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smartwiz.io
SmartWiz.io provides tax professionals and CPAs an AI-driven platform that automates repetitive tax-preparation tasks and reduces manual review. It uses vertical AI and automation to extract,…
smartwiz.io
SmartWiz.io provides tax professionals and CPAs an AI-driven platform that automates repetitive tax-preparation tasks and reduces manual review. It uses vertical AI and automation to extract,…
TL;DR
What they do: AI-driven tax-prep and workflow automation platform for tax professionals (B2B SaaS)
Founded: 2023
Headquarters: Birmingham, Alabama, United States
Funding: Seed (Dec 2024); total reported ~$4.25M
Notable traction: Company reports 20,000+ tax returns prepared using the platform
Company Overview
Problem Domain
Tax preparation and tax-practice workflow automation for accounting firms and individual practitioners.
Founded
2023
Industry
Finance
Tech Stack
Funding Track Record
Seed round closed Dec 20, 2024; investors/supporters reported include Level Up Ventures, Techstars, Black Founders Fund
Investor Signal
“Level Up Ventures; Techstars (support/accelerator); Black Founders Fund”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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