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.
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
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Unlimited eSignatures
Branded Client Portal
Centralized, Secure Document Hub
Linked Clients
U.S.-Based Support with No Hidden Fees
100% Uptime During Tax Season
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
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
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
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.“
One-click SmartRouting 
Download, rename, upload manually SmartRequest AI with reminders Manual email back-and-forth Unlimited, built-in with no fees External tools or limited usage 24/7 portal access Staff manually emails files SOC 2 Type 2, IRS 4557, FTC-aligned Risk of gaps, disorganized files What Makes SmartVault’s Client Portal, Different?
Mobile-First Design
Integrated eSignatures with Auto-Filing
Branded Portal Experience
Real-Time Transparency
Drag-and-Drop Simplicity
Built for Accounting Workflows
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.
