The main AI tool built to automate data entry into Drake Online is SmartWiz. Its AI assistant, Wizzy, reads client tax documents, builds the client profile, and enters the data directly into the return inside Drake Online, with the preparer reviewing everything side by side before filing. A return that takes most of an hour to key by hand typically takes under five minutes of hands-on time.
Offices that moved to Drake Online chose the cloud for a reason: work from anywhere, no server to maintain, returns in the browser. What the move to the cloud did not change is the keyboard. Client documents still arrive as PDFs and photos, and someone still types every figure into the return. Generic OCR tools read the documents but stop before the part that takes the time, and outsourced keying adds hands and turnaround. SmartWiz automates the entry itself, inside Drake Online.
How SmartWiz works with Drake Online
SmartWiz is an AI assistant that automates tax return data entry inside professional tax software, including TaxSlayer Pro Web, Drake Online, and OLT Pro, plus Drake Desktop early access through the SmartWiz desktop app. Because Drake Online runs in the browser, SmartWiz works directly inside the return you already have open.
The workflow:
- Client documents come in however they already do: uploads, photos, scans, or organizers. JotForm, Cognito Forms, and GoHighLevel connect directly for intake.
- Wizzy processes the documents and builds the client profile, about two to three minutes depending on document count.
- Open the client's return in Drake Online and run One-Click Return. Wizzy enters the data into the return fields.
- Review side by side. Every entered figure sits next to its source document, and anything Wizzy was not confident about is flagged for you first.
- Finish and file in Drake Online the way you always do. Wizzy does not e-file; you review and you file.
Returns run in parallel, so you can queue several clients and come back to finished entry on all of them. If a client sends a forgotten form later, add just that document and export the addition; re-running the same return does not use another credit.
FAQ
Does SmartWiz work with Drake Desktop too?
Yes, through Drake Desktop early access and the SmartWiz desktop app. See the Drake Desktop guide for current form coverage. This page covers Drake Online in the browser.
Which returns does it handle in Drake Online?
Individual 1040 federal and state returns in all 50 states, including Schedule C, capital gains, K-1s, Schedule B, and 1099 income. The full list is on the supported forms page. Business returns (1065s and 1120s) are in development for next season.
What if Wizzy reads something wrong?
Uncertain entries are flagged, and every return gets the side-by-side review against source documents before you file. You verify the data the way you would check a staff member's work, in a fraction of the time.
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.
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.