Your Competitive Edge This Tax Season: A Connected Workflow for Drake and CCH Firms
Tired of chasing documents and sorting files across multiple systems? See how SmartVault’s SmartRouting feature seamlessly integrates with Drake and CCH to automatically organize client files, route completed returns, and eliminate manual folder setup. You’ll also see how built-in AI streamlines client intake and document requests—so the right files are collected, routed, and ready before prep even begins. Join us to learn how to simplify your document management process and save hours per return.
November 13, 2025
1:30 -2:30 CST