Karl Grimmett, CEO
"We've done twice the amount of returns with fewer people which brings us the capability to double our revenues and our newly implemented processes will avert team burnout.
Genwise is awesome — I love you guys!"
Transform tax season from nightmare to breeze.
Our custom automations and process improvements drastically reduce client workloads, repetitive tasks, and headaches during tax season.
Automate your document collection.
Liberate your team from the endless cycle of individual emails and perpetual follow-ups. Effortlessly gather annual documents 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.
Automatically sync data to your tax software.
No need to copy and paste thousands of numbers into your tax software. Automatically collect data and put it directly into the hands of your team to help everyone deliver more final returns.