HOW TO RESOLVE LOGIN AND ACCESS ISSUES IN SMARTWIZ

Modified on Thu, 21 Mar at 1:32 PM

Facing login troubles can disrupt your workflow. This article will guide you through regaining access to your SmartWiz account, ensuring you can continue your tax preparation tasks efficiently.

Step 1: Verify Your Credentials.

First, double-check the email address and password you're entering. Common issues include minor typos or mistaking credentials for another account.

Step 2: Check for Browser Issues.

Browser quirks can sometimes hinder successful logins. Attempt clearing your cache and cookies, or try logging in through a different browser or an incognito mode.

Step 3: Seek Assistance from SMARTY!

If you suspect your login issues are due to forgotten credentials, our AI chatbot, SMARTY, is here to help. Simply initiate a chat with SMARTY and request password assistance.

To start, click on the chat icon located at the bottom right of the SmartWiz login page and type, "I need help with my password."

Step 4: Follow SMARTY’s Guidance

SMARTY will guide you through the necessary steps to verify your identity and will inform our support team to assist you further. You may be asked to provide some account information securely through the chat.

Additional Tips

Make sure emails from SmartWiz are not being sent to your spam or junk folder. Adjust your email settings if necessary to allow communication from us.

Consider using a password manager to securely store and remember your SmartWiz login details for future use.

We strive to ensure that accessing SmartWiz is straightforward and secure. If you encounter any login issues, following these steps and utilizing SMARTY for assistance should help resolve most concerns promptly. Remember, uninterrupted access to your tax tools is crucial, and we’re here to support your successful tax preparation workflow.