The Modern Intuit Firm: Turn Chaos into a Connected Workflow

In this session, you’ll see how Intuit firms are replacing disconnected document handling with a connected workflow — one where documents move smoothly from client intake to archiving without duplicate work, manual organization, or uncertainty about where files live.

We’ll walk through how to automate the most time-consuming parts of tax season, especially client intake. You’ll see how to generate custom request lists, automatically organize uploads, and produce clean, ready-to-prep workpapers while maintaining security and consistency across the firm.

You’ll learn how to:

• Connect and automate document workflows across your Intuit ecosystem
• Simplify client intake with structured requests and auto-organized uploads
• Reduce manual handling with automated routing and eSignature workflows
• Create a calmer, more predictable experience for both staff and clients

See why SmartVault is Intuit’s recommended document management system, and how our jointly developed integration helps over 15,000 Intuit firms establish a secure, connected workflow.