SmartWiz offers Drake Desktop through an early-access program. Because Drake Desktop is installed software, SmartWiz connects via the SmartWiz desktop app on Windows (not the browser extension). Wizzy reads client documents, builds the client profile, and enters data into supported Drake Desktop screens while you review before filing.
Early access includes white-glove onboarding: our team helps connect Drake Desktop with the SmartWiz desktop app and sets expectations for which forms are live today versus still on the roadmap.
How SmartWiz works with Drake Desktop
The workflow:
- Download and install the SmartWiz desktop app from smartwiz.ai/download on the Windows workstation where Drake Desktop runs.
- Complete early-access onboarding with SmartWiz so Drake Desktop and the desktop app are configured together.
- Client documents arrive as they do today: uploads, photos, scans, or organizers. JotForm, Cognito Forms, and GoHighLevel connect for intake on the browser side.
- Wizzy processes documents and builds the client profile, typically two to three minutes depending on document count.
- With Drake Desktop and the SmartWiz desktop app running, open the client's return and run One-Click Return for supported forms.
- Review against source documents, finish, and file in Drake Desktop. Wizzy does not e-file.
Forms supported in Drake Desktop today
- Main Information
- Personal Information
- ID Document
- Dependent Information
- W-2 Wage and Tax Statement
- W-2G Certain Gambling Winnings
- 1099-INT Interest Income
- 1099-DIV Dividends and Distributions
- 1099-R Distributions From Pensions
- 1099-NEC Nonemployee Compensation
- 1099-MISC Miscellaneous Income
- 1099-G Certain Government Payments
- 1098 Mortgage Interest Statement
- 1098-E Student Loan Interest
- 1099-SA HSA/MSA Distributions
- 1095-A Health Insurance Marketplace Statement
- Form 2441 Child and Dependent Care
Schedule C, brokerage (1099-B), K-1 pass-throughs, and additional forms are on the Drake Desktop early-access roadmap and are not fully supported yet.
Returns run in parallel where supported, and the same credit rules apply as elsewhere in SmartWiz: re-running the same return is free, a forgotten document can be added and exported alone, and only a separate tax year uses another credit.
FAQ
How is this different from the browser version of SmartWiz?
Same Wizzy document processing and review mindset. Delivery differs: browser software uses the SmartWiz browser experience; Drake Desktop uses the Windows desktop app because installed software is not reachable from a browser.
Is Drake Desktop fully supported like TaxSlayer or OLT Pro?
Not yet. Drake Desktop is early access with a growing form list. TaxSlayer Pro Web, Drake Online, and OLT Pro remain the primary browser integrations.
Where do I get the SmartWiz desktop app?
Download the Windows installer at smartwiz.ai/download. Early-access onboarding covers running it alongside Drake Desktop.
Which returns does it handle today?
Individual 1040 workflows limited to the active Drake Desktop form list above. See the supported forms page for the full matrix. Business returns (1065s and 1120s) are in development for next season.
Is my client data safe?
Yes. SmartWiz is SOC 2 compliant, client data is encrypted in transit and at rest, and SmartWiz does not train AI models on your client data. Details at smartwiz.ai/security.
We also use Drake Online for some preparers. Does that work too?
Yes. Drake Online is supported in the browser. See the Drake Online guide.
What does it cost?
Per-return pricing on annual plans, listed at smartwiz.ai/pricing.
See it on your own returns: book a demo at smartwiz.ai/demo.