Case Study: Tax Lab, Inc. Simplifies Bookkeeping and Taxes for SMBs with Wizeline

Wizeline Partners With Tax Lab, Inc. to Simplify Bookkeeping and Taxes for SMBs

Tax Lab, Inc., a Southern California tax firm serving SMBs, wanted to simplify the painful process of bookkeeping and tax preparation for clients who often rely on bank statements and fragmented records. To address this, the company turned to Wizeline to help build ThynkBooks, a platform designed to download financial transactions, analyze and sort them, and align bookkeeping with tax return requirements.

Wizeline delivered ThynkBooks in six months, working through UX design, AI-powered transaction classification, platform development, Stripe integration, and product refinement. In initial testing, the software cut tax preparation time from 14 hours to just 20 minutes, and its AI was 92% accurate in classifying transactions, giving Tax Lab, Inc. a faster and more efficient way to serve SMBs.

Tax Lab, Inc.

Isai Cortez

Chief executive officer and founder