Simplify your Accounting &
Client Management with AI & Automation

Find Accountants, Automate Tasks, Manage Teams – All in one place!

Powering Accounting with AI & Automation

Live Dashboard

Live Dashboard

Real-time data visualization and insights powered by AI

Multi-Profile Access

Multi-Profile Access

Seamlessly support & manage multiple customer profiles

Alerts & Reminders

Alerts & Reminders

Automated Alerts & reminders for critical tasks and deadlines

Document Management

Document Management

Securely store & quickly retrieve client documents with ease

Task Management

Task Management

Assign & Track tasks with ease across clients or teams

Updates and Communication

Updates and Communication

Receive updates and chat with your clients or teams in real-time

Who's It For?

Businesses or Individuals

Who need accounting support to streamline their financial processes

  • Find Expert Accountant
  • Streamline Your Bookkeeping
  • Track Tasks & Deadlines
  • Manage Workflows with AI
  • 24/7 Support

Accounting Firms


Who are looking to automate their workflow to enhance efficiency

  • Manage Teams
  • Manage Multiple Clients
  • Track Tasks & Deadlines
  • Save Time with Automation
  • 24/7 Support

Independent Accountants

Who seek new clients and opportunities to grow their portfolio

  • Find New Clients
  • Build Your Practice
  • Track Tasks & Deadlines
  • Optimize with AI & Automation
  • 24/7 Support

About Us

Our vision is to empower accountants and accounting firms with an innovative, AI-driven, and automated CRM platform that revolutionizes client management, enhances productivity, and ensures seamless communication.


Our platform also connects businesses with the best accounting professionals, enabling exceptional service delivery and operational excellence in modern accounting practices.

Technology isn't about the latest gadgets or apps. It's about what these things do for people. It's about bringing people together and making lives better.

Connect with Us

Live DashboardLive Dashboard


© 2024 Wize.Accountants. All rights reserved.

Mailing Address

Suite 501, 218 Export Blvd.
Mississauga, ON, L5S 0A7 Canada

Email Address

contact@wize.accountants

Phone Number

+1-833-207-2727