TaxesToGo solves document collection: clients photograph and send their tax documents from their phone instead of coming into the office. What it does not solve is what happens next, because the data in those documents still gets keyed into the return by hand. Preparers can close that gap by saving the collected documents out and dropping them into SmartWiz, which enters the data directly into TaxSlayer Pro Web with a review step before filing. The video below shows the workflow end to end.
This matters because the offices using TaxesToGo have already modernized half their pipeline. The client experience is mobile and fast, and then the office side hits the same bottleneck as everyone else: a preparer retyping what is already sitting there as a digital document. Automating the entry finishes what mobile collection started.
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 send documents through TaxesToGo as usual. Nothing changes on the client side.
- Save the client's documents out of your workflow to your device.
- Drop them 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 into the return fields.
- Review side by side against the documents, then finish and file in TaxSlayer yourself.
FAQ
Do my clients have to change anything?
No. Clients keep sending documents exactly as they do now. The change is entirely on the office side: the keying step becomes a review step.
Does SmartWiz connect to TaxesToGo directly?
No. Documents are saved out and dropped into SmartWiz. The video above shows the full flow; it adds seconds, not minutes.
What document quality do phone photos need?
Legible is the bar. Clear, flat, well-lit photos read accurately. Anything Wizzy is not confident about gets flagged for your review rather than silently entered.
What happens when a client sends one more document a week later?
Add just that document and export the addition. Re-running the same return does not use another credit.
Which version of TaxSlayer does this work with?
TaxSlayer Pro Web, the browser version.
See it with your own client documents: book a demo at smartwiz.ai/demo.