmartWiz does not offer a free trial.
Can I update my account details?
Yes, you can update your personal or business information at any time under the 'Settings' section in your SmartWiz portal.
What should I do if I lose access to the email associated with my SmartWiz account?
If you can no longer access the email account linked to your SmartWiz account, please contact our support team at help@smartwiz.io to guide you through the steps to recover your account securely.
Is there a way to provide feedback or suggest features for SmartWiz?
Your feedback is invaluable to us. Look out for ”suggested feedback” within your portal, as well as periodic touch points from our team asking for your input. Your suggestions help us continuously improve and innovate.
What is SmartWiz’s refund policy?
Unfortunately, we do not offer refunds at this time after the first 30 days (not including Academy users, as Academy users are ineligible for refunds due to content access). We appreciate your understanding and are here to assist with any questions or support you may need.
Is it possible to cancel my annual subscription without deleting my SmartWiz account?
We are currently evaluating our policies regarding annual subscription cancellations while maintaining an active SmartWiz account. We aim to offer flexibility and options that best serve our users' needs.
For the most current information and assistance with your subscription, please contact our support team at help@smartwiz.io. We are here to help find the best solution for you.
Is it possible to cancel my annual subscription without deleting my SmartWiz account?
We are currently evaluating our policies regarding annual subscription cancellations while maintaining an active SmartWiz account. We aim to offer flexibility and options that best serve our users' needs.
For the most current information and assistance with your subscription, please contact our support team at help@smartwiz.io. We are here to help find the best solution for you.
Can I delete my SmartWiz account?
To delete your account, please send a request to help@smartwiz.io. We'll guide you through the process and confirm once it's completed.
How secure is my data with SmartWiz?
Your privacy is a top priority for us. We use encryption and secure hosting to protect your information, as well as your client’s information – ensuring it remains confidential and safe.
Software:
How does SmartWiz handle tax filing?
With SmartWiz, filing tax returns is streamlined through our current partnership with Taxwise, complementing our filing capabilities that are in beta for the 2024 tax season. Upon purchasing SmartWiz software, users gain access to all necessary tools and resources to file returns. This setup ensures a seamless and efficient filing experience, continuously improving as our platform evolves.
Is SmartWiz capable of processing business tax returns?
Yes, SmartWiz is equipped to manage and file business tax returns, including those for corporations and partnership LLCs.
Does SmartWiz integrate with banks for refund processing and payments?
Yes. Currently, SmartWiz integrates with all banks for refund processing and payments, except for Refundo.
Does SmartWiz support bulk data transfer from other tax software?
As of now, SmartWiz does not offer bulk data transfer from other tax software. We are actively working on providing this functionality. Stay tuned for future updates.
Can I personalize SmartWiz with my company's branding?
SmartWiz allows tax professionals to upload their company logo, which will be visible to their clients, adding a personalized touch to the platform.