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Integrations
Streamline Your Tax Workflow with SmartVault’s Drake Software Integration
SmartVault’s seamless integration with Drake Software transforms how tax professionals manage documents. With SmartVault Connected Desktop, SmartRouting, and built-in eSignature, you can automate document organization, improve efficiency, and ensure security within a single platform.
Drake Integration
SmartVault is a document management system (DMS) built to work with Drake Software, giving tax firms an alternative to Drake Documents with automated filing, eSignature collection, and secure client sharing — all from a single platform.
Why SmartVault + Drake Software?
Combining SmartVault with Drake Software gives you powerful document management capabilities that enhance your tax preparation workflow while keeping client data secure and accessible.
Secure Cloud Storage
Keep client documents protected with bank-grade encryption.
SmartRouting
Automate document filing directly from Drake Software.
eSignature Integration
Securely collect legally binding signatures on tax returns and engagement letters.
Connected Desktop
Organize and access tax documents in a familiar, intuitive interface.
Unmatched Reliability
Experience consistent 100% uptime, even at peak tax season.
Watch how SmartRouting simplifies your tax workflow in Drake Software
SmartVault’s Connected Desktop provides a familiar interface for Drake users, similar to Drake Documents, but with enhanced organization.
Talk to a specialist
Let’s Map Your Firm’s Workflow Together.
Share a few details and a SmartVault specialist will follow up within one business day with a walkthrough built around how your firm actually works.
- 15-minute discovery call, on your calendar
- A live look at the workflow for your firm size
- Straightforward pricing and migration options
SmartRouting in Action
SmartVault’s SmartRouting automates document filing directly from Drake Software, ensuring that client documents are stored in the correct folders without manual effort.
How SmartRouting Works in Drake Software:
- Select the client and document(s) in Drake Software.
- Click Print and choose SmartVault PDF Printer.
- SmartRouting automatically matches the client and routes the document to the appropriate folder in SmartVault.
- If needed, manually adjust routing for specific documents.
How It Works:
Simple. Secure. Smart.
Automate filing, simplify signatures, and securely collaborate while streamlining every step of the tax prep process.
Upload & Organize
Access client files from a single dashboard.
SmartRouting
Auto-file documents directly from Drake Software into the correct folders.
eSignature Collection
Request and track 8878/8879 and engagement letter signatures securely.
Secure Sharing
Share finalized returns through a custom-branded client portal while maintaining IRS and FTC compliance.
I would highly recommend SmartVault to others in the accounting and tax preparation industry who are looking to modernize their practice and provide an exceptional client experience.
Carolle Ryan
Owner – Liberty Tax Service
