27d • 💰TAX PRO Lounge
🚨 NEW for SBTPG Tax Pros 🚨
AI data entry is here for the season: Wizzy 2.0 (by SmartWiz) for $9 per return when paid from funded tax prep fees (Refund Transfer partners/qualified pros). ✅
What it does:
✔ Extracts data from W-2s, 1099s, organizers, expenses + more
✔ Organizes docs in a clean client workspace
✔ Pushes data into your return with One-Click Return
✔ Works in your current workflow (no extra software, no learning curve)
Why you’ll care:
🔥 Less typing, more reviewing
🔥 Fewer re-key errors
🔥 More returns per day without adding staff
Offer: Start with 11 returns for $99 and keep the $9/return pricing (available through 2026) when eligible and paid from funded fees.
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🚨 NEW for SBTPG Tax Pros 🚨
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