Here is what a working day looks like for a tax professional using SmartWiz: documents come in from clients, Wizzy processes them and enters the data into the tax software, and the preparer's time goes to reviewing returns and talking to clients instead of typing. A return that takes most of an hour to key by hand typically takes under five minutes of hands-on time. The video below follows a preparer through that day.
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 your tax software (TaxSlayer Pro Web, Drake, or OLT Pro) in about 3–5 minutes, where you review side by side and file.
The deeper change is not any single return; it is the shape of the day. In a manual office, the preparer's calendar is data entry with client conversations squeezed between returns. With entry automated, the order flips. Returns queue and process in parallel, so the preparer can start several clients, meet with someone, and come back to finished entry waiting for review.
The workflow, step by step
- Intake. Clients send documents however the office already collects them. JotForm, Cognito Forms, and GoHighLevel connect to SmartWiz directly; anything else arrives as uploads, photos, or scans.
- Processing. Wizzy reads each client's documents and builds the profile, about 3–5 minutes per client. Multiple clients process at the same time.
- Entry. One-Click Return enters the data into the return inside the tax software, and creates the client profile there for new clients.
- Review. The side-by-side view puts every entered figure next to its source document. Flagged items come first. This is where the preparer's expertise actually gets used.
- Finish and file. The preparer completes the return in the tax software and files it. Wizzy does not e-file.
What changes for the office
More returns per preparer per day, without hiring seasonal keying help. Fewer transposition errors, because numbers are verified against documents instead of typed from them. And the client experience improves for a simple reason: the preparer has time to talk.
FAQ
Do I have to change my intake process to work this way?
No. SmartWiz fits around the intake you already run. Native connections exist for JotForm, Cognito Forms, and GoHighLevel; everything else works by dropping documents in.
How many returns can run at once?
Several. Queue the clients you have documents for and come back to finished entry on all of them.
What does the preparer still do?
Everything that matters: review, judgment on deductions and classifications, client conversations, finishing, and filing. Wizzy only removes the keying.
Which softwares does this work with?
TaxSlayer Pro Web, Drake, and OLT Pro.
Can I upload one big PDF?
Yes. You can upload one combined PDF with all of a client's documents, or many separate files. Wizzy reads every page, splits the combined PDF into individual documents (W-2, 1099-INT, driver's license) while keeping the original together, and sorts and renames each one by taxpayer, form type, issuer, and tax year.
What intake methods does SmartWiz accept?
Upload documents directly (one combined PDF or separate files), use your intake forms and client organizers, or connect your favorite intake tools like Jotform, Cognito Forms, and GoHighLevel. All paths lead to the same client profile review and One-Click Return.
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 what your day could look like: book a demo at smartwiz.ai/demo.