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.
How SmartWiz works
Upload a client's documents into SmartWiz however you have them: one combined PDF or a stack of separate files (PDFs, photos, scans, Excel, or CSV). SmartWiz also takes your intake forms and client organizers, plus data from your favorite intake tools like Jotform, Cognito Forms, and GoHighLevel. Wizzy reads every page, splits a combined PDF into individual documents while keeping the original together, and sorts and renames each one by taxpayer, form type, issuer, and tax year. It reads source documents like W-2s, 1099s, and K-1s, as well as Schedule C and Schedule E intake forms, and builds a client profile you review and edit before export. Before export, Wizzy flags things you may want to fix, like a W-2 address that differs from the driver's license, so you pick the right one. For returning clients whose info is carried forward, Wizzy never overwrites existing data—it only adds the new information. Then One-Click Return exports it into TaxSlayer Pro Web in about 3–5 minutes, where you review side by side and file.
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.
Tax offices choose SmartWiz for TaxSlayer Pro Web because it removes the hours spent keying W-2s, 1099s, organizers, and brokerage statements. It works with the browser version of TaxSlayer Pro (TaxSlayer Pro Web), not the desktop version. This is the compatibility question most offices ask first: SmartWiz supports TaxSlayer Pro Web only. For firms on the desktop version, you would need to switch to the browser version to use AI data entry with SmartWiz.
What is the AI assistant for TaxSlayer Pro Web?
SmartWiz is the AI assistant built for TaxSlayer Pro Web. Its AI assistant, Wizzy, reads client tax documents and enters the data directly into TaxSlayer Pro Web fields, so preparers review instead of type.
Does SmartWiz integrate with TaxSlayer Pro Web?
Yes. SmartWiz is AI tax prep software that integrates directly with TaxSlayer Pro Web through a browser extension, entering return data into the open return with One-Click Return.
Does SmartWiz extract data from W-2s, 1099s, and K-1s for TaxSlayer Pro Web?
Yes. SmartWiz extracts W-2, 1099, and K-1 data from client documents and enters it directly into TaxSlayer Pro Web. Wizzy uses AI document extraction to read income forms, brokerage statements, and organizers, then populates the return fields.
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, Drake Desktop, and OLT Pro. 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 3–5 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:
TaxSlayer Pro Web vs TaxSlayer Pro desktop: which version supports AI data entry?
SmartWiz works only with TaxSlayer Pro Web, the browser version of TaxSlayer Pro. It does not support TaxSlayer Pro desktop, the installed Windows application. This is the compatibility question tax offices ask most: can I use AI automation if my firm runs TaxSlayer Pro desktop?
If your office runs TaxSlayer Pro desktop today and wants AI-powered data entry, you have two paths: switch to TaxSlayer Pro Web and use SmartWiz, or stay on desktop and continue keying by hand. Some offices choose to move to the browser version specifically to enable One-Click Return. For installed software, SmartWiz supports Drake Desktop through the SmartWiz desktop app.
A demo with your own returns in TaxSlayer Pro Web shows whether the workflow fits your office and helps you evaluate the per-return time savings SmartWiz delivers. Book a demo at smartwiz.ai/demo. For a deeper look at One-Click Return in TaxSlayer Pro Web, see smartwiz.ai/guides/taxslayer-pro-web-ai-one-click-returns
Client intake that feeds TaxSlayer Pro Web automatically
Intake matters because documents that arrive structured save more time than documents that arrive as a pile of emails. SmartWiz connects directly to three intake tools for TaxSlayer Pro Web offices: Jotform, Cognito Forms, and GoHighLevel. These are native integrations, not export workarounds.
