Master One-Click. Save Time. Work Smarter.
Learn, practice, and confidently use One-Click—the interactive learning center for SmartWiz's most powerful feature. Come back anytime for a refresher or to explore new use cases.
What Is One-Click?
What One-Click IS
- A built-in Data Entry Assistant
- Completes 1040, W-2, 1098-T, 1098-E, 1099-NEC, 1099-MISC, 1099-G, 1099-R, 1099-B, 1095-A, 1099-INT, 1099-SA, 1099-DIV
- Pulls info from categorized documents directly into TaxWise
- A powerful review tool for your own or others' returns
- No more tab switching, no need for a second monitor
- Highlights anything that needs review in orange
What One-Click is NOT
- Not a fully independent AI (it doesn't guess missing info)
- Not a tool that works without docs
- Not 100% error-free—always review your return!
Setting Up One-Click
Before we dive in—do you already have the SmartWiz extension installed?
Hint:
Look for the SmartWiz head icon near your browser URL bar. If it's not there, click the puzzle piece and pin it to your toolbar!
How to Install the SmartWiz Extension
Watch this quick tutorial to get the SmartWiz extension installed and ready to use.
Opens Chrome Web Store in a new tab
See One-Click in Action
Want to see the full workflow? Here's how One-Click works—start to finish.
Understanding the Client Profile
The new and improved client profile helps keep all your client information all in one place.
This layout lets you verify and edit info before One-Click syncs the info with your tax software.
Try It in Real Time
Use the built-in training profile "Smarty" (or an existing client's profile) to test One-Click for yourself!
Steps:
Open your test client, Smarty — or any client you'd like to test with.
Click Edit Tax Return and make any edits before using One-Click.
Open the SmartWiz Extension in your browser.
Hit SmartSync to begin syncing your data.
In the extension, click Import from SmartWiz — this pulls your client's data.
Head to your blank return in your tax prep software and click One-Click Return.
Watch the return get completed — instantly, automatically.
Review & file with confidence!
More Ways to Use One-Click
One-Click isn't just for W-2s. Explore how top pros use it to streamline reviews, updates, and workflows.
Update Just One Document
Don't redo the whole return. If a client uploads a new W-2 or form mid-process, One-Click lets you sync that doc directly — no manual entry needed.
Review Returns with Confidence
Use One-Click to pull up return data fast, side-by-side review. Whether you're QA'ing your own work or reviewing team returns, everything you need is on one screen.
Keep Client Workflows Organized
OneClick pulls directly from your client profile — keeping documents in order and data consistent. Edit details in the profile to ensure everything syncs smoothly and errors are reduced.
Export Clean Client Data
Need a full organizer export from-specific breakdown? SmartWiz's client profile lets you download detailed data in just a few clicks.
Team Access, Credits & Permissions
Using One-Click with a team? Here's how access and credits work:
Access Types
These members have a set credit balance and can only use the credits assigned to them.
These members can access your entire business credit balance.
Who Can Assign Credits?
- Only owners and admins can assign credits or add team members.
- All other roles can use One-Click freely with available credits.
Pro Tip:
Your team can request credits from you if they run out!
Want step-by-step playbooks for team training & delegation?
Share Your Experience
Connect with other tax professionals and share how you use One-Click in your practice.
Need More Help?
Check out our comprehensive knowledge base