
SmartWiz
Curated by SignalDigital tools streamlining tax preparation for professionals and clients.
Overview
SmartWiz is a fintech company that offers digital tools aimed at tax professionals, with a focus on improving the tax preparation and filing process. The platform features automated tax software that facilitates client intake, integrates with various applications, and includes an AI tax assistant to enhance accuracy and compliance with tax regulations. SmartWiz targets tax professionals and seeks to address the challenges associated with traditional tax preparation by streamlining workflows and minimizing manual errors. Additionally, SmartWiz Academy provides educational resources for tax professionals. The platform utilizes advanced analytics and secure cloud-based access to assist professionals in optimizing tax strategies and enhancing service quality.
Key facts
- Founded
- 2020
- Headquarters
- Broomfield, United States
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
4 rolesImplementation Specialist
Birmingham, AL · On-site · Volunteer
Customer Success Specialist
Birmingham, AL · On-site · Volunteer
Sales Development Representative
Birmingham, AL · On-site · Part-time