Skip to content
Integrations

Optimize Your Thomson Reuters Tech Stack with SmartVault

Replace redundant, costly add-ons like FileCabinet CS, GoFileRoom, Onvio, NetClient CS, Virtual Office CS, and SafeSend. SmartVault enhances your UltraTax CS investment with a secure, modern, and client-friendly DMS that just works.

Book a Demo
Video Thumbnail
Play Video

What’s the Real Cost of “That’s Just How It Is”?

Lost Revenue:

Inefficient storage and document handling costs firms thousands per month.

Staff Frustration:

Talented team members lose time and morale battling outdated tech.

Client Experience:

Clunky portals and delays frustrate clients – and risk referrals.

Security Concerns:

Incomplete audit trails and limited encryption leave you exposed.

Upgrade Your Firm’s Workflow, Security, and Client Experience

Consolidate Tools

Ditch multiple outdated apps for one secure platform.

100% Uptime

No outages during tax season.

Built-in Compliance

IRS 4557, FTC Safeguards, SOC 2 Type 2 compliant.

Easy for Clients

Branded portals, no logins or clunky steps.

Fast Onboarding

White-glove migration from FileCabinet CS, GoFileRoom, or Onvio.

Enhance your UltraTax CS investment without starting over.

You may love UltraTax CS for tax prep, but the rest of the Thomson Reuters ecosystem? Probably not so much. Here’s the thing: You don’t have to settle for “that’s just how it is” anymore.

Enhance your UltraTax CS investment with modern, integrated solutions
Transform your practice without disrupting your tax preparation workflow
Create a more efficient, secure, and profitable future for your firm
Seamlessly integrate client portals and document management with UltraTax CS
Download eBook
How We Compare

See How SmartVault Compares
to Your Current Solution

SmartVault vs. FileCabinet CS

End the pain of storage limits and local-only access. Discover a truly cloud-based alternative.

Compare Now

SmartVault vs. Onvio

Stop dealing with system outages during tax season. See how reliable document management works.

Compare Now

SmartVault vs. GoFileRoom

Eliminate complexity and high costs with a modern, intuitive alternative to GoFileRoom.

Compare Now

SmartVault vs. SafeSend

Following Thomson Reuters' acquisition, discover a stable alternative that won't face innovation fees.

Compare Now

UltraTax CS Workflow: With vs. Without SmartVault

 
SmartVault
Without SmartVault
Client Collection
Templated requests, reminders, real-time tracking
Manual emails and phone calls
Document Filing
Auto-file from tax software into folders
Manual downloads and filing
Review & Approval
One place to annotate, share, and finalize
Juggling attachments across tools
eSignatures
Legally sign all docs (not just returns)
Limited to return eSignatures
Client Portal
Secure, branded 24/7 document access
Email or print-based exchanges
Compliance
Advanced encryption, SOC 2 Type 2
Basic or no audit trail

Frequently Asked Questions

Can it really replace all these tools?

Yes. FileCabinet CS, GoFileRoom, NetClient CS, Onvio, and SafeSend can all be replaced with SmartVault.

Is migration easy?

Absolutely. Our onboarding team has migrated thousands of firms. We make it fast, secure, and painless.

Can I make feature requests to the SmartVault product team?

Yes! Email the product team directly at features@smartvault.com.

Ready to Streamline Your Stack?

Get the Most Out of UltraTax CS–with SmartVault at the Core

  • Streamline your workflows
  • Replace outdated tools
  • Improve client collaboration
  • Maintain audit-ready compliance
  • Eliminate surprise costs

Schedule a 15-minute Demo