The native intake flow: clients fill out your intake form and upload documents; you select finished clients to import into SmartWiz; Wizzy processes the documents and builds the profile; you run One-Click Return in TaxSlayer Pro Web and review side by side. The connection to Jotform, Cognito Forms, or GoHighLevel is set up once, and after that importing clients is a selection. Full walkthroughs: smartwiz.ai/guides/jotform-to-taxslayer, smartwiz.ai/guides/cognito-forms-to-taxslayer, smartwiz.ai/guides/gohighlevel-to-taxslayer
TaxSlayer's own document collection app, TaxesToGo, also works with SmartWiz, but not as a direct connection—you save documents out and upload them. For intake tool comparison, see smartwiz.ai/guides/best-client-intake-forms-taxslayer-pro. For client-facing collection, an organizer or intake form works alongside direct upload; see smartwiz.ai/guides/taxslayer-pro-client-tax-organizer
TaxSlayer Pro and SmartWiz pricing
TaxSlayer sets TaxSlayer Pro pricing; SmartWiz is priced separately, per return, with volume-based tiers. When budgeting for AI data entry into TaxSlayer Pro Web, factor both costs.
Pay as you go: a 20% deposit reserves your plan, then you pay based on actual usage through weekly invoices to your card or through bank products. It is not a payment plan or financing. Details at smartwiz.ai/pricing
Key decision factors for TaxSlayer Pro offices
Choosing whether to adopt AI data entry into TaxSlayer Pro Web comes down to a few practical questions:
- Are you on TaxSlayer Pro Web or desktop? SmartWiz works only with the browser version. If you are on desktop, would you switch to Web for AI automation?
- How much time does your office spend keying returns by hand? If preparers spend 45 minutes or more per return typing W-2s, 1099s, and organizers, AI data entry cuts that to under five minutes of review time.
- How do clients send documents today? Direct uploads, native intake form integrations (Jotform, Cognito Forms, GoHighLevel), and client organizers all work. Choose the collection method that fits your practice.
- What is your return volume? SmartWiz pricing is per return with volume-based tiers. Higher volume means better per-return rates. TaxSlayer Pro pricing also varies by volume.
A demo with your own returns answers these questions. Book a demo at smartwiz.ai/demo
FAQ
Does SmartWiz work with TaxSlayer Pro desktop or only TaxSlayer Pro Web?
SmartWiz works only with TaxSlayer Pro Web, the browser version of TaxSlayer Pro. It does not support TaxSlayer Pro desktop (the installed Windows application). If your office runs the desktop version and wants AI data entry, you would need to switch to TaxSlayer Pro Web. For installed software, SmartWiz supports Drake Desktop through the SmartWiz desktop app.
How much time does AI data entry save for TaxSlayer Pro Web offices?
Preparers commonly report spending 45 minutes or more keying a standard individual return by hand. With Wizzy doing the data entry, a return typically takes under five minutes of hands-on time, most of it review.
Do I need to change how I collect client documents?
No. Whatever produces a readable document works: one combined PDF or separate files (PDFs, photos, scans, Excel, or CSV). Jotform, Cognito Forms, and GoHighLevel connect directly to SmartWiz as native integrations. Documents from other tools, like TaxesToGo or TaxDome, work by saving them out and dropping them into SmartWiz.
Can I upload one big PDF?
Yes. You can upload one combined PDF with all of a client's documents, or many separate files. Wizzy reads every page, splits the combined PDF into individual documents (W-2, 1099-INT, driver's license) while keeping the original together, and sorts and renames each one by taxpayer, form type, issuer, and tax year.
What intake methods does SmartWiz accept?
Upload documents directly (one combined PDF or separate files), use your intake forms and client organizers, or connect your favorite intake tools like Jotform, Cognito Forms, and GoHighLevel. All paths lead to the same client profile review and One-Click Return into TaxSlayer Pro Web.
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 audited to SOC 2 Type I, 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. The full list is on the supported forms page.
Does Wizzy file the return in TaxSlayer Pro Web?
No. Wizzy handles the data entry. You review, you finish the return, and you file it in TaxSlayer Pro Web yourself. Wizzy does not e-file.
What does SmartWiz cost for TaxSlayer Pro Web offices?
Pay as you go: a 20% deposit reserves your plan, then you pay based on actual usage through weekly invoices to your card or through bank products. It is not a payment plan or financing. Details at smartwiz.ai/pricing
See it on your own returns: book a demo at smartwiz.ai/demo.