Wizzy 2.1: JotForm Integration + Referral System

Toni Galang

Team Member

What’s new in this release:

🧾 Jotform Integration

You can now connect your Jotform account directly from the document upload page. Once connected, your Jotform submissions will appear in a new panel — allowing you to view client submissions and link them instantly to your SmartWiz profile.

This integration streamlines your client intake process, reducing manual uploads and ensuring all submitted data flows right into SmartWiz.

💸 Referral System

A new Referral tab is now available in your CRM settings, Lite Home Page settings, and the extension settings. From here, you can track every referral you’ve made and access your personal referral link to share with other tax pros.

All referrals are verified and payouts are processed within a week — so you can start earning just by spreading the word about SmartWiz.