MFJ · Schedule CExported to OLT (LMG Pro Tax)1:10:34Intake & integrations
Integrations deep dive: getting client documents into Wizzy from TaxDome, JotForm, Cognito and Taxes2Go
Wednesday, Nov 4, 2026 · 1 hour 2 minutes 35 seconds · Deep dive
Tools covered
No practice return this week. Follow along with your own intake system.
- Upload box
- TaxDome
- Taxes2Go
- JotForm and Cognito
- Duplicates and credits
- Missing-data warnings
- Before you export
What this session covers
No practice return this week. The session covers the work before one-click: getting each client's organizer and documents into Wizzy. It shows a TaxDome organizer export and document zip, the Taxes2Go import through TaxSlayer, connecting JotForm and Cognito, and the upload box for everything else. Then it covers what to check before you unlock a profile: duplicates, adding a document later, missing-data warnings, What will get exported and the Questions section.
| Upload box | Add a Client takes almost any file type, including a zip, so documents from email, text, a scan or any portal can go straight in. |
|---|---|
| TaxDome | Export the organizer from its three-dot menu, download the documents for the year as a zip, and drag both into Wizzy. |
| Taxes2Go | Sign in to TaxSlayer once and Wizzy makes the connection. Submissions then show as a list you can import. |
| JotForm and Cognito | A guided connection, then pin the forms you use. Each list shows the submission date and number of files, and you can import up to 10 clients at once. |
| Duplicates and credits | Importing a client again creates a second profile, and unlocking both uses two credits. Add new documents to the existing profile instead. |
| Missing-data warnings | Most warnings are just warnings. Only the taxpayer's SSN is needed to run, because that is how Wizzy finds the right return in your software. |
| Before you export | What will get exported lists the forms Wizzy will and will not enter. The optional Questions section clears up conflicts between documents. |
Set it up yourself
- 1
Open Add a Client.
Open the extension and click Add a Client, or the person icon with a plus at the top. This page holds your integrations and the upload box. If you do not see the Wizzy icon, click the puzzle piece and pin it.
- 2
Drag in whatever the client sent.
Drag files into the upload box, or click the box to pick them from your computer. You can select several at once and delete extras. A zip works without unzipping it. This covers clients who email, text or drop off paper: scan it with your phone, then upload. If a file type you get often isn't supported, tell support.
- 3
TaxDome: export the organizer and the documents.
Open the client, go to Organizers, click the three dots and choose Export. TaxDome emails you a link when it is ready. Meanwhile, open Documents, select the folder or files for the tax year and download them. Drag the zip and the organizer into Wizzy, then click Create Client.
- 4
Taxes2Go: sign in once.
Choose the Taxes2Go import and sign in to TaxSlayer, including the code it sends. Wizzy finishes the connection. Back on Add a Client, pick the clients from the list. Wizzy downloads their documents and creates the clients without you downloading anything.
- 5
JotForm and Cognito: connect, pin, import.
Follow the steps Wizzy shows. For the first connection, allow third-party cookies, pop-ups and redirects and third-party sign-in, and turn off ad blockers. You can turn them back on afterward. Sign in, allow access and pin the forms you use this year. Check up to 10 clients and click Create.
- 6
Ask everything in your form.
Wizzy reads the answers in your form, not just the documents. If you ask for bank product security questions or the landlord details some states want, Wizzy can fill those in for you. Use an organizer every year. It gives Wizzy more context and you less typing.
- 7
Review before you unlock. Never import twice.
Unlocking a profile uses a credit. Importing the same client again creates a second profile, and unlocking both uses two credits. If the import is mostly blank, archive it and use Show Previous to re-import. If the client sends one more document later, even after export, open their profile and use Upload. Teach this to your team.
- 8
Read the warnings, then check what will export.
Missing phone, date of birth or direct deposit is only a warning. Wizzy skips what it doesn't have and leaves carry-forward data in the software alone. Some software pauses for missing fields. The taxpayer's SSN is the one thing you must have. Then open What will get exported, and answer the Questions if you want less cleanup later.
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MFJ · Schedule CExported to OLT (LMG Pro Tax)1:10:34