What’s New, What’s Coming: Fall Product Spotlight & Tax Season Support
SmartVault is evolving beyond secure document storage to power your entire end-to-end tax preparation workflow. Join our Fall 2025 What’s New, What’s Coming webinar for an inside look at the latest product updates, upcoming features, and resources available to help you prepare for tax season.
On October 21st, our leadership team will share what’s new — including integrations with QuickBooks Online and ProConnect — and preview what’s next with innovations like SmartRequestAI™. You’ll also hear how we are expanding to support every stage of your workflow, from client onboarding and document collection to preparation, secure delivery, and long-term archive.
This live session will include a Q&A with leadership, tips and best practices for getting ready for the upcoming tax season, and access to new resources to support you.
In this session, we’ll cover:
- Recent product enhancements and new integrations
- A preview of upcoming integrations and features including SmartRequestAI™
- How SmartVault powers your full end-to-end tax prep workflow
- Updated education and readiness resources available for tax season readiness
- Live Q&A with leadership and supporting resources to download