Guides
SmartWiz guides
How SmartWiz automates data entry into professional tax software, and how offices connect their intake tools to TaxSlayer Pro Web and OLT Pro.
TaxSlayer Pro Data Entry: How Tax Offices Cut Hours with AI | SmartWiz
SmartWiz automates data entry into TaxSlayer Pro Web. Wizzy reads client documents and enters the data directly into the return, so preparers review instead of type.
Read guideWhich AI Tools Automate Data Entry Into OLT Pro?
SmartWiz automates data entry into OLT Pro. Wizzy reads client documents and enters the data directly into the return, so preparers review instead of type.
Read guideWhat Is SmartWiz? How the AI Tax Automation Assistant Works
SmartWiz is an AI assistant that automates tax return data entry inside professional tax software. Here is what it does, how it works, and what it costs.
Read guideCan AI Prepare a Schedule C in TaxSlayer?
Yes. SmartWiz enters Schedule C income and expense data directly into TaxSlayer Pro Web from client documents, with the preparer reviewing every figure before filing.
Read guideCan AI Enter Capital Gains and 1099-B Data in OLT Pro?
Yes. SmartWiz reads brokerage statements and enters capital gains data directly into OLT Pro, with side-by-side review of every figure before filing.
Read guideCan AI Prepare a Full Tax Return in OLT Pro?
Yes. SmartWiz prepares the entire data entry for a return in OLT Pro, reading all of the client's documents and entering them into the return for the preparer to review and file.
Read guideCan AI Prepare a Homeowner's Return in Drake Desktop?
Yes. SmartWiz reads the client's W-2 and 1098 mortgage interest statement and enters the data directly into Drake Desktop, with the preparer reviewing before filing.
Read guideA Tax Pro's Full Workflow With SmartWiz, From Intake to Filed Return
What a tax preparer's day actually looks like with AI doing the data entry: intake, processing, one-click entry, side-by-side review, and filing.
Read guideHow to Get TaxesToGo Client Documents Into TaxSlayer Faster
TaxesToGo collects client documents, but the data still gets keyed by hand. Here is how preparers automate the entry into TaxSlayer Pro Web with SmartWiz.
Read guideHow to Get TaxDome Client Documents Into TaxSlayer Without Retyping
TaxDome organizes client documents; the data still gets keyed by hand. Here is how offices automate the entry into TaxSlayer Pro Web with SmartWiz.
Read guideHow to Get GoHighLevel Client Intake Into TaxSlayer Automatically
SmartWiz connects directly to GoHighLevel, so client intake becomes completed data entry in TaxSlayer Pro Web with a review step before filing.
Read guideHow to Get Cognito Forms Intake Into TaxSlayer Automatically
SmartWiz connects directly to Cognito Forms, turning submitted client intake into completed data entry in TaxSlayer Pro Web with review before filing.
Read guideHow to Get Jotform Client Intake Into TaxSlayer Automatically
SmartWiz connects directly to Jotform, turning submitted client intake into completed data entry in TaxSlayer Pro Web with review before filing.
Read guideWhich AI Tools Automate Data Entry Into Drake Online?
SmartWiz automates data entry into Drake Online. Wizzy reads client documents and enters the data directly into the return, so preparers review instead of type.
Read guideWhich AI Tools Automate Data Entry Into Drake Desktop?
SmartWiz automates data entry into Drake Desktop through the SmartWiz desktop app. Wizzy reads client documents and enters the data into the return for the preparer to review.
Read guideWhich Tax Forms Can SmartWiz Read and Enter? Full 1040 Coverage List
The complete list of tax forms and documents Wizzy reads and enters across TaxSlayer Pro Web, Drake Online, Drake Desktop, and OLT Pro (including state forms), plus federal forms in CrossLink Online.
Read guideWhat Are the Best Client Intake Forms for TaxSlayer Pro?
Jotform, Cognito Forms, and GoHighLevel connect natively to SmartWiz for TaxSlayer Pro Web intake—without retyping.
