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Neona James
Dec '25 •
📣 Hub Gems
🚨 Tax Pros! Ready to stop chasing clients and start automating your entire back office?
If you’ve been eyeing Wizzy 👀 but haven’t taken the leap yet… here’s your sign.
🧠 Wizzy is your plug-and-play automation system for tax pros, built to:
Automate client onboarding (intake, docs, letters, SMS/email sequences)
Set up refund trackers
Manage your entire tax season pipeline
Ensure IRS compliance (yes, even Form 8867 👀)
Plus bonus email templates, workflows, forms, and more
If you’re running your business off DMs and vibes, this will CHANGE. YOUR. LIFE.
👉 Tap in now and get access through
@Precious Ferguson
partner link:
https://referrals.smartwiz.io/partners/rocket-refund-tax-pros/
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🚨 Tax Pros! Ready to stop chasing clients and start automating your entire back office?
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A hub for tax pros, credit experts, notaries & bookkeepers to grow, connect, and access tools, trainings, and templates to level up.
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