Supercharge Your UltraTax CS Workflow with SmartVault
Automate document routing, streamline client collaboration, and securely store sensitive tax files, all directly integrated with UltraTax CS. Maximize your investment in UltraTax CS with SmartVault’s modern, intuitive solution.
Unlock the Full Power of Your UltraTax CS Investment
Automated Document Routing
Security & Compliance Simplified
Effortless Client Collaboration
Save Valuable Time
Unmatched Reliability
The Integration Your Firm Has Been Waiting For:
- Instantly Print Tax Returns directly from UltraTax CS into SmartVault
- Auto-Organize Documents in standardized client folders using SmartRouting™.
- Securely Request & Receive Documents from clients through the built-in client portal.
Learn More → - eSignatures made easy with integrated DocuSign, providing a seamless client experience.
Learn More → - Archive & Maintain Compliance effortlessly with automatic audit trails and secure storage.
Learn More →
With SmartVault and UltraTax CS
Without SmartVault and UltraTax CS
Kristie Agar
O’Connor & Agar CPA
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
Have Questions? We’ve Got Answers.
Does SmartVault replace UltraTax CS?
No. SmartVault seamlessly complements and enhances your existing UltraTax CS workflow.
Can I easily migrate my existing documents from Thomson Reuters tools?
Yes. Our onboarding experts handle migration to ensure a smooth transition.
Is SmartVault secure enough for tax firms?
Yes. SmartVault is the exclusive third-party DMS integrated with ProConnect, ProSeries, and Lacerte.
Ready to Connect Your Tech Stack?
No more patchwork solutions. SmartVault bridges the gaps between the apps your firm relies on every day.
See the Power of Your Tools Working Together
A cohesive tech stack enables your team and clients to work smarter. Schedule a demo to see how SmartVault can work with your tech stack.
