Building the Future of Accounting. One Innovation at a Time.

Connected Desktop is faster and more consistent, with quicker folder navigation and smoother client syncing. Preparers spend less time waiting and more time in the work.

SmartRequestAI more accurately identifies and reuses prior-year returns stored in SmartVault. Requests come out cleaner and require less manual review before sending.

New tools make it easier to prepare existing tax returns for SmartRequestAI workflows. Firms onboard clients into automated requests in far less time.

Firm users can update answers or upload documents on behalf of a client. Fewer back-and-forth messages and faster completion of stalled requests.

Return a submitted request to the client with a note and a direct link to the section that needs work. Clients know exactly what to fix, so responses come back faster.

New contextual menus and smarter action buttons across SmartRequest. Firm users manage requests with fewer clicks and less hunting for the right option.

Attach, preview, and manage SmartVault documents directly inside QuickBooks Online. Bookkeepers stay in one screen instead of switching between systems.

The client sign-in page supports additional branding, customization, and ADA compliance. Clients land on a screen that looks like your firm, not your vendor.

Define custom file names and tags for tax documents and route them into the right folders automatically. Firms eliminate manual sorting and one-off workarounds.

The Owner role has been replaced with Admin across all accounts. Permissions are simpler to manage and align with SmartVault’s broader integration model.

View documents side-by-side with form questions, download forms directly, and manage submissions in fewer steps. Reviewers move through Docdown work with less friction.

Link up to 50 clients per record, up from 15. Firms managing complex, multi-entity relationships can keep every related client connected in one place.

Connected Desktop’s merge process now mirrors the Online Portal and auto-renames identically named files. Merges complete cleanly without lost or overwritten documents.

Error screens now offer clearer messaging and guidance when something goes wrong. Users resolve issues faster and get back to their work with less friction.

Every SmartRequestAI update is captured in a detailed activity log. Firms see exactly what changed, when, and who completed each action.

A redesigned Settings experience organizes options into clear categories. Admins find, manage, and adjust account controls faster with less clicking around.