Introducing SmartRouting: Automated Document Filing and Management for Accountants

Tax season is a real test for any accounting practice, and you likely noticed more than a few things about your accounting firm’s document and filing management processes that need improving. This summer, many professionals are looking for accountant file management automation. Why?

One of the most common frustrations accounting professionals and their teams deal with each season is inconsistent processes around organizing and saving files. This directly impacts productivity and takes away valuable time from you and your team. Every component of your document management process is crucial for your workflow, how well you collaborate with your staff and clients, and ultimately how effective – and profitable – your practice is.

When your accounting practice has automated document management, you can create consistent, repeatable processes to set you up for a more enjoyable and profitable tax season every year.

That’s why we’re thrilled to launch SmartRouting, a feature built explicitly for Thomson Reuters® UltraTax CS* users.

SmartRouting: The Key to Effortless Automated Document Organization for UltraTax CS Users

SmartRouting, the newest feature from SmartVault,  creates logical, effortless organization between the Thomson Reuters UltraTax CS tax application and SmartVault’s document management and client portal. What does this mean?

It means you can print, automatically route, and save documents like tax returns from UltraTax CS directly to SmartVault – in the correct folder and with consistent naming every single time.

Benefits of Organizing Workflows with SmartRouting by SmartVault

When you’re deep in tax season, the last thing you want to do is waste time. But every minute you or your staff spend saving, organizing, or finding documents is a minute you can’t focus on more pressing tasks. And they all add up before you know it – employees’ time on these tasks averages two hours a day.

Think about it: How often have you spent 30+ minutes going through subfolders and various locations to find a document? Or how many minutes have you spent on the phone with a staff member so she can walk you through where she saved a file you need to review?

Even saving documents takes effort and time. “Where should I save this? Maybe it goes here.” – that quick thought causes delays, even if it’s just a minute or so. Even worse, disorganization can spread like wildfire when Staff A saves tax returns in a different client folder than Staff B.

The point is: manually routing and saving files leads to inconsistency, human error, disorganization, and wasted time.

SmartRouting removes these manual processes – and the consequences that often accompany them – by intelligently routing and organizing files based on the document’s name in UltraTax CS. Whether routing documents individually or in bulk, you will regain time to focus on other, more imperative tasks.

You’ll also be equipped to create logical, effortless organization. SmartRouting saves your documents in the correct folder every time, so you’ll know exactly where to find the document you need.

And SmartRouting keeps the document’s name from UltraTax CS, which maintains standardized naming conventions across your tech stack and frees you from the hassle of renaming the documents in SmartVault.

Spend Your Time More Effectively With A Leading-Edge Tech Stack

Connect your UltraTax CS account with SmartVault to create a tech stack that ensures secure document collection, storage, and collaboration among team members and your clients. Learn more and schedule a personalized demo today.

*ULTRATAX is a trademark of Thomson Reuters (Tax and Accounting) Inc., and any reference to ULTRATAX does not imply the existence of an affiliation with or endorsement by Thomson Reuters (Tax and Accounting) Inc.