Tax offices using Jotform for client intake can connect it directly to SmartWiz and turn submissions into completed data entry in TaxSlayer Pro Web. The connection takes a few clicks, and from then on Wizzy imports the clients you select, reads their submissions and uploaded documents, and enters the data into the return, with a side-by-side review before filing. The video below walks through connecting an account and running a return.
Jotform is often the first automation a tax office ever sets up: a link clients can fill out from their phone, with document upload built in. It fixes intake and leaves entry untouched, which means the office still retypes everything the form so neatly collected. The direct connection to SmartWiz is what makes the form actually finish the job.
The workflow
- Connect Jotform to SmartWiz. It is a direct account connection done in a few clicks, one time.
- 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 does not come through half-finished.
- Wizzy processes each imported client's submission and documents, about two to three minutes each, with clients processing in parallel.
- Open the return in TaxSlayer Pro Web, run One-Click Return, review side by side, finish, and file yourself.
FAQ
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, your upload fields all stay the same. The change is on your side: submissions become entered returns instead of typing queues.
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.
Can I connect more than one form?
Your Jotform account connects to SmartWiz; you select which submitted clients to import. If you run separate forms for different client types, you stay in control of what comes through.
Which version of TaxSlayer does this land in?
TaxSlayer Pro Web, the browser version.
See it with your own Jotform: book a demo at smartwiz.ai/demo.