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Integrations

SmartVault + TruePrep AI

The SmartVault + TruePrep integration helps you cut time spent per return in half, answer client-specific tax questions in real time, and run complex tax calculations in seconds without having to hunt for source documents.

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The Super-Accountant Sidekick You’ve Always Wanted.

Upload your documents to SmartVault, then access them via the TruePrep interface – enabling you to run tax calculations, create tax summaries and draft emails based on your client data – without having to manually upload. Then, send an email directly from TruePrep, summarizing taxes and potential savings.

Cut Time Spent per Return in Half

Automate tax preparation, then run complex tax calculations for projections and estimates to help clients plan for next year.

Harness the power of AI

Use AI to analyze your client data in SmartVault, providing client recommendations in minutes rather than hours.

Client-Specific Tax Research

Answer client questions like “How will the new state tax law affect my tax liability?” in seconds.

Eliminate Frustrations with Simple Workflows

Drive results with a truly integrated workflow designed to meet your firm’s and clients’ unique needs.

TruePrep: Using AI to Cut Tax Prep Time in Half

Stay ahead of the AI curve and learn how leading firms are combining the power of AI and secure document management to dramatically reduce tax preparation time.

Want to start a free trial of TruePrep?

TruePrep has created the first virtual assistant for tax accountants. TruePrep can streamline administrative and advisory workflows by giving unparalleled access to client and tax law data.