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Effortless tax planning.

Schedule meetings, collect planning docs, and upsell value-added services without writing an email.

Tax planning, automated.

Transform your tax planning services into seamless and lucrative revenue streams. Remove admin work with personalized messaging, automatic scheduling, and high-conversion upselling.

Automatic Emails

Send personalized messages to each client.

Document Requests

Retrieve documents without the fuss.

Upsell Services

Offer additional value-added services.

Off-season Revenue

Offer value services during the slow season. 

Automate everything.

Genwise automates CPA firms by connecting your existing tools and software with custom automation solutions.

Karl Grimmett
Partner & CEO, DrillDown Solution
Client Since 2022

See what Genwise clients have to say.

I honor the value Genwise provides, truly appreciative of their work. Their innovative problem-solving approach sets them apart. We’ve done twice the amount of returns with fewer people which brings us the capability to double our revenues and I am confident our newly implemented processes will avert team burnout.

You set a prime example of productivity and effectiveness. Genwise is awesome—I love you guys!

Tax planning automation for your firm.

Every firm is unique. We take a holistic view of how you work.

Schedule qualified clients effortlessly.

Find good clients and eliminate the back-and-forth of scheduling meetings. Automatically coordinate schedules, send reminders, and even record video calls, freeing up your time to focus on billable work.

Future-proof your firm with accurate and organized data.

Offer comprehensive and accurate tax planning with hands-off document collection. Eliminate manual data entry and minimize the risk of errors.

Maximize off-season profits.

Transform off-season into a recurring lucrative opportunity. Streamline your tax planning process to convert other clients and focus on proactive upselling additional services.

Learn how effortless tax planning can be.

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