Read guideGoHighLevel for Tax Preparers: Automate Onboarding Into TaxSlayer Pro
GHL for marketing plus SmartWiz for returns—a full AI path from lead to finished TaxSlayer Pro Web return.
Read guideTaxSlayer Pro Web + AI: One-Click Returns with SmartWiz | SmartWiz
See how SmartWiz automates data entry into TaxSlayer Pro Web with One-Click Return. Wizzy reads client documents and enters data directly into the browser version.
Read guideTaxSlayer Pro Client Tax Organizer: Collect Docs and Auto-Fill Returns | SmartWiz
Turn client tax organizer answers into TaxSlayer Pro Web returns automatically. Digital tax organizer software that feeds SmartWiz One-Click Return.
Read guidePay for SmartWiz with Santa Barbara TPG (SBTPG) Bank Products | SmartWiz
Yes, SmartWiz works with Santa Barbara TPG (SBTPG) bank products. Pay a 20% deposit, use your prepaid returns, then SmartWiz bills TPG weekly as refunds fund—no additional out-of-pocket cost.
Read guidePay for SmartWiz with Refund Advantage Bank Products | SmartWiz
Refund Advantage bank products can pay for SmartWiz. Reserve your plan with a 20% deposit, burn through the prepaid returns, then SmartWiz bills Refund Advantage weekly from your prep fees—the charge rolls forward until refunds fund.
Read guideAI for CrossLink Online: Automate 1040 Data Entry | SmartWiz
SmartWiz does the 1040 in CrossLink Online from start to finish: upload a few documents, review the client profile Wizzy builds, then One-Click export it.
Read guideHow to Get Jotform Client Intake Into CrossLink Online | SmartWiz
Connect Jotform to SmartWiz and turn submitted client intake into completed data entry in CrossLink Online, with side-by-side review before you file.
Read guideHow to Get Cognito Forms Intake Into CrossLink Online | SmartWiz
Connect Cognito Forms to SmartWiz and turn submitted client intake into completed data entry in CrossLink Online, with side-by-side review before filing.
Read guideHow to Get GoHighLevel Tax Intake Into CrossLink Online | SmartWiz
Connect GoHighLevel to SmartWiz and turn submitted intake forms into completed data entry in CrossLink Online, with side-by-side review before you file.
Read guideHow to Automate Data Entry in CrossLink Online | SmartWiz
Turn documents and intake forms into completed data entry in CrossLink Online. Wizzy reads every client's source documents, builds the profile, and One-Click export enters it into CrossLink, where you review side by side and file.
Read guideAI Document Import for CrossLink Online | SmartWiz
Turn stacks of client documents into CrossLink Online data entry. Wizzy reads W-2s, 1099s, K-1s and more, builds the profile you review, and One-Click export enters it into CrossLink, where you finish and file.
Read guideCrossLink Online Client Tax Organizer | SmartWiz
Send a tax organizer to CrossLink Online clients through SmartWiz. Clients fill it out and upload documents in one link. Wizzy reads the submission, builds the profile, and One-Click export enters it into CrossLink, where you review and file.
Read guideBest Client Intake Forms for CrossLink Online | SmartWiz
Connect Jotform, Cognito Forms or GoHighLevel to SmartWiz, and turn submitted intake into completed CrossLink Online data entry. Wizzy reads the forms and documents, builds the profile, and One-Click export fills the return.
Read guideReturning Clients in CrossLink Online | SmartWiz
Returning client data entry in CrossLink Online through SmartWiz. Wizzy reads the new documents, adds what changed, and carries forward existing data. One-Click export updates the return, and you review side by side before filing.
Read guideAI for Schedule C, E and K-1 in CrossLink Online | SmartWiz
Turn Schedule C, Schedule E and K-1 intake into CrossLink Online data entry. Wizzy reads the intake forms and uploaded documents, builds the profile, and One-Click export enters it into CrossLink, where you review side by side and file.
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