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.
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. No Jotform submission? Drop the documents in directly.
How do I get Jotform data into TaxSlayer Pro?
Connect Jotform to SmartWiz through the native integration: Wizzy reads submissions and uploads from your Jotform account, and One-Click Return fills the return in TaxSlayer Pro Web. The preparer reviews side by side before filing.
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 3–5 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 do I get Jotform data into TaxSlayer Pro?
Connect Jotform to SmartWiz through the native integration: Wizzy reads submissions and uploads from your Jotform account, and One-Click Return fills the return in TaxSlayer Pro Web. The preparer reviews side by side before filing.
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.
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 Jotform: book a demo at smartwiz.ai/demo.