Yes, SmartWiz works with CrossLink Online, and it does the 1040 from start to finish. Upload a couple of your client's documents. Wizzy, SmartWiz's AI assistant, reads them and builds a client profile for you to review. Then One-Click export fills the return in CrossLink Online for you, from the SmartWiz Chrome extension. You review side by side with the source documents and file the return yourself. Wizzy never files a return.
SmartWiz has supported 2,000+ tax pros and processed 500,000+ documents. It works with CrossLink Online, the browser version, for individual 1040 returns in tax years 2025 and 2024. CrossLink Desktop is not supported.
What AI works with CrossLink Online?
SmartWiz works with CrossLink Online. Wizzy reads W-2s, 1099s and K-1s, plus Schedule C and Schedule E intake forms, and builds a client profile you review and edit. It flags mismatches before export. Then One-Click export enters the data into CrossLink Online through the SmartWiz Chrome extension, and for a new client Wizzy can create the client in CrossLink Online too. You review side by side and file.
The 1040, start to finish, in three steps
- Upload a couple of documents. Drop in a client's W-2s, 1099s and other documents however you have them, or let them arrive through your organizer, Jotform, Cognito Forms or GoHighLevel.
- Review the profile Wizzy builds. Wizzy reads every page and builds the client profile: personal details, dependents, income and more. You check it and edit anything before export.
- One-Click export it. One-Click export fills the return in CrossLink Online for you. Then you review it side by side and file.
The rest of this guide walks through each step in detail.
How SmartWiz works with CrossLink Online
1. Documents come in, however you collect them
All of these intake paths lead to the same client profile:
- Upload directly: one combined PDF with everything on it, or a stack of separate files (PDFs, photos, scans, Excel or CSV).
- SmartWiz intake forms and client organizers, with a white-labeled client portal your clients use from their phone or laptop.
- Jotform, Cognito Forms or GoHighLevel: connect your account once, then select the submitted clients to import. Guides: Jotform to CrossLink Online, Cognito Forms to CrossLink Online, GoHighLevel to CrossLink Online.
2. Wizzy reads, splits, sorts and renames every document
Wizzy reads every page. It splits a combined PDF into individual documents and keeps the original intact. Each file is renamed by taxpayer, document type, issuer and tax year, and different tax years stay separate.
3. Wizzy builds a client profile you review
Wizzy builds the profile: SSN, address, direct deposit, dependents, businesses and income. You review and edit every detail before anything goes into CrossLink Online. Wizzy never makes up information. If it doesn't know something, it pauses and waits for you.
4. Wizzy flags mismatches before export
Before export, Wizzy flags things you may want to fix. For example, if the address on a W-2 differs from the driver's license, you pick the right one before export.
5. One-Click export into CrossLink Online
Log into CrossLink Online in Chrome and open the client's return the way you normally would. For a new client, Wizzy can create the client in CrossLink Online during this step. Then run One-Click export from the SmartWiz Chrome extension. Wizzy enters the data into the return: client details, W-2 income and withholding, 1099 income, dependents, deductions, capital gains, K-1s, and Schedule C and Schedule E information. Processing takes about 3–5 minutes per client, longer for clients with many documents, and clients process in parallel, so you can queue several. To see the export step itself, watch the short screen recording in How to automate data entry in CrossLink Online.
Returning clients: when a client's information is carried forward in CrossLink Online, Wizzy never overwrites the existing data. It only adds the new information.
6. Review side by side, then you file
Review the entered data next to the source documents, make your final judgment calls, and file the return in CrossLink Online yourself. CrossLink Online still calculates the return the way it always does. Wizzy does the typing, not the tax advice.
What does One-Click export fill in CrossLink Online?
One-Click export covers the same forms in CrossLink Online as it does in SmartWiz's other supported browser software:
- Client details: name, SSN, address, direct deposit
- Dependents
- W-2 income and withholding
- 1099 income
- Capital gains
- Deductions
- K-1s
- Schedule C and Schedule E information from your intake forms and organizers
Tax years: 2025 and 2024. Individual 1040 returns only. For the full list, see Which tax forms can SmartWiz read and enter?
How long does it take?
Wizzy processes each client in about 3–5 minutes, longer for clients with many documents. Your hands-on time goes to review instead of typing, because reviewing is far faster than preparing.
How SmartWiz pricing works
SmartWiz is pay as you go: you pay based on actual usage. It is not a payment plan or financing.
- One credit unlocks a client. Re-running that client is free.
- Forgotten documents don't cost another credit. If a client sends a document late, adding it does not use another credit. Only a separate tax year uses another credit.
- No seat or per-preparer fees, no setup fees, and unlimited team members.
Current prices are on the pricing page.
Is client data safe?
SmartWiz is audited to SOC 2 Type I. Client data is encrypted in transit and at rest and stored on AWS, and SmartWiz never trains AI on your client data. A security one-pager is available for your WISP. Details: Security.
SmartWiz is an independent company and is not affiliated with CrossLink. CrossLink is a trademark of its owner.
FAQ
What AI works with CrossLink Online?
SmartWiz works with CrossLink Online. Its AI assistant, Wizzy, reads client documents such as W-2s, 1099s and K-1s, builds a client profile you review, and enters the data into CrossLink Online with One-Click export. You review side by side and file the return yourself.
Can SmartWiz do the whole 1040 in CrossLink Online?
Yes, from start to finish. Upload a couple of documents, review the client profile Wizzy builds, and One-Click export fills the return in CrossLink Online for you. You review side by side and file.
Does SmartWiz work with CrossLink Desktop?
No. SmartWiz works only with CrossLink Online, the browser version. CrossLink Desktop is not supported.
Do I need a specific browser for CrossLink Online?
Yes, Google Chrome. SmartWiz runs as a Chrome extension alongside CrossLink Online, and One-Click export runs from that extension.
Can Wizzy create a new client in CrossLink Online?
Yes. For a new client, Wizzy can create the client in CrossLink Online when you run One-Click export. For returning clients, it adds the new information to the existing return.
Which tax years does SmartWiz support in CrossLink Online?
Tax years 2025 and 2024.
Does SmartWiz file the return in CrossLink Online?
No. Wizzy handles the data entry. You review, finish and file the return in CrossLink Online yourself. Wizzy never files a return.
What happens with returning clients whose data is carried forward?
Wizzy never overwrites carried-forward data. It only adds the new information from this year's documents, and you review it before filing.
Can I upload one big PDF?
Yes. Upload one combined PDF or many separate files. Wizzy splits the combined PDF into individual documents, keeps the original intact, and sorts and renames each one by taxpayer, document type, issuer and tax year.
Do I need Jotform, Cognito Forms or GoHighLevel to use SmartWiz with CrossLink Online?
No. They are one path among several. You can upload documents directly, use SmartWiz intake forms and client organizers, or connect Jotform, Cognito Forms or GoHighLevel. Every path leads to the same client profile review and One-Click export.
Which forms does One-Click export fill in CrossLink Online?
Client details, dependents, W-2 income and withholding, 1099 income, capital gains, deductions, K-1s, and Schedule C and Schedule E information, for individual 1040 returns.
How long does processing take?
About 3–5 minutes per client, longer for clients with many documents. Several clients can process in parallel.
Does processing use a credit every time?
One credit unlocks a client. Re-running that client is free, and adding a forgotten document does not use another credit. Only a separate tax year uses another credit. Prices are on smartwiz.ai/pricing.
To get started, select CrossLink Online as your tax software when you sign up, or see it on your own CrossLink Online returns first: book a demo at smartwiz.ai/demo.