Integrations
UltraTax CS and SmartVault Integration
SmartVault is a cloud-based document management and client portal platform that automatically routes and organizes files from UltraTax CS to SmartVault.
Automate Your Entire Tax Document Workflow
As a tax professional, you face unique challenges in managing sensitive documents, collaborating with clients, and staying compliant – all while deadlines loom over you. SmartVault offers a comprehensive solution – built with UltraTax CS-specific automation – to help you stay on top of it all.
Efficient Client Engagement and Document Management
Create custom engagement letters, forms, and source document request lists tailored to client and engagement types. Clients review and e-sign documents through a secure 24/7 portal, while SmartVault automatically sets up client folders and permissions. Track document status in a centralized dashboard, sending reminders for missing items. As clients upload documents, you’re automatically notified, and files are saved in the correct folders, ensuring consistent organization across your firm.
Streamlined Tax Return Processing and Client Collaboration
Print and auto-route returns from UltraTax to SmartVault individually or in bulk, preserving naming conventions for consistent naming across your tech stack. Share returns securely through the client portal for review and e-signature, with secure KBA for compliance. Monitor return status from preparation to filing via an intuitive dashboard. SmartVault offers unlimited, organized storage for all documents, supporting your transition to an efficient, paperless workflow as your practice grows.
Enhanced Remote Work and Compliance Management
Collaborate on documents in real-time with version control and comprehensive audit trails. Access and review documents remotely, maintaining productivity during busy seasons regardless of team member location. Store all client communications, returns, and supporting documents in a searchable repository. Generate detailed audit trails to demonstrate due diligence, while built-in security features help meet regulatory requirements, keeping your practice audit-ready at all times.
Streamlining Your Entire Workflow with UltraTax CS (Infographic)
From client onboarding to return approval, see the stark differences between working with SmartVault and UltraTax and working without. This infographic reveals how our integrated, digital approach saves time, improves organization, and enhances client communication.
Download PDF
I used to have to print returns to a temporary folder, then upload and sort each one. I now go straight from UltraTax into SmartVault with one click. It’s a huge time-saver. Getting signatures through SmartVault is my favorite feature...The return comes over from UltraTax, I click ‘Get Signature,’ and it’s sent to the client. So simple and fast!Kristie Agar O’Connor and Agar CPA
I went to Thomson Reuters’ Synergy conference and told people, ‘You have to check out SmartVault!’ It reduces headaches and works much smoother than other document management systems. SmartVault is just easy to use, and everything is right where I need it.Kristie Agar O’Connor and Agar CPA
Cloud-Based Document Management and Client Portal for UltraTax CS Users
With intelligent automation tailored specifically for UltraTax CS firms, SmartVault can help you go 100% paperless, enhance compliance, and run a modern, profitable firm.
Document Management System
More than storage, SmartVault helps you create, collect, collaborate on, and store firm and client documents, keeping everything across your firm, team, and clients organized and secure.
- Print and auto-route documents from UltraTax CS to SmartVault
- Group related clients for quick, easy access to their documents
- Access and collaborate on documents securely from anywhere, anytime
- Locate files quickly with advanced search and consistent organization
- Accelerate workflows using accounting-specific templates
- Scale your practice effortlessly with unlimited storage and clients
- Integrate seamlessly with your existing tech stack
- Ensure data security and compliance with robust measures and reporting
Client Portal
Make it super simple for your clients to work with you, wherever and whenever, with file sharing, form fills, eSignatures, and more in a custom-branded client portal.
- Simplify document collection using custom request lists
- Enhance customer service with convenient, 24/7 client access
- Streamline approvals and signatures with integrated eSignature tools
- Improve collaboration through secure, real-time document sharing
- Reduce back-and-forth communication with centralized document management
SOC 2 Type 2 Compliance
Bank-grade encryption, custom access controls, audit trails, and more eliminate security concerns and create peace of mind for you and your clients.
- Safeguard sensitive financial data with advanced encryption measures
- Control access precisely with customizable user permissions
- Track all activities with comprehensive audit trails for compliance
- Enhance security with two-factor authentication
- Protect against data loss with continuous, automatic backups
- Maintain document integrity with version tracking
Your Tax Firm With and Without SmartVault
Discover how the integration of SmartVault and UltraTax CS can transform your tax practice, enhancing efficiency and client experience across key processes.
Without SmartVault
Manual client onboarding and document requests create a time-consuming and error-prone process.
Without SmartVault
Scattered document storage across physical and digital locations hampers accessibility and organization.
Without SmartVault
Tax return processing involves multiple manual steps, slowing down completion and increasing the risk of errors.
With SmartVault
Streamlined client onboarding with automated document requests and tracking enhances efficiency and client compliance.
With SmartVault
Centralized digital document management and client portal ensures secure, anytime-anywhere access for staff and clients alike.
With SmartVault
Print and auto-route of tax returns, digital sharing and reviews, and electronic signing expedite processing and improve accuracy.
Check Out SmartRouting in Action
*ULTRATAX is a trademark of Thomson Reuters (Tax and Accounting) Inc., and any reference to ULTRATAX does not imply the existence of an affiliation with or endorsement by Thomson Reuters (Tax and Accounting) Inc.
