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.
Which AI Tools Automate Data Entry Into TaxSlayer?
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, from W-2s to K-1s to state forms.
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