How the SmartVault-ProConnect Tax Integration Automates Your Entire Tax Workflow
Tax pros spend half their time chasing documents through scattered emails, disorganized attachments, and clients who just… don’t respond.
It doesn’t have to be that way.
This case study breaks down how the SmartVault–ProConnect Tax integration eliminates the biggest bottlenecks in the tax prep process — from chaotic client intake to secure, searchable archival — and what that means for your firm’s bottom line.
Firms using this integration are:
- Saving approximately one hour per return with AI-powered client intake
- Routing completed returns to the correct folder with a single click
- Doubling their client base without adding staff or burning out
- Staying compliant with IRS 4557 and FTC Safeguard on SOC 2 Type 2 compliant infrastructure
If you’re a ProConnect Tax user — or considering making the switch — and want to see what real firms are achieving with a fully integrated workflow, this case study is worth the read.