SmartWiz + TaxWise Onboarding

SmartWiz + TaxWise Onboarding

Setting up your SmartWiz CRM Account

Creating and Signing In to Your Account

Setting Up Your Account

Adding Clients

Bulk Importing clients

Adding Resource Links for Clients

Resetting Your Password

Adding a Team Member

Setting Up Your Tax Organizer

Setting Up Engagement Letter

Engagement Letter - Client Walkthrough

Understanding your CRM software

Navigating the Dashboard

Viewing Client Information

Sending Emails to Clients

Navigating the Client List

Setting up your Tax Software

First Time Logging in to TaxWise

Signing into your Tax Software

Logging In to the Previous Year on TaxWise

Managing Users as an Admin on TaxWise

Creating and Editing Return Templates on TaxWise

Customizing Your Return List on TaxWise

Resetting Password on TaxWise

Understanding your Tax Software

E-filing on TaxWise

Navigating Your TaxWise Dashboard

Using the data entry assistant extension

Downloading the SmartWiz Extension

Copying Data to TaxWise Using SmartSync Extension

Copying Data to TaxSlayer Using SmartSync Extension