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UltraTax: SmartRouting Demo – Custom Mapping

SmartRouting reads metadata from UltraTax CS to automatically name, sort, and route documents. Firms save hours each week with less manual work.
Published: July 22, 2025

SmartRouting integrates with UltraTax CS to detect return type, year, and client. It then routes each file into the correct SmartVault folder using your firm’s naming conventions, permission settings, and folder templates. Returns are split into Preparer, Government, and Client Copies without lifting a finger.

Learn more about our UltraTax CS Integration

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