You already know the real bottleneck isn’t tax prep itself. It’s everything disconnected around it: chasing documents, re-entering data, and stitching together tools that were never built to talk to each other. It starts at intake.
See how SmartVault and SmartRequestAI turn document collection into the foundation of one connected workflow, then follow a single client through every stage: engagement, collection, prep and review, delivery, and secure archiving.
In this session, you’ll see:
- How SmartRequestAI sends personalized document requests and follows up on what’s missing, so you stop chasing clients by email
- How client documents become one organized, reviewable workpaper
- A live demo of one client moving through every stage, from signed engagement letter to archived file
- Where SmartVault fits alongside your tax software, including pushing data to a draft return in Lacerte and ProConnect
- How client data stays secure and handled responsibly at every step
Whether you’re tired of chasing clients or tired of tools that don’t work together, you’ll see how to get hours back and run tax season as one connected process instead of five disconnected ones.
About the solution
SmartVault is a secure, cloud-based document management and client portal platform for accounting and tax professionals. Trusted by 3 million users across 30,000+ businesses to manage 500 million+ documents, it integrates with Lacerte, ProSeries, ProConnect, UltraTax CS, Drake, and CCH, automating tax workflows while staying SOC 2 Type 2 compliant.
