TaxSlayer Pro Web + AI: One-Click Returns with SmartWiz | SmartWiz

TaxSlayer Pro Web is the browser version of TaxSlayer Pro, and with SmartWiz it becomes an AI-powered return system. Wizzy reads client tax documents, enters the data directly into TaxSlayer Pro Web fields with One-Click Return, and the preparer reviews side by side before filing. A return that takes most of an hour to key by hand typically takes under five minutes.

What AI works with TaxSlayer Pro Web?

SmartWiz is the AI that works with TaxSlayer Pro Web. Its AI, Wizzy, extracts W-2, 1099, and K-1 data from client documents, and One-Click Return enters it into TaxSlayer Pro Web through the SmartWiz browser extension. The preparer reviews side by side before filing.

TaxSlayer Pro comes in two versions: the browser version (TaxSlayer Pro Web) and the installed desktop software (TaxSlayer Pro desktop). SmartWiz works only with TaxSlayer Pro Web, not the desktop version. This is the critical distinction many offices miss when evaluating AI data entry tools for TaxSlayer. If your firm runs the desktop version and wants AI automation, you would need to move to the browser version. For firms already on TaxSlayer Pro Web, One-Click Return gives you the fastest path from client documents to a review-ready return.

This guide covers the TaxSlayer Pro Web workflow with SmartWiz: how One-Click Return works, what the preparer reviews before filing, TaxSlayer Pro pricing models, and how to see a demo with your own returns. For a broader view of AI data entry into TaxSlayer, see smartwiz.ai/guides/ai-tools-automate-data-entry-taxslayer

How One-Click Return works in TaxSlayer Pro Web

One-Click Return is the feature inside SmartWiz that enters tax data directly into TaxSlayer Pro Web fields. Here is the step-by-step flow:

1. Client documents arrive. W-2s, 1099s, organizers, brokerage statements as PDFs, photos, or scans. Documents can come through native intake integrations (Jotform, Cognito Forms, or GoHighLevel), or uploaded directly. TaxSlayer's own TaxesToGo app also works by saving documents out and dropping them into SmartWiz.
2. Wizzy processes the documents. Wizzy reads the documents and builds the client profile, about two to three minutes per client. Multiple clients can process in parallel, so you queue several and step away.
3. Open the return in TaxSlayer Pro Web. Log into TaxSlayer Pro Web in your browser and open the client return the way you normally would. For new clients, Wizzy can create the client profile in TaxSlayer during this step.
4. Run One-Click Return. With the return open in TaxSlayer Pro Web, click the SmartWiz browser extension and run One-Click Return. Wizzy enters the data into the return fields—W-2 income and withholding, 1099 income, dependents, deductions, capital gains, K-1s, all of it.
5. Review side by side. The entered data sits next to the source documents inside SmartWiz. You verify every figure, and anything Wizzy was not confident about is flagged for you to check first. This is where the hands-on time goes—reviewing instead of typing.
6. Finish and file in TaxSlayer. Make any final adjustments in TaxSlayer Pro Web and e-file the return yourself. Wizzy does not e-file. You make every judgment call.

The entire flow stays inside the tools you already use: TaxSlayer Pro Web for the return and SmartWiz for the entry. Nothing replaces your tax software.

TaxSlayer Pro Web vs TaxSlayer Pro desktop: which version supports SmartWiz?

SmartWiz works only with TaxSlayer Pro Web, the browser version. It does not work with TaxSlayer Pro desktop (the installed Windows application). This is the most common compatibility question offices ask.

If your firm runs TaxSlayer Pro desktop and wants AI-powered data entry, you have two paths: switch to TaxSlayer Pro Web and use SmartWiz, or stay on desktop and key by hand. Some offices choose TaxSlayer Pro Web specifically to enable One-Click Return. For installed software, SmartWiz supports Drake Desktop through the SmartWiz desktop app.

