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.
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 two to three 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.