Offices that run client management in TaxDome can get client documents into TaxSlayer Pro Web without retyping them by exporting the documents from TaxDome and dropping them into SmartWiz. Wizzy reads the documents, builds the client profile, and enters the data directly into the return, with a side-by-side review before filing. TaxDome stays the system of record; the keying step becomes a review step. The video below shows the complete workflow.
We know this workflow personally: the team behind SmartWiz ran its own tax business on TaxDome before building the product, and SmartWiz was designed around the reality of a TaxDome office. The portal collects everything beautifully, clients love it, and then every PDF in it still has to be typed into the tax software by hand. That last mile is what SmartWiz automates.
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. Save everything as one PDF or as separate files.
The workflow
- Clients upload documents to your TaxDome portal as usual. Nothing changes for them.
- Export the client's documents from TaxDome to your device. SmartWiz does not point directly at TaxDome, so this is a manual export, and it takes seconds.
- Drop the documents into SmartWiz. Wizzy processes them and builds the client profile in about 3–5 minutes.
- Open the return in TaxSlayer Pro Web and run One-Click Return. Wizzy enters the data.
- Review side by side, finish, and file in TaxSlayer yourself.
FAQ
Is there a direct TaxDome integration?
No. Documents export from TaxDome and drop into SmartWiz. The export takes seconds and the rest of the pipeline is automated.
Does this disrupt my TaxDome pipelines and jobs?
No. TaxDome keeps running your client management, requests, and organizers exactly as before. SmartWiz only takes over what happens between "documents collected" and "data in the return."
Can my team members each do this?
Yes. SmartWiz accounts support your whole team, and anyone who can export from your TaxDome can run the workflow.
What about organizers clients fill out in TaxDome?
Completed organizers export as documents and process like any other: Wizzy reads them and enters the data, and you review before filing.
Which tax software does this land in?
This guide covers TaxSlayer Pro Web. SmartWiz also enters data into Drake (Online and Desktop) and OLT Pro.
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 TaxDome exports: book a demo at smartwiz.ai/demo.