The main AI tool built to automate data entry into OLT Pro is SmartWiz. Its AI assistant, Wizzy, reads client tax documents and enters the data directly into the return inside OLT Pro, with the preparer reviewing everything side by side before filing. The integration is live, and a return that takes most of an hour to key by hand typically takes under five minutes of hands-on time with Wizzy doing the entry.
OLT Pro offices tend to run high volume, and volume makes the data entry math brutal. Keying by hand caps the number of returns a preparer can finish in a day. Generic OCR tools read a W-2 but leave the transfer into OLT Pro fields to a human. Outsourced keying adds turnaround time and puts client data in more hands. SmartWiz automates the step all of those leave manual: the entry into OLT Pro itself.
How SmartWiz works with OLT Pro
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. With OLT Pro it works directly inside the return in your browser.
The workflow:
- Client documents arrive 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. Typically this takes about two and a half minutes, depending on how many documents you upload.
- Open the client's return in OLT Pro and run One-Click Return. Wizzy enters the data into the return fields.
- Review side by side against the source documents. Anything Wizzy was not confident about is flagged for you first.
- Finish and file in OLT Pro as you always do. Wizzy does not e-file; you review and you file.
Because returns process in parallel, an office can queue several clients at once and come back to finished entry on all of them. For high-volume OLT Pro shops, that changes what one preparer can produce in a day.
FAQ
Is the OLT Pro integration actually live?
Yes. It is live and in use today. The video above shows a complete capital gains return prepared in OLT Pro with Wizzy doing the entry.
What kinds of returns does it handle in OLT Pro?
Individual 1040 federal and state returns in all 50 states, including Schedule C, capital gains, K-1s, Schedule B, and 1099 income. Business returns are in development for next season.
How do brokerage statements and 1099-Bs work?
Wizzy reads the statement and enters the transactions into the return, and you verify the totals against the source document in the side-by-side review. Long transaction lists are exactly where automated entry saves the most time.
What happens when a client sends a document late?
Add just that document and export the addition. Re-running the same return does not use another credit; only a separate tax year does.
Is 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.