Master Organized Client Docs. Unlock Automation Magic.
Keep client profiles clean, complete, and ready for One-Click. Learn how to manage uploads, fix common issues, and stay in control of your workflow—no matter how your client sends their files.
Upload Documents Like a Pro
Here's how to upload client files manually (even when they don't):
Go to your client's profile
Scroll to the bottom of the left-hand menu
Click "Upload a New Document"
Pick the right form or doc category from the Form Type List
If needed, mark if the doc is for the spouse
Drag + drop or select the file you want to upload
Click "Upload Document" and you're done ✅
Pro Tip:
Clean scans = better results. Skip the blurry phone pics.
What's OCR & Why It Matters
OCR stands for Optical Character Recognition. It's what SmartWiz uses to "read" your docs and pull the right info.
Clear docs = cleaner data
Blurry or mislabeled files = sync issues
Make Your Docs One-Click Ready
Want One-Click to work like magic? Follow these document organization best practices:
Smart Moves Inside the Client Profile
Keep it clean. Keep it correct. Keep it moving. Practical tips built to boost your workflow.
Clean Up a File
→ Learn how to fix a doc that was uploaded under the wrong form type
Delete What You Don't Need
→ Get rid of duplicate or outdated uploads in seconds
Refetch OCR Like a Pro
→ Reprocess a doc if something didn't sync quite right
Make Quick Edits Before Syncing
→ Review and tweak key info before it flows into TaxWise
Test It Out with Smarty
Hands-on learning starts here. Try things out, click around, and see how it all works — no pressure.
Get Sample Docs to Upload
Use these to simulate a real client scenario
Open Test Client "Smarty"
Practice with a real SmartWiz test profile
Need more help?
Check out our comprehensive knowledge base and help articles for detailed guides and troubleshooting for organizing your clients documents and OCR best practices.