Streamline Your Tax Workflow with SmartVault and Drake Software

SmartVault’s seamless integration with Drake Software transforms how tax professionals manage documents. With SmartVault Connected Desktop, SmartRouting, and built-in eSignature, you can automate document organization, improve efficiency, and ensure security within a single platform.

Why SmartVault + Drake Software?

Combining SmartVault with Drake Software gives you powerful document management capabilities that enhance your tax preparation workflow while keeping client data secure and accessible.

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Secure Cloud Storage

Keep client documents protected with bank-grade encryption.

SmartRouting

Automate document filing directly from Drake Software.

eSignature Integration

Securely collect legally binding signatures on tax returns and engagement letters.

Connected Desktop

Organize and access tax documents in a familiar, intuitive interface.

Unmatched Reliability

Experience consistent 100% uptime, even at peak tax season.

Watch how SmartRouting simplifies your workflow in Drake Software

SmartVault’s Connected Desktop provides a familiar interface for Drake users, similar to Drake Documents, but with enhanced organization.

I would highly recommend SmartVault to others in the accounting and tax preparation industry who are looking to modernize their practice and provide an exceptional client experience.

Carolle Ryan
Owner – Liberty Tax Service

Effortless Document Routing with SmartRouting

SmartVault’s SmartRouting automates document filing directly from Drake Software, ensuring that client documents are stored in the correct folders without manual effort.

How SmartRouting Works in Drake Software:

Select the client and document(s) in Drake Software.
Click Print and choose SmartVault PDF Printer.
SmartRouting automatically matches the client and routes the document to the appropriate folder in SmartVault.
If needed, manually adjust routing for specific documents.

How It Works: