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You Are So Close To
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Conference: Network with entrepreneurs making millions in their industries.
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Personal Success Manager: Build a high level business concepts that align with your passions and values.
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Customization and Branding: With our white labeled software frontend you will be able to deliver a branded experience your clients will love.
Frequently Asked Questions
September 2023 we will be going up on all pricing!
SmartWiz does not file taxes but with the Champion Package you will be able to file business and individual returns with our partner Tax Wise until our tax software is fully built… beta coming in 2024
Yes, SmartWiz has gone through the highest levels of securities including IRS approvals and standards for documentation.
Yes, due to low software pricing. Depending on your software solution some migration is available and more migration can be done for a fee per year. Contact your customer success manager for more details.
Each account has a dedicated Customer Success Manager who will act as your technical support and business manager and assistant to help with all needs for the growth of your business.
Yes, we partner with all major banks including Santa Barbra, First Republic, Refund Advantage and others.
- Annual set up fee based on package
- Monthly $12.99 fee
- You set your per return fee
- We make a small fee on each bank app return