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.
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 two to three 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 Online, and OLT Pro in the browser, plus Drake Desktop early access through the SmartWiz desktop app.
See what your day could look like: book a demo at smartwiz.ai/demo.