Welcome to SmartHub
Access everything from product add-ons and educational tools to direct support and success resources – all in one place.
Grow with SmartVault
Looking to do more with SmartVault? Discover powerful add-ons and upgrades to streamline your workflow and expand your impact.
Automate Doc Intake and Speed Up Prep
Turn what you already know about each client into a head start on tax season.
SmartRequestAI uses prior year information to build personalized questionnaires and document requests, follows up with clients automatically, and brings everything together in SmartVault.
Key Benefits:
- Personalized intake: SmartRequestAI builds each client's personalized questionnaire and document list from last year's answers, or from a tagged prior-year 1040 for new clients, with Automated Reminders that follow up until clients respond.
- Automatic follow up: Keep requests moving with automated reminders until clients respond, without your team chasing every missing document.
- Ready for prep: Your team works from that one workpaper, with every answer and source document in place. Entering the return goes faster when nothing has to be tracked down in emails or loose files.
SmartRequestAI and Lacerte
The deepest SmartRequestAI integration, your Lacerte data does the setup for you.
SmartRequestAI builds a personalized questionnaire from prior year data, follows up until clients respond, and assembles everything into one prep-ready workpaper.
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01 Collect + Build
Prior-year data pulls straight from Lacerte
Prior year data from Lacerte creates the questionnaire and document list. Clients complete intake, with automated reminders, or your firm completes it on their behalf.
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02 Assemble
Answers become a prep-ready workpaper
Every response and document assembles into one bookmarked workpaper, filed automatically in the client's SmartVault folder.
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03 Complete Prep
The draft return, created in Lacerte
The finished workpaper creates the current-year draft return in Lacerte, no manual data entry, inside the system of record you already use.
SmartRequestAI and ProConnect
Built with Intuit, a closed loop from client intake to a draft return in ProConnect.
SmartRequestAI builds a personalized questionnaire from prior year data, follows up until clients respond, and assembles everything into one prep-ready workpaper.
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01 Collect + Build
Personalized Intake
Prior year data from ProConnect creates the questionnaire and document list. Clients complete intake, with automated reminders, or your firm completes it on their behalf.
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02 Assemble
Answers become a prep-ready workpