If you’ve ever felt like your team spends more time typing data than actually preparing returns, you’re not alone.
The reality is simple: manual input is one of the biggest bottlenecks in tax preparation workflows. It slows down turnaround, increases errors, and makes scaling your practice feel impossible without adding headcount.
That’s where automation changes everything.
The Pain Point: Manual Data Entry in Your Tax Software
Every busy season, firms run into the same challenges:
- Re-entering W-2s, 1099s, and IDs by hand → hours wasted.
- Correcting typos or mismatched entries → costly rework and IRS rejections.
- Team bottlenecks → one return stalls, and everything behind it slows down.
This manual grind doesn’t just frustrate staff. It limits your firm’s ability to grow.
The Wizzy Fix: Data Entry Automation
What if you could cut out the most repetitive part of your workflow? With using Wizzy with your tax software, you can.
✨ Automate Client Creation – You upload your clients’ tax organizer, W-2s, 1099s, receipts, or IDs and Wizzy will automatically pull the information from your documents.
✨ One-Click Return in Your Tax Software – With a single click, Wizzy pushes the data directly into your tax software, creating a draft return instantly.
No more typing line after line. No more chasing errors. Just faster, cleaner returns ready to review.
The Results: More Returns, Same Team
By removing manual input, firms using SmartWiz report:
- Hours saved per return
- Fewer mistakes and rejections
- Happier clients with faster turnaround
- Capacity to serve more clients without hiring additional staff
In other words, you get more done without burning out your team or blowing up payroll.
The Takeaway
You have the tax platform. SmartWiz gives you the speed.
Together, they create a streamlined workflow that takes you from document upload → data extraction → one-click return in minutes, not hours.
Ready to see how SmartWiz can transform your tax season? Get started today and discover your tax AI assistant that frees up your time to grow.
