New Features and Improvements
🎨 Brand New Look
Our updated Chrome extension now features a sleek new design with a side panel interface, replacing the old modal. This enhancement allows you to seamlessly interact with the extension while still viewing your primary workspace. Say goodbye to the need for a second monitor—everything you need is conveniently accessible in one place, making multitasking smoother and more efficient!
Just click the SmartSync button at the side, and voila!
📄 Expanded Document Viewing
You can now view non-OCRable documents directly from the extension! Beyond standard forms like W-2, 1099-NEC, 1099-R, 1099-G, 1098-E, and 1098-T, other forms are now accessible for review.
📊 Confidence Score for OCR Accuracy
A confidence score badge is now displayed for more recently uploaded documents, indicating OCR accuracy. Hover over the badge to see a tooltip with additional details about what the score means
For older documents or unavailable scores, the badge will appear gray.
👓 View Tax Organizer Main Information
Gain quick access to comprehensive Tax Organizer details, including:
Contact Information: Client, spouse (if applicable), and dependent contact details.
Sensitive Information: Key data points for accurate tax filing.
Daycare Information
Former Residences: Including comments on them.
Refund Preferences: Whether by mail or direct deposit.
📂 View Schedule C Business Information
For clients with businesses, you can now view their Business Tax Organizer Information, including:
Business Basics: Name, type, and essential details.
Business Address
Business Expenses: Key expense categories for accurate reporting.
ZIP Code
How to Use These Updates
Make sure that your Chrome extension version is up to date (Version 0.6.1). Check out this step-by-step guide to update your Chrome extension!
Navigate to SmartWiz and to your client's profile.
Go to Forms and click SmartSync.
Click the SmartSync button at the right of your screen.
We’re committed to making your workflow more efficient and your experience seamless. Try out the new features today!
Need help?
Please reach out to our support team and we'll be happy to assist!