Bolster Your UltraTax CS Experience with Smart Document Management
Wed, Jun 25, 2025 2:00 PM – 3:00 PM EDT
Tax professionals today face critical challenges with their document management systems. From document chaos and disjointed tech to increasing security risks and client accessibility needs, these problems limit your growth and efficiency.
It’s not just about better tools – it’s a foundation problem. Your tech stack is only as strong as what it’s built upon, and when documents are scattered, everything else crumbles. While UltraTax CS excels at tax preparation, its companion DMS and portal solutions often undermine your practice’s potential.
SmartVault offers the solid foundation you need with our innovative SmartRouting technology built specifically for UltraTax CS. Our seamless integration enables one-click tax return routing, unlimited eSignatures, and a client portal your clients will actually use – all while maintaining rigorous security and reliability at every step.
In this session you will learn:
- Why the Thomson Reuters ecosystem (FileCabinet CS, Onvio, GoFileRoom, and NetClient CS) is holding your practice back
- How SmartVault creates the essential foundation for your tech stack
- The measurable efficiency gains and ROI SmartVault delivers to UltraTax CS users
- Real success stories from firms that left Thomson Reuters behind
- How to migrate your documents with minimal disruption to your practice
Wed, Jun 25, 2025 2:00 PM – 3:00 PM EDT