TaxSlayer sets TaxSlayer Pro pricing; SmartWiz is priced separately, per return, with volume-based tiers. A demo with SmartWiz and TaxSlayer Pro Web together shows whether the workflow fits your office. Book a demo at smartwiz.ai/demo

What preparers review before filing

Review is where you protect accuracy. One-Click Return gets the return about 80 percent done before you even open it, but the preparer still verifies everything before filing. Here is what that review looks like:

1. Entered figures next to source documents: Every W-2, 1099, or 1098 line shows the entered number beside the original document. You scan and verify in seconds instead of typing and double-checking.
2. Flagged entries: Wizzy flags anything it was uncertain about—a poorly scanned form, handwriting on a document, or an unusual figure. You check flagged items first.
3. Calculated fields: Wizzy enters reported income and deductions; TaxSlayer Pro Web calculates the tax, credits, and refund the way it always does. You review the calculations in TaxSlayer itself.
4. Missing items: If a client mentioned something on the organizer but did not upload the supporting document, Wizzy flags it as missing so you can follow up before filing.
5. Final judgment calls: State residency, filing status edge cases, dependent qualifications—the preparer makes every judgment. Wizzy does the typing, not the tax advice.

The review step typically takes a few minutes per return and is faster than keying the return by hand.

Client intake into TaxSlayer Pro Web with native integrations

Intake matters because documents that arrive structured save more time than documents that arrive as a pile of emails. SmartWiz connects directly to three intake tools for TaxSlayer Pro Web offices: Jotform, Cognito Forms, and GoHighLevel. These are native integrations, not export workarounds.

The native intake flow: clients fill out your intake form and upload documents in the same submission; you select finished clients to import into SmartWiz; Wizzy processes the documents and builds the profile; you run One-Click Return in TaxSlayer Pro Web and review side by side. The connection to Jotform, Cognito Forms, or GoHighLevel is set up once, and after that importing clients is a selection, not a new integration project. Full walkthrough for each tool: smartwiz.ai/guides/jotform-to-taxslayer, smartwiz.ai/guides/cognito-forms-to-taxslayer, smartwiz.ai/guides/gohighlevel-to-taxslayer

GoHighLevel is also in the GoHighLevel Marketplace as Smartwiz Import—free, installable at the Agency or Sub-account level. Many marketing-forward tax offices run GoHighLevel for lead generation and nurture, and with SmartWiz on the back end, GHL plus SmartWiz is a full AI system from lead to finished return in TaxSlayer Pro Web. See smartwiz.ai/guides/gohighlevel-for-tax-preparers-taxslayer

TaxesToGo (TaxSlayer's own document collection app) and TaxDome still work with SmartWiz, but not as direct connections—you export documents and upload them into SmartWiz. For intake tool comparison, see smartwiz.ai/guides/best-client-intake-forms-taxslayer-pro

TaxSlayer Pro pricing and pay-per-return options

TaxSlayer sets TaxSlayer Pro pricing; SmartWiz is priced separately, per return. When evaluating AI data entry, factor both costs: TaxSlayer Pro and the SmartWiz plan based on your return volume.

SmartWiz pricing is per return, with volume-based tiers. You reserve a plan with 20 percent down before tax season, and pay the balance during the season—many offices pay through their favorite bank product so the cost comes from season revenue, not upfront. Details at smartwiz.ai/pricing and smartwiz.ai/pay-per-return

For firms evaluating TaxSlayer Pro Web for the first time, a demo with real returns shows what the workflow actually looks like before you commit. Book a demo at smartwiz.ai/demo

How to see a TaxSlayer Pro Web demo with your own returns

A demo with your own returns is the clearest way to see whether One-Click Return fits your workflow. Bring a few client documents (W-2s, 1099s, an organizer), and the demo walks the full flow: upload, Wizzy processes, open the return in TaxSlayer Pro Web, run One-Click Return, review side by side. Book a demo at smartwiz.ai/demo

FAQ

See it on your own TaxSlayer Pro Web returns: book a demo at smartwiz.ai/demo.

Related guides

• TaxSlayer Pro Data Entry: How Tax Offices Cut Hours with AI
• TaxSlayer Pro Client Tax Organizer: Collect Docs and Auto-Fill Returns
• How to Get Jotform Client Intake Into TaxSlayer Automatically
• How to Get Cognito Forms Intake Into TaxSlayer Automatically
• How to Get GoHighLevel Client Intake Into TaxSlayer Automatically
• What Are the Best Client Intake Forms for TaxSlayer Pro?
• Can AI Prepare a Schedule C in TaxSlayer?