INTEGRATIONS

SmartVault + GruntWorx

Automate the tax prep bottlenecks that drain your time. Collect smarter. Populate faster. Deliver with confidence.

Most firms lose hours every week chasing documents and typing values into tax software. GruntWorx + SmartVault with SmartRequestAI eliminates that waste by collecting client documents, generating clean workpapers, and prepopulating your tax application. Your team gets to focus on review, accuracy, and delivering returns faster.

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Ideal for firms ready to modernize tax prep

This workflow is a strong match for firms that:

Want to stop wasting time collecting documents and rekeying data
Use SmartVault to centralize documents and collaborate securely
Use or plan to use SmartRequestAI to automate client intake
Use a tax application supported by GruntWorx, such as Drake Tax or Intuit Lacerte
Want all workpapers, binders, and final returns stored in one SOC 2 Type 2 compliant system

Note: GruntWorx does not currently integrate with Intuit ProConnect.

Learn more about SmartRequestAI

HOW IT WORKS

How the integration works today:

Even before the direct integration launches, firms are already using SmartVault, SmartRequestAI, and GruntWorx together to eliminate hours of manual effort.

STEP 1:

Collect everything cleanly with SmartRequestAI

Create a personalized client questionnaire and document request list

Clients upload W-2s, 1099s, K-1s, and additional documents

SmartVault compiles everything into a clear, organized, bookmarked workpaper packet

Pain solved: No more chasing missing documents or sorting messy PDFs.

STEP 2:

Upload the packet into GruntWorx

Download the SmartRequestAI packet from SmartVault

Upload to GruntWorx like  any normal job

GruntWorx performs document organization, OCR extraction, and human review

Pain solved: No more flipping pages or manually identifying forms.

STEP 3:

Let GruntWorx populate your tax software

GruntWorx pre-populates supported tax applications field by field

Generates a work-paper binder for storage

Save the binder back into SmartVault and publish the  final return as usual

Pain solved: No more hand typing values into tax software.

This simple workflow cuts out the slowest, most repetitive parts of tax prep without changing the tools your team already uses.

Why SmartVault + GruntWorx workflow is UNMATCHED

Tax prep breaks down at two choke points:

Getting every document you need from clients
Keying those values into your tax software

SmartVault when used with SmartRequestAI fixes the first.

GruntWorx fixes the second. Together, they remove one of the biggest time drains in your entire workflow.

SmartVault centralizes documents, sharing, and security. SmartRequestAI collects client answers and documents, then produces a structured work-paper ready for prep.

GruntWorx reads those source documents, extracts the data with OCR and human review, and pushes it into supported tax applications automatically.

The differentiator: SmartVault creates the exact packet GruntWorx needs. GruntWorx completes the step SmartVault does not cover. The two solutions snap together with near perfect alignment.

Result: a cleaner, faster, pain free tax prep experience for your entire team.

COMING EARLY 2026

How the integration will work  in the future:

STEP 1:

One click “Send to GruntWorx” in SmartVault

After completing a SmartRequestAI, you select “Send to GruntWorx” directly

SmartVault automatically packages the workpaper and source documents

Client identifiers and metadata are sent along with the packet for smooth handoff

What this solves: No more downloading, saving, or manually uploading packets.

STEP 2:

GruntWorx automates extraction and prepopulation

GruntWorx performs OCR extraction and human review behind the scenes

Data is pushed into supported tax applications automatically

Preparers move straight into review with clean, prepopulated fields

What this solves: Eliminates keystrokes across W2s, 1099s, K1s, and other forms.

STEP 3:

The binder returns to SmartVault automatically

When extraction is complete, GruntWorx sends final workpaper binder to SmartVault

The binder lands in the correct client folder

The tax application stays synced with the extracted values

What this solves: No manual file movement, no lost binders, no clutter.

STEP 4:

Your tax prep / SmartVault workflow continues

Final returns can be published into SmartVault as usual

Everything remains centralized in a single, secure system of record

Faster prep and review accelerate delivery and billing

What this solves: No delays between prep, review, and delivery

The vision: Automate Collect → Prep & Review → Deliver → Archive, powered by two solutions that complement each other perfectly.

Frequently Asked Questions

Have Questions? We’ve Got Answers.

Do I need GruntWorx to use SmartRequestAI?

No. SmartRequestAI stands on its own as a powerful intake and document collection tool. GruntWorx adds optional automation for supported tax applications.