Go beyond onboarding checklists with step-by-step guidance based on your role, team size, and goals.
START HERE
New to SmartWiz? Follow the complete walkthrough from first login to your first OneClick return.
SPEED UP RETURN PREP
See exactly how to use the tool 9.9/10 pros signed up for.
ORGANIZE DOCUMENTS
Learn the best practices for organizing and managing client documents.
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.
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