Yes, you can get Jotform intake into CrossLink Online without retyping it. Connect Jotform to SmartWiz once. Wizzy then imports the clients you select, reads their submissions 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 and file.
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 Jotform submission? Drop the documents in directly.
How do I get Jotform data into CrossLink Online?
Connect Jotform to SmartWiz through its native Jotform integration. Wizzy reads submissions and uploads from your Jotform account and builds the client profile, and One-Click export fills the return in CrossLink Online. You review side by side before filing.
Jotform is often the first automation a tax office sets up: a link clients fill out from their phone, with document upload built in. That fixes intake but not entry, so the office still retypes everything the form collected. Connecting Jotform to SmartWiz is what gets that data into the return.
The workflow
- Connect Jotform to SmartWiz. A direct account connection, done once in a few clicks.
- Clients fill out your Jotform and upload documents as they already do.
- In SmartWiz, select the submitted clients to import. Import is manual by design, so a client who is still mid-submission doesn't come through half-finished.
- Wizzy processes each client's submission and documents , about 3–5 minutes each, with clients processing in parallel. Review the profile 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 Jotform data into CrossLink Online?
Connect Jotform to SmartWiz through the native integration. Wizzy reads submissions and uploads from your Jotform account, builds a client profile you review, and One-Click export fills the return in CrossLink Online. You review side by side before filing.
Do I need Zapier or webhooks to connect Jotform to CrossLink Online?
No. SmartWiz connects to your Jotform account directly, and Wizzy handles the entry into CrossLink Online. There are no Zaps, webhooks or CSV column mapping to build.
How long does the connection take to set up?
A few clicks to authorize your Jotform account, done once. After that, importing clients is a selection, not a setup.
Do clients need to do anything differently?
No. Your form link, your questions and your upload fields all stay the same. The change is on your side: submissions become entered returns instead of a typing queue.
Why do I select clients manually instead of everything importing automatically?
Control. Submissions arrive in every state of completeness, and manual selection means only finished intake becomes a client profile.
What if a client sends a document after I've run their return?
Add it to the client. Adding a forgotten document does not use another credit. One credit unlocks a client, re-running that client is free, and only a separate tax year uses another credit.
Does SmartWiz file the return?
No. Wizzy does the data entry. You review, finish and file the return in CrossLink Online yourself.
See it with your own Jotform: book a demo at smartwiz.ai/demo.