The best client intake forms for CrossLink Online are the ones that already work for your practice and connect to SmartWiz. Jotform, Cognito Forms and GoHighLevel all feed SmartWiz. Wizzy reads the submitted intake and uploaded documents, builds a client profile you review, and One-Click export enters the data into CrossLink Online, where you review side by side and file. There is also a purpose-built SmartWiz organizer if you do not have a form yet.
What makes a good intake form
A good intake form collects the information CrossLink Online needs, asks clients to upload their source documents instead of transcribing them, and skips questions that do not apply. Forms like Jotform and Cognito Forms can show Schedule C questions only to self-employed clients, ask about dependents only if the client has them, and branch the form based on earlier answers. That keeps the form short and the intake clean.
The key is document upload. Clients can take a photo of their W-2 from their phone and upload it through the form. That is faster and more accurate than asking them to type every box. Wizzy reads the uploaded documents and builds the profile, so the form itself only needs to collect what the documents do not show: things like dependent details, direct deposit and business intake.
Supported intake tools
- Jotform: The most common choice for tax offices. Simple to build, works on mobile, collects uploads and submissions.
- Cognito Forms: Known for conditional logic. Shows or hides questions based on earlier answers, keeps forms short.
- GoHighLevel: A full CRM and marketing platform. Tax pros already using GoHighLevel for appointments and follow-up can add intake forms to the same system.
- SmartWiz organizer: A purpose-built tax organizer if you do not have a form yet. One link per client, collects intake and documents.
All of them connect to SmartWiz and feed CrossLink Online the same way. Pick the one that fits your practice.
The workflow
- Connect your intake form to SmartWiz. Direct integration for Jotform, Cognito Forms and GoHighLevel. SmartWiz organizer works without a connection.
- Clients fill out the form and upload their documents. One submission per client.
- In SmartWiz, import the submitted clients. Manual selection so incomplete submissions stay out.
- Wizzy reads the intake and uploaded documents and builds the client profile, about 3–5 minutes each. Review it and fix anything Wizzy flagged.
- In Chrome, open the client's return in CrossLink Online and run One-Click export from the SmartWiz Chrome extension. For a new client, Wizzy can create the client in CrossLink Online. Review side by side, finish and file yourself.
SmartWiz is an independent company and is not affiliated with CrossLink. CrossLink is a trademark of its owner.
FAQ
What is the best intake form for CrossLink Online?
The one that already works for your practice and connects to SmartWiz. Jotform, Cognito Forms and GoHighLevel all work. SmartWiz has a purpose-built organizer if you do not have one yet.
Do I have to use the SmartWiz organizer?
No. If you already have a working form, connect it to SmartWiz. The organizer exists for those who do not.
Can I keep using my form for engagement letters and payment collection?
Yes. SmartWiz only uses the intake data and uploaded documents. Whatever else the form does keeps working.
What if my intake form does not ask clients to upload documents?
Clients can drop documents directly into SmartWiz, or you can add a file upload field to the form. Document upload is what lets Wizzy read the W-2s and 1099s instead of relying on manual transcription.
Does the form have to match a specific format?
No. SmartWiz reads the submitted data and uploaded documents however the form delivers them.
Can I test my form before sending it to clients?
Yes. Fill out a test submission and import it into SmartWiz to see how Wizzy handles it.
See it with your own intake form: book a demo at smartwiz.ai/demo.