Automatically and effortlessly route and organize files with SmartRouting

Built specifically for UltraTax CS* users, SmartRouting intelligently routes and saves documents to the right location within SmartVault

Spend Your Time More Effectively

SmartRouting enables accounting professionals to effortlessly create a consistent and organized document workflow by intelligently routing and organizing files based on the document’s name in UltraTax CS.

Promote logical, effortless organization

  • Automatically save your documents into the correct folders 
  • Maintain standardized naming conventions from UltraTax CS 
  • Teach SmartVault how and where to save documents 


Save time and reduce human errors

  • Route documents individually or in bulk 
  • Reduce errors like saving documents in the wrong place 
  • Create consistency and boost productivity 

Stay In Compliance With Industry Img

Streamline Your Daily Workflows

Connecting your UltraTax account to SmartVault’s document management system and client portal will help you boost productivity and optimize how you, your staff, and your clients work together.

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Store and manage documents through a secure, branded portal

Give clients a secure, easy, and professional way to upload documents or download returns online from a branded client portal.

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Gather, organize, and then share all business files securely

Built with bank-level security, all documents stored in and shared from SmartVault are encrypted for privacy – both during transit and while at rest.

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Boost efficiency through automated workflows

Integrate SmartVault with apps like Lacerte, QuickBooks, UltraTax CS and more to streamline administrative tasks, save time, and focus on higher-level initiatives.

Reach Your Document Management Goals

SmartVault was designed to be easy to implement and use for you, your staff, and your clients. We’ll partner with you to ensure your success.

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Efficient Onboarding

Your Customer Onboarding Manager will ensure you have the proper workflow to meet your goals and implement SmartVault across your business.

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Easy Migration of Data

We have helped thousands of customers migrate their data into SmartVault. A Migration Specialist will guide you through this seamless process.

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Ongoing 1-1 Support

Our customer success managers educate your staff, solve technical problems, and help you more comprehensively adopt and optimize SmartVault for your business.

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Ample Resources at Your Fingertips

You’ll have access to our Customer Care team, Help Center, and SmartVault Academy to get the information you need whenever you need it.

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Training Options to Meet Your Needs

Get instruction, guidance, and best practices insights from one of our customer success experts – for yourself or your entire team.

Why 30,000 Accounting and Business Professionals Trust SmartVault

I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault … I used to ‘survive’ during tax season. I now operate much more efficiently.”
Michael Yuda CPA Michael J Yuda, CPA
I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow.”
Anne Rosa Owner Anne Rosa, CPA
Working within an online system has helped me streamline workflow and boost efficiency … I was able to transition from hourly billing to fixed fees.”
Donna Olah-Reiken Owner Preferred Small Business Solutions
We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money.”
Robert Laundry CPA Robert Laundry, CPA
We use the SmartVault client portal to communicate with clients and deliver files. It’s so efficient, and it’s the level of digital service that the majority of our clients expect.”
Gary Kreitz CPA Gary A. Kreitz CPA & Associates, Inc.
The integration between SmartVault and QuickBooks is fantastic! The applications talk to each other, making it easy to electronically file all documents. I no longer have to run between offices to locate requested files.”
Latoya Jablonski Partner Stearns Furniture
We have for sure saved time because we can easily support our out-of-state and out-of-country clients. Having a system that is ‘always on’ is great.”
Jim Roberge CPA Partner Karr & Boucher, PLLC
I’m 100% about client satisfaction, whether that means a paperless process, portals, or still delivering a paper copy. I want my clients to be happy. SmartVault allows me to support all my clients, no matter where they are in the paperless transition. ”
Casey Lynch CPA Casey Lynch, CPA
SmartVault has been integral in helping us standardize client services. We were able to create our own unique, uniform filing structure within the system, so now all we have to do is duplicate the file structure for each new client. It makes the onboarding process much easier.”
Marsha Gibb Onboarding Manager Growthforce
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See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

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*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.