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
Kristie Agar
O’Connor & Agar CPA
With SmartVault and UltraTax CS
Without SmartVault and UltraTax CS
The Integration Your Firm Has Been Waiting For:
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.
