Yes, GoHighLevel can send intake into CrossLink Online. Connect GoHighLevel to SmartWiz once. Wizzy imports the clients you select, reads their submitted intake and uploaded documents, and builds a client profile you review. One-Click export enters the data into CrossLink Online, and you review side by side before filing.
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 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, document 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 export enters it into CrossLink Online in about 3–5 minutes (tax years 2025 and 2024), where you review side by side and file. It works exactly the same way it does with SmartWiz's other supported browser software. No GoHighLevel form? Drop the documents in directly.
Tax pros already using GoHighLevel like that their CRM, appointments, text reminders and intake forms are under one roof. If the form workflow is built, connecting it to SmartWiz takes the intake directly to entered returns instead of stopping at a CSV or a manual typing queue.
The workflow
- Connect GoHighLevel to SmartWiz. Direct integration, set up once.
- Clients fill out your intake form and upload their documents through your GoHighLevel workflow as they already do.
- In SmartWiz, select which submitted clients to import. Manual selection so only complete submissions come through.
- Wizzy processes each client's submission and documents and builds the profile, about 3–5 minutes each. You 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
How do I get GoHighLevel tax forms into CrossLink Online?
Connect GoHighLevel to SmartWiz. Wizzy reads the form data and uploaded documents, builds a client profile you review, and One-Click export fills the return in CrossLink Online. You review side by side and file.
Does this replace my GoHighLevel automations?
No. Whatever appointment reminders, follow-up sequences and pipeline workflows you have keep running. This adds the entry step that feeds CrossLink Online, so intake becomes a completed return instead of stopping at the form submission.
Can I still use GoHighLevel for CRM and scheduling if I add SmartWiz?
Yes. SmartWiz only reads intake submissions that you select for import. The rest of GoHighLevel — contacts, appointments, pipelines, text campaigns — works as before.
Do I need Zapier or webhooks?
No. SmartWiz connects directly to your GoHighLevel account through its native integration.
What if a client submits more than once?
Manual import gives you control. Pick which submission to import, and duplicates stay out of the client list until you decide.
Does SmartWiz file the return?
No. Wizzy handles the data entry. You review, finish and file the return in CrossLink Online yourself.
See it with your own GoHighLevel setup: book a demo at smartwiz.ai/demo.