How to Use Wizzy With

Cognito Forms Go High Level (GHL)Jotform SuiteDash TaxDome Taxes to Go

How to Unlock Wizzy

Wizzy Overview Adding a Client Client List Client Profile Settings Overview

Efile & Refund Settings

SmartHub

Efile & Refund Settings

Configure how Wizzy handles efile order and refund preferences.

1–2 minutes

Accessing Efile / Refund settingsSetting minimum federal refundConfiguring efile orderBank, Efile, or Paper optionsHandling owes situations

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Settings Overview

Manage all your Wizzy settings.

Wizzy Overview

How Wizzy works and where everything lives.

SmartWiz Home

Navigate your dashboard and core tools.