Yes, CrossLink Online handles returning clients through SmartWiz the same way it handles new ones. Upload the client's new documents or import their intake form submission. Wizzy reads the new information, updates what changed, and carries forward the existing data from last year. One-Click export enters it into CrossLink Online, where you review side by side and file.
How carryforward works
Wizzy never overwrites existing data in CrossLink Online. It only adds what is new. If a returning client has the same name, address and bank account as last year, Wizzy leaves those fields alone and adds the new W-2s, 1099s and whatever else changed. The side-by-side review shows what came from the new documents and what carried forward, so you see exactly what Wizzy changed.
Before export, Wizzy flags mismatches. If a new W-2 shows a different address than the driver's license on file, or the client added a dependent this year, Wizzy highlights it so you review and choose the right value. That keeps bad carryforward from slipping through.
The workflow
- Add the returning client's new documents to SmartWiz or import their intake form submission (Jotform, Cognito Forms, GoHighLevel, or the SmartWiz organizer).
- Wizzy reads the new documents and builds the updated profile, about 3–5 minutes per client. Review it and fix anything Wizzy flagged.
- In Chrome, open the returning client's return in CrossLink Online and run One-Click export from the SmartWiz Chrome extension. Wizzy adds the new information and leaves existing data alone. Entry takes about 3–5 minutes.
- Review side by side, finish and file. The side-by-side view shows what changed. You review, adjust whatever the return needs, and file in CrossLink Online.
SmartWiz is an independent company and is not affiliated with CrossLink. CrossLink is a trademark of its owner.
FAQ
How do returning clients work in CrossLink Online with SmartWiz?
Upload the client's new documents or import their intake. Wizzy reads them, updates what changed, and carries forward existing data. One-Click export enters it into CrossLink Online, and you review side by side and file.
Does Wizzy overwrite last year's data?
No. Wizzy only adds what is new. Existing data stays unless the new documents contain something that changes it.
What if a returning client moved or changed banks?
Wizzy flags mismatches before export, such as a W-2 address that differs from the driver's license, so you choose the right value. You review and edit the profile, including direct deposit, before export.
Does a returning client use another credit each year?
Each tax year uses its own credit. Within a tax year, re-running the client is free, and adding a forgotten document does not use another credit.
Can I add a late document after I've already exported?
Yes. Add the document to the client and export again. It doesn't use another credit.
See carryforward in action: book a demo at smartwiz.ai/demo.