Go beyond onboarding checklists with step-by-step guidance based on your role, team size, and goals.
SPEED UP RETURN PREP
See exactly how to use the tool 9.9/10 pros signed up for.
ONBOARD YOUR TEAM
Step-by-step playbooks for training, delegating, and managing.
ORGANIZE CLIENT DOCS
Learn how to collect, review, and upload the right way.
UNDERSTAND CLIENT FLOW
Follow the full journey from signup to organizer — so you can guide them confidently.
GET PAID THROUGH SMARTWIZ
Send invoices, track payments, and get paid without leaving SmartWiz.
Need help getting started?