š³ Fuel Your Workflow: Unlock One-Click Return with Credits
Meet your new favorite feature: One-Click Return.
āOne-Click Return transfers your clientās entire tax organizer and documents into your tax software and fills out the whole return for you. Seriously. The whole thing.
All it takes is 1 credit to unlock One-Click Return for a client. Every SmartWiz plan includes a bundle of credits, and you can always top up as needed.
No tab switching. No need for an additional monitor. No copy-paste.
š” 1 Credit = 1 Full Return, Done in One Click
Use 1 credit to unlock One-Click Return for a client and let SmartSync complete the entire tax return for you.
Need More Credits?
Every plan includes a bundle of credits to get you started. If you need more, just top up from your SmartWiz homepage.
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ā Frequently Asked Questions (FAQs)
What exactly is One-Click Return?
One-Click Return is your new favorite time-saver. With just one click, it transfers your client's completed tax organizer and documents directly into your tax software.
What software does One-Click Return work with?
Right now, One-Click Return is fully integrated with TaxWise.
āBut weāre just getting started. TaxSlayer is coming soon (targeting this summer!), and weāre actively building integrations with more major tax software.
How many times can I use One-Click Return for a single client?
As many times as you like! Once youāve used 1 credit to unlock it for a client, you can re-run One-Click Return whenever neededāno extra charge.
How accurate is the data transfer?
Weāre highly confident in the accuracy of our data transfer. One-Click Return uses AI to intelligently map your clientās data to the right fields in your tax software. And donāt worry! If anything needs a second look, itāll be highlighted in orange so you can easily review it.
Do I need to install anything?
You just need to download the SmartSync: SmartWiz Data Entry Assistant Chrome Extension. That's where all the magic happens.
Can I review the info before it goes into my software?
Absolutely! Youāre always in control. In SmartWiz, before launching the Chrome extension, you can review and edit every detail. Think of One-Click Return as your super assistant, not a replacement.
Does One-Click Return cost extra?
No surprise fees here. One-Click Return uses credits, which are included with your subscription. If you run low, you can easily top up from your SmartWiz homepage anytime.