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What’s New, What’s Coming: 2026 Summer Product Spotlight

What’s New, What’s Coming: 2026 Summer Product Spotlight

SmartVault started as a document management solution more than 18 years ago, but today SmartVault powers your entire tax prep workflow, from first client touchpoint to final archive.
Published: May 18, 2026

On June 16 at 1:00 PM CT, join our product and customer success leadership for a live look at what we’ve shipped, what’s coming next, and how it all fits together into a workflow built for modern tax firms.

Whether you’re already a member of the SmartVault community or evaluating solutions for your firm, this is an inside look at where SmartVault capabilities are headed and why it matters for your next tax season.

Join us live for:

  • The latest releases and enhancements built to save time and reduce friction across every stage of tax prep
  • An inside look at what’s coming next, including new integrations and capabilities
  • New customer resources and how to get the most out of your setup
  • A live, full end-to-end workflow demo of SmartRequestA®
  • The chance to win a SmartRequestAI prize package worth $625 – 50 free Requests on us!

Prize redeemable with an active or new SmartVault subscription.