SmartRouting: Automate Tax File Organization from the Start

Route returns and source documents directly from UltraTax CS, Drake, or CCH into the correct folders–automatically named, permissioned, and ready to go.

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Faster Filing Starts with SmartRouting

SmartRouting reads metadata from your tax software to identify the client, tax year, and document type. Files are automatically named and routed into your SmartVault folder structure—saving hours and reducing the risk of filing errors.

Recognizes file type, return year, and client name
Splits tax returns into Preparer, Government, and Client Copies
Organizes source docs and signed forms into correct folders
Applies folder-level access settings based on copy type

How It Works

From Tax Software to SmartVault in One Step

Firms using SmartRouting save significant time every week by eliminating repetitive admin tasks. With structured folders and pre-configured workflows, your firm can scale without sacrificing accuracy or client service.

STEPS:

Print from UltraTax CS, Drake, or CCH

Files are auto-named and sent to the right folder

Clients can log in and self-serve access to their files

Purpose-Built for Tax Workflows

Save Time, Improve Accuracy, and Scale Smarter.
From print to organized in one step. SmartRouting auto-names, routes, and applies permissions to tax files, helping your firm save time, reduce errors, and prepare more clients with less effort.

UltraTax CS:

Split returns into subfolders for Client, Preparer, and Government Copies
Automatically apply naming and folder conventions
Great for firms migrating off FileCabinet CS

Drake:

Leverages print-to-SmartVault integration
Avoids file duplication with smart naming logic
Built for high-throughput preparers

CCH Axcess:

Routes and organizes scanned documents or printed returns
Maintains consistency across client file structures
Reduces versioning errors

Make SmartRouting Work Your Way

With SmartRouting Custom Mappings, you can customize how SmartVault names and routes your files. Enforce naming rules, personalize folder destinations, and mirror your firm’s existing structure.

Set naming logic by return type, year, or role
Route different document types to different folders
Apply rules firm-wide or adjust per staff or department
Works with SmartVault Connected Desktop

Why “Print to SmartVault” Beats “Print to PDF”

Unlike other systems that require you to save, rename, and manually upload PDFs, SmartRouting completes the job for you. It delivers tax documents straight into the right folder, applies permissions, and makes them accessible to your clients.

Print to PDF:

Manual file saving and naming
No folder standardization
Requires email or portals for client delivery

Print to SmartVault:

Auto-named and routed from print
Consistent folder logic with pre-set templates
Documents immediately available for self-serve access

Differentiators:

Automatically places files in correct folders: Client Copy, Government Copy, Preparer Copy
Adds access settings automatically
Clients access their documents on-demand, securely