Santa Barbara Tax Products Group (sbtpg) has partnered with SmartWiz to offer an AI-driven automated data entry tool to tax professionals—helping tax practices prepare returns faster, reduce manual work, and improve accuracy during tax season.
This new solution integrates SmartWiz’s advanced AI assistant, Wizzy 2.0, directly into the tax preparation workflow.1
Prepare returns faster with Wizzy 2.0
Our SmartWiz partnership offers an AI solution designed specifically for tax professionals who want to scale without increasing staff or overtime.
Up to 90% reduction in manual data entry2
Faster turnaround on tax returns
Improved accuracy and consistency
Greater capacity without additional hires
How AI automated data entry works
Wizzy 2.0 functions like a virtual team member—handling repetitive data entry tasks so you can focus on high-value work.
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.
Our SmartWiz partnership helps you unlock the power of AI
Prepare returns faster than ever with AI automation, and let Wizzy 2.0 convert client intake forms and documents into review-ready returns in your tax software
Automated data extraction
- Pulls information from client intake forms and uploaded documents
- Supports W-2s, 1099s, organizers, expense documents, and more
Organized client workspaces
- AI-sorted documents ready for easy review
- Clear visibility into extracted data before submission
One-Click Return automation
- Populates tax returns directly inside your existing tax software
- Eliminates repetitive copy-and-paste workflows
Side-by-side review
- Quickly validate extracted data against original documents
- Catch issues before filing
Seamless integration with existing workflows
Wizzy 2.0 is designed to work with your existing web-based tax preparation software.
- Browser extension that “lives” inside your tax software workflow
- Works with your existing intake tools like JotForm, Cognito Forms and more
- Fits naturally into existing tax software workflows
Enterprise-level security and compliance
Protecting your client's data is a top priority.
- SOC 2 compliant infrastructure
- Approved by the IRS
- Ongoing penetration testing
- Secure handling of sensitive tax and financial data
Exclusive pricing for sbtpg partners
Get a special offer when you pay from your funded tax preparation fees, for only a $99 initial investment!3 No long-term contracts required.
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.
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 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.
2 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.
3 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.
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.