Wizard Tax Software

Wizard Tax Software is a company that provides tax preparation software and services for individuals and businesses. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Training. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Wizard Tax Software is based in Dallas, Texas. More on wizardtaxsoftware.com .

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

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