See in Action: Tax Client Intake with SmartRequestAI

In this on-demand session, see how SmartRequestAI (built directly inside SmartVault) automates the most time-consuming part of tax prep—collecting client data and documents—so firms routinely save 60–90 minutes per return. Your data stays protected with private AI (no training on your information) and SOC 2 Type 2 compliance—no risky third-party tools.

You’ll Learn How To:

• Auto-generate personalized request lists from prior-year returns
• Bulk send requests and reminders to clients in seconds
• Let clients upload documents securely from any device with SmartScan
• Compile export-ready workpapers automatically — no manual organizing
• Scale your firm without adding headcount, all in a secure, compliant environment