One-Click Return
One click is all it takes.
Crush your workload with returns that practically file themselves. One-Click Return handles the prep so you can file in a flash—no typing, no multiple tabs, just one click and done.
Faster turnaround
Fill out the tax return in minutes, not hours.
Fewer errors
Potential issues are flagged as it fills out the tax return.
Confidence
View and verify documents alongside your tax software
Works with your tools
Seamless integration with supported tax software
Client Profile
Everything you need, all in one place
Each return starts with the Client Profile that brings together their organizer responses and uploaded documents.
At-a-glance client status
Instantly see where each client is in the process
Instantly see where each client is in the process
One-click access to organizer & docs
Everything that you need, organized in one place
Everything that you need, organized in one place
Flexible
Make quick updates to your client's information
Make quick updates to your client's information
Direct Client Communications
Email your client in seconds, right from their profile
Email your client in seconds, right from their profile
SmartSync
Connect directly to your tax software*
No more copy-paste. No more tab-switching. SmartSync automatically pulls client data and documents into your tax software.
Auto-fill organizer answers
Key fields are mapped and pushed directly into your tax software
Key fields are mapped and pushed directly into your tax software
Real-time field sync
Watch your tax return populate in real time with SmartSync
Watch your tax return populate in real time with SmartSync
Highlighted fields
Fields with inferred or low-confidence data are clearly flagged for review
Fields with inferred or low-confidence data are clearly flagged for review
*Currently works with TaxWise®
Review
All your docs, right where you need them
No more flipping between tabs or windows. With Document Review built into the SmartSync extension, you can view client documents right alongside your tax software.
Side-by-side view
See each document next to the field you’re filling
See each document next to the field you’re filling
Instant downloads
Grab any PDF with one click
Grab any PDF with one click
Search & filter
Quickly find the document you need
Quickly find the document you need
Annotation tools
Mark up PDFs without leaving your software
Mark up PDFs without leaving your software
One click. And the return is finished.
SmartWiz helps you complete tax returns faster than ever.