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.
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
What’s the Real Cost of “That’s Just How It Is”?
Lost Revenue:
Staff Frustration:
Client Experience:
Security Concerns:
Upgrade Your Firm’s Workflow, Security, and Client Experience
Consolidate Tools
100% Uptime
Built-in Compliance
Easy for Clients
Fast Onboarding
See How SmartVault Compares
to Your Current Solution
End the pain of storage limits and local-only access. Discover a truly cloud-based alternative.
Stop dealing with system outages during tax season. See how reliable document management works.
Eliminate complexity and high costs with a modern, intuitive alternative to GoFileRoom.
Following Thomson Reuters' acquisition, discover a stable alternative that won't face innovation fees.
UltraTax CS Workflow: With vs. Without SmartVault
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.
Collect Tax Docs Faster with SmartRequest AI™
Streamline the entire “Collect” phase of tax prep with intelligent automation built for accounting professionals.
SmartRequest AI simplifies client intake by using prior-year returns to generate a custom questionnaire and document request list. Clients upload source documents through a clean interface, and SmartVault organizes everything into a formatted workpaper that is ready for tax prep.
Quick Workflow Highlights:
- Upload prior year returns in bulk or one at a time
- AI-generated DRL and questionnaire tailored to each client
- Modern client portal for secure upload and firm collaboration
- Formatted workpaper with source docs neatly compiled
- Files ready for import into your tax prep software
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