Automatically and effortlessly route and organize files with SmartRouting
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

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.
Give clients a secure, easy, and professional way to upload documents or download returns online from a branded client portal.
Built with bank-level security, all documents stored in and shared from SmartVault are encrypted for privacy – both during transit and while at rest.
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.
Your Customer Onboarding Manager will ensure you have the proper workflow to meet your goals and implement SmartVault across your business.
We have helped thousands of customers migrate their data into SmartVault. A Migration Specialist will guide you through this seamless process.
Our customer success managers educate your staff, solve technical problems, and help you more comprehensively adopt and optimize SmartVault for your business.
You’ll have access to our Customer Care team, Help Center, and SmartVault Academy to get the information you need whenever you need it.
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
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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