SmartSync
SmartSync revolutionizes the way you handle tax returns by allowing you to transfer all client data from SmartWiz directly into your tax software with a single click. It compiles and scans your clients' documents, reducing the time required to complete returns and eliminating the need for manual data entry.
With SmartSync, you can effortlessly integrate client data into your tax software, ensuring accuracy and saving valuable time.
Automatically scan and compile client documents, so all necessary information is ready for immediate transfer to your tax software.
SmartSync reduces the time it takes to complete returns, allowing you to focus on more important tasks and serve more clients.
Ensure accurate and efficient tax preparation with SmartSync's easy-to-use integration tool. Works alongside leading professional suites¹ — just point and click.
¹ Compatibility examples include TaxWise®, TaxSlayer®, Drake®, and more. SmartWiz is not affiliated with the owners of these marks.
Reduce manual data entry and increase accuracy with automated document scanning and compilation.
Maximize your productivity and focus on high-value tasks with SmartSync.
