The main AI tool built to automate data entry into TaxSlayer Pro Web is SmartWiz. Its AI assistant, Wizzy, reads client tax documents, maps the data to the correct fields, and enters it directly into the return inside TaxSlayer. The preparer reviews everything side by side before filing. Data entry stops being typing and becomes review, and a return that used to take most of an hour to key typically takes under five minutes of hands-on time.
Most offices attack data entry with some mix of keying it by hand, running documents through a generic OCR tool, or outsourcing the typing. Hand keying caps how many returns an office can produce in a season. OCR pulls numbers out of a document but not into TaxSlayer, which is where the time actually goes. Outsourced keying hands your client data to more people and everything still gets typed. SmartWiz closes the gap all three leave open: the entry itself, done inside TaxSlayer.
How SmartWiz works with TaxSlayer Pro Web
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 TaxSlayer Pro Web it works directly inside the return you already have open in your browser.
The workflow:
- Client documents come in the way they already do. W-2s, 1099s, organizers, as PDFs, photos, or scans. SmartWiz also connects directly to intake tools including JotForm, Cognito Forms, and GoHighLevel.
- Wizzy processes the documents and builds the client profile. This takes about two to three minutes depending on how many documents you upload.
- Open the client's return in TaxSlayer Pro Web and run One-Click Return. Wizzy enters the data into the return fields, and creates the client profile in TaxSlayer for new clients.
- Review side by side. Wizzy shows the entered data next to the source documents so you can verify every figure in minutes. Anything it was not confident about is flagged for you to check first.
- Finish and file the return in TaxSlayer the way you always do. Wizzy does not e-file. You make every judgment call and you file the return.
Returns also run in parallel. Queue up several clients, step away, and come back to the entry finished on all of them.
If a client sends a corrected W-2 or a form they forgot, you can add just that document and export the addition without redoing the return, and re-running the same return does not use another credit.
How much time this actually saves
Preparers commonly report spending 45 minutes or more keying a standard individual return by hand, longer with a Schedule C or a stack of 1099s. With Wizzy doing the entry, a return typically takes under five minutes of hands-on time, most of it review. Here is what a preparer's day looks like running returns this way:
FAQ
Does SmartWiz work with TaxSlayer Pro desktop?
Not today on TaxSlayer Desktop. SmartWiz works with TaxSlayer Pro Web in the browser. Drake Desktop is available through early access and the SmartWiz desktop app.
Do I need to change how I collect client documents?
No. Whatever produces a readable document works: uploads, photos, or scans. JotForm, Cognito Forms, and GoHighLevel connect directly. Documents from other tools, like TaxesToGo or TaxDome, work by saving them out and dropping them into SmartWiz.
What if Wizzy reads something wrong?
Uncertain entries are flagged, and every return gets a side-by-side review against the source documents before you file. You verify the data the same way you would check work from a staff member, 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.
Which returns does it handle?
Individual 1040 federal and state returns in all 50 states, including Schedule C, capital gains, K-1s, Schedule B, and 1099 income. Business returns (1065s and 1120s) are in development for next season.
Does Wizzy file the return?
No. Wizzy handles the data entry. You review, you finish the return, and you file it in TaxSlayer.
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.