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Integrations

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.

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What You Get & Why It Matters

SmartVault gives UltraTax CS users a faster and smarter way to manage returns, collect documents, and collaborate securely, all in one place.

SmartRouting with One-Click Filing

Route UltraTax returns directly into organized SmartVault folders–no downloading, dragging, or naming.
Learn More →

Unlimited eSignatures

Handle 8879s and engagement letters without envelope fees or external apps. Learn More →

Branded Client Portal

Clients can upload and retrieve files securely—on desktop or mobile. Learn More →

Centralized, Secure Document Hub

SOC 2 Type 2 compliance, version control, and audit trails ensure trust and accountability. Learn More →

Linked Clients

Organize returns and documents by individual or household, without duplicating data–perfect for married couples, dependents, or small businesses. Learn More →

U.S.-Based Support with No Hidden Fees

Get expert help by phone, chat, email, or video conference—without paying extra for submitting questions or scheduling sessions.  Learn More →

100% Uptime During Tax Season

No disruptions or crashes during peak deadlines–SmartVault just works. Learn More →
HOW THE INTEGRATION WORKS

From Tax Prep to Client Delivery, Everything Just Flows

Files flow from UltraTax CS into SmartVault automatically. SmartRouting handles the heavy lifting so your team can stay focused on tax prep.

Print tax returns from UltraTax CS → SmartVault auto-files them into the correct folder

Use SmartRouting to organize by year, return type, or client

Request missing docs via checklist templates + reminders

Send eSignatures through built-in DocuSign

Archive securely with full version history and audit trails

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Automate Return Filing from UltraTax CS into SmartVault

SmartRouting reads metadata from UltraTax CS to automatically name, sort, and route documents. Firms save hours each week with less manual work.

SmartRouting integrates with UltraTax CS to detect return type, year, and client. When you print separate copies for the Preparer, Government, and Client versions, SmartRouting routes each one into the appropriate SmartVault folder. It automatically applies your firm’s naming conventions, permission settings, and folder templates. This eliminates manual sorting, reduces errors, and keeps your document organization consistent.

Key Benefits for UltraTax CS Users:

  • Routes printed Preparer, Government, and Client Copies to the correct folders
  • Files are auto-named and placed using your firm’s folder logic
  • Reduces drag-and-drop work and minimizes filing errors
  • Ideal for firms moving off FileCabinet CS
  • Supports Custom Mappings to match your preferred naming and routing setup

Still Using FileCabinet CS? That’s About to Change.

Thomson Reuters is sunsetting FileCabinet CS on December 31, 2027. But the real problems started long before the sunset notice. 
Firms are switching to SmartVault now–before they’re forced to.

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
SmartRequest AI

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
SmartVault integrated perfectly with UltraTax CS. We now complete more returns faster, and our clients love the ease of accessing their documents.

Kristie Agar
O’Connor & Agar CPA

What You’re Doing Now vs. What You Could Be Doing

With SmartVault as our document management foundation, we’re confident in our ability to scale efficiently while keeping our clients’ data secure and accessible.

 
With SmartVault + UltraTax CS
Without SmartVault
Return Filing
One-click SmartRouting
Download, rename, upload manually
Document Collection
SmartRequest AI with reminders
Manual email back-and-forth
eSignatures
Unlimited, built-in with no fees
External tools or limited usage
Client Access
24/7 portal access
Staff manually emails files
Compliance
SOC 2 Type 2, IRS 4557, FTC-aligned
Risk of gaps, disorganized files
Frequently Asked Questions

Have Questions? We’ve Got Answers.

Does SmartVault replace UltraTax CS?

No. SmartVault is designed to complement UltraTax CS, not replace it. It enhances your existing workflow by adding secure document management, automated folder routing, eSignatures, and real-time collaboration. Everything works seamlessly with your current tax prep process.

Can I easily migrate my existing documents from 
Thomson Reuters tools?

Yes. Our onboarding experts manage the entire migration process for you. Whether you’re moving from FileCabinet CS or GoFileRoom, we ensure a smooth and structured transition with minimal disruption.

Is SmartVault secure enough for tax firms?

Absolutely. SmartVault is a SOC 2 Type 2 compliant vendor and helps your firm comply with the FTC Safeguards Rule and IRS Publication 4557. We protect your data with advanced encryption, role-based access controls, detailed audit logs, and secure file-sharing features, all designed specifically for accounting and tax professionals.

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.