Preparers collecting client information through Cognito Forms can connect it directly to SmartWiz and turn submitted intake into completed data entry in TaxSlayer Pro Web. Wizzy imports the clients you select, reads their submitted information and uploaded documents, and enters the data into the return, with a side-by-side review before filing. The video below shows the setup and a full run.
Cognito Forms is popular with tax offices for a specific reason: conditional logic. A well-built intake form asks about dependents only if the client has them, shows self-employment questions only to self-employed clients, and collects document uploads in one pass. The result is clean, structured intake that then, in most offices, gets retyped by hand into the tax software. Connecting the form to the entry removes that last step.
The workflow
- Connect Cognito Forms to SmartWiz. Direct connection, set up once.
- Clients fill out your intake form and upload their documents as usual.
- In SmartWiz, select the submitted clients to import. Manual selection keeps incomplete submissions from coming through early.
- Wizzy processes each client's submission and documents and builds the profile, about two to three minutes each.
- Open the return in TaxSlayer Pro Web, run One-Click Return, review side by side, finish, and file yourself.
FAQ
Does my form design matter?
Your form keeps working as designed. The main thing that helps is collecting document uploads in the form, so each client's submission arrives with the documents Wizzy will read.
What comes through from the form itself versus the uploaded documents?
The client's submitted information and their uploaded documents both feed the profile. The side-by-side review shows you where each entered figure came from.
Can I keep using my form for things SmartWiz does not touch?
Yes. Engagement letters, consents, payment collection, whatever your form handles keeps working. SmartWiz uses the intake data and documents for the return.
What if a client submits twice or updates their submission?
You choose which submissions to import, so duplicates stay under your control. Adding a late document to an already-run return exports just the addition without using another credit.
Which version of TaxSlayer does this land in?
TaxSlayer Pro Web, the browser version.
See it with your own intake form: book a demo at smartwiz.ai/demo.