Your Competitive Edge This Tax Season: A Connected Workflow for Drake and CCH Firms

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.

Watch now to learn how to simplify your document management process and save hours per return.