NEW! Prepare returns faster than ever with AI
AI data entry for just $9 per return1
Wizzy 2.0 provided by SmartWiz
Staff up with AI assistant Wizzy 2.02
Convert client intake forms and documents into review-ready returns in your tax software
Extracts data
Information is extracted from client docs and intake forms (W-2s, 1099s, organizers, expenses and more)
Organizes data
Your data is organized into a clean client workspace
Fills the return
The AI assistant fills the return in your tax software with One-Click Return
Saves time
Using Wizzy 2.0 cuts manual data entry time by up to 90%, freeing up time to service more clients3
Improves accuracy
AI ingestion of data reduces re-keying errors and late-night work
Increases productivity
Complete more returns per day without hiring a bigger team
Do more returns in less time
Complete tax returns faster than ever
Automation where it matters most
- One-Click Return from organized intake to populated 1040 returns
- Support for a wide range of forms in your tax software including W-2s, many 1099s, IDs, etc.
- Side-by-side document and return review, helps you confirm accuracy in minutes instead of hours
Built for fast-moving tax pros
- Browser extension that “lives” inside your tax software workflow
- Works with your existing intake tools and document flows
- Designed to help teams cut prep time roughly in half while improving turnaround and accuracy
Designed for tax practices as concerned about security as speed
- SOC 2 compliant security program
- Ongoing penetration testing to identify and mitigate vulnerabilities
- Recognized as an IRS-compliant provider, supporting federal requirements for protecting and transmitting taxpayer information
- Data stays encrypted, access-controlled, and aligned with the standards tax professionals expect from their technology partners
We made it easy to access Wizzy 2.0
Our SmartWiz partnership helps you unlock the power of AI
Wizzy 2.0 builds returns for you
Clients upload documents or complete intake through your online forms (JotForm, Cognito Forms, etc.) Wizzy 2.0 ingests the data, extracts key details, and syncs with your tax software for fast review.
Clients pay using the Refund Transfer4
When clients expect a refund, offer the pay-by-refund option so your tax preparation fees can be withheld from their refund instead of paying out of pocket.
Wizzy 2.0 is paid from your funded fees1
Fees for returns prepared using Wizzy 2.0 are paid from your funded tax preparation fees, and the balance is deposited to your bank account.*
Accessible for you and your clients
With sbtpg and SmartWiz, your clients pay nothing up front for tax prep and you pay nothing up front for Wizzy 2.0. Save time with Wizzy 2.0's AI automation.
* Requires an initial purchase of 11 returns at $99 total cost.
How SmartWiz works
SBTPG PARTNER DISCOUNT
Limited time offer
$9 cost per return available thru 20261
Exclusive pricing for sbtpg partners
Get a special offer when you pay from your funded tax preparation fees, for only a $99 initial investment!
Access Wizzy 2.0—the AI assistant from SmartWiz that turns client intake and documents into review-ready returns directly in your tax software.
Requires an initial purchase of 11 returns at $99 total cost.
Program currently compatible with TaxSlayer Pro Web and Drake Tax Online™*
*SmartWiz is an independent, third-party software provider that is not affiliated with any other tax preparation software.
Have questions?
Unlock Wizzy 2.0 today
Special pricing available when Wizzy 2.0 fees are withheld from your funded tax preparation fees.
AI data entry services provided through a partnership with SmartWiz.
Who is SmartWiz?
SmartWiz is a tax technology company that builds AI-powered automation tools for tax professionals, including Wizzy 2.0 and the One-Click Return workflow. SmartWiz helps firms reduce manual work, cut errors, and scale their practices using automation designed specifically for tax workflows.
1 To qualify to withhold the Wizzy 2.0 cost from your funded tax preparation fees requires that you are enrolled with Santa Barbara Tax Products Group, and have 3 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season. Requires an initial purchase of 11 returns at $99 total cost.
2 SmartWiz and Wizzy 2.0 are products of SmartWiz, Inc. and are not bank products. SmartWiz, Inc. is an independent third-party provider and is not an affiliate of Santa Barbara Tax Products Group, LLC, Green Dot Corporation, or Green Dot Bank. SBTPG and Green Dot do not provide, warrant, or guarantee SmartWiz products or services and do not guarantee any particular business results from their use.
3 Actual time savings, accuracy improvements, and business growth outcomes from using Wizzy 2.0 will vary by firm. Santa Barbara Tax Products Group and Green Dot Corporation state that they cannot and do not guarantee any specific results in connection with SmartWiz’s products and services; SmartWiz makes no guarantees of specific outcomes or revenue.
4 Refund Transfer is a deposit product offered by Green Dot Bank, Member FDIC, that enables authorized amounts to be deducted from taxpayer’s refund, with the remaining balance then paid to the taxpayer. Fees apply. Refund Transfers are not loans. Tax refund and e-filing are required to receive Refund Transfer. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.
SmartWiz™, Wizzy™, and One-Click Return™ are trademarks of SmartWiz, Inc.