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File 2x more returns.

Genwise Tax Preparation Automation service is designed to transform your CPA firm by leveraging the power of automation to streamline tasks, reduce errors, and enhance efficiency.

Transform tax season from nightmare to breeze.

Boost efficiency, minimize errors, and eliminate tedious tasks that slow down your tax prep.

A comprehensive process.

Every firm is unique. Our process takes a holistic view of your firm.

Data Entry

Minimize manual errors and processing time.

Document Requests

Retrieve documents faster and enhance team confidence.

Client Updates

Deliver timely updates and build strong client bonds.

E-file Status Updates

Offer real-time e-file insights to your team and your clients.

Automate everything.

Genwise can help you automate most parts of your CPA firm by bolstering your existing tools with custom automation solutions.

Karl Grimmett
Partner & CEO

DrillDown Solution
Client Since 2022

What's Our Clients 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!

Effortlessly collect tax documents.

Liberate your team from an endless cycle of individual emails and perpetual follow-ups. Automatically gather tax documents (with client reminders) and keep your team in sync.

Saves hundreds of hours of follow-up work.

Collecting partial information is normal. Wasting hour after hour managing the mess doesn't have to be. With intelligent tax organizers, your team can auto-populate historical tax info and set automatic client reminders to gather information.

Instantly sync your tax software.

No need to copy and paste thousands of numbers into your tax software. Automatically transfer data to your tax software to put it directly into the hands of your team.

Prepare returns 2x faster.

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