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SmartWiz is an AI-enabled IRS that simplifies the tax preparation process. SmartWiz links technology and tax professionals to provide their customers with the quality finance experience possible.

SmartWiz is an AI-enabled IRS that simplifies the tax preparation process. SmartWiz links technology and tax professionals to provide their customers with the quality finance experience possible.
Sector: AI-enabled tax-preparation SaaS for tax professionals
Headquarters: Birmingham, Alabama, United States
Founded: 2023
Employees: Approximately 25
Recent funding: Seed round closed Dec 20, 2024; total reported funding $3,750,000
Tax preparation and accounting workflow automation for professional tax firms.
2023
Fintech / Tax software / Accounting SaaS
Reported last round closed Dec 20, 2024; total reported funding $3,750,000 across early-stage rounds.
“Level Up Ventures; participation/support from Techstars and Black Founders Fund; Dealroom listings reference Venture Atlanta and other early-stage backers”
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