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.
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
Harness the power of AI
Client-Specific Tax Research
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.
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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.
