SmartVault Helps UltraTax CS Users Unlock Higher Levels of Efficiency with New SmartRouting Feature
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HOUSTON, TEXAS, UNITED STATES, July 11, 2023/EINPresswire.com/ — SmartVault, a leading provider of an integrated, cloud-based document management system (DMS) and client portal platform, is excited to announce SmartRouting, a feature that creates logical, effortless organization between Thomson Reuters® UltraTax CS* tax application and SmartVault.
This seamless integration enables users to print and automatically route documents like tax returns from UltraTax CS directly to the correct folder in SmartVault. This creates standardized processes between the user, their staff, and their customers, resulting in an improved user experience, greater efficiency, and more effective collaboration.
“SmartRouting is tailored for UltraTax CS and SmartVault users who want to create efficient, scalable processes powered by a leading-edge tech stack,” said SmartVault President, Dania Buchanan. “The integrated experience between UltraTax CS and our document management and client portal platform – that over 30,000 accountants rely on today – will alleviate the pain points many UltraTax CS users have with their current DMS options.”
SmartVault offers accounting professionals a unified platform that ensures secure document collection, storage, and collaboration among team members and their clients. “This integration with UltraTax CS lets users further elevate their productivity and enhance client interactions, optimizing their overall workflow and increasing profits,” said Head of Product, Daniel Fritz.
For more information and to see SmartRouting in action, please visit www.smartvault.com/integrations/ultratax.
*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.
