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See in Action: Tax Client Intake with SmartRequestAI

See in Action: Tax Client Intake with SmartRequestAI

Client intake doesn’t have to be the bottleneck that slows your firm down.
Published: October 24, 2025

With SmartRequestAI, you can save 60–90 minutes per return by automating the most time-consuming part of tax prep: collecting client data and documents. Built directly inside SmartVault, SmartRequestAI keeps everything secure and compliant with no risky third-party tools, no training AI on your client data, and always SOC 2 Type 2 certified.

Wed, Nov 12, 2025  1:00PM – 2:00PM CST

You’ll Learn How To:

  • Auto-generate personalized request lists from prior-year returns
  • Bulk send requests and reminders to clients in seconds
  • Let clients upload documents securely from any device with SmartScan
  • Compile export-ready workpapers automatically — no manual organizing
  • Scale your firm without adding headcount, all in a secure, compliant environment

Register