Tax offices running client intake through GoHighLevel can connect it directly to SmartWiz and turn intake submissions into completed data entry in TaxSlayer Pro Web. Wizzy imports the clients you select, reads their documents, and enters the data into the return, with a side-by-side review before filing. Intake stays in GoHighLevel; the retyping disappears. The video below walks through the connection and a full run.
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. Clients who skip the form? Upload their documents directly.
GoHighLevel offices are usually the most marketing-forward shops in the industry: funnels, pipelines, automated follow-up, often running tax as one of several service lines. The irony is that an office this automated on the front end typically still keys every return by hand on the back end. Connecting intake to entry closes that loop.
The workflow
- Connect GoHighLevel to SmartWiz. It is a direct connection, set up once.
- Clients come through your GoHighLevel funnels and forms as usual, uploading their documents in your intake flow.
- In SmartWiz, select the clients to import. Import is deliberately manual so half-finished submissions do not come through before the client is done.
- Wizzy processes each imported client's documents and builds their profile, about 3–5 minutes each, and clients process in parallel.
- Open each return in TaxSlayer Pro Web, run One-Click Return, review side by side, finish, and file yourself.
SmartWiz is available in the GoHighLevel App Marketplace as "Smartwiz Import" — you can search "Smartwiz Import" in HighLevel's App Marketplace to install and authorize the connection once.
FAQ
Is this a real integration or an export workaround?
A direct connection. GoHighLevel is one of SmartWiz's native intake integrations, alongside JotForm and Cognito Forms.
Why is the client import manual?
So you control what comes through. Intake submissions arrive in every state of completeness; selecting clients yourself prevents importing someone who is still mid-upload.
Does this work with my existing GHL workflows and pipelines?
Yes. Your funnels, automations, and pipelines keep running as they are. SmartWiz picks up after intake is complete.
We run multiple service lines in GHL. Does that matter?
No. You choose which clients to import into SmartWiz, so tax clients come through and everything else stays where it is.
Which version of TaxSlayer does this land in?
TaxSlayer Pro Web, the browser version.
Does processing use a credit every time?
One credit unlocks a client. Re-running that client is free, and adding a forgotten document does not use another credit. Only a separate tax year uses another credit.
See it with your own GHL account: book a demo at smartwiz.ai/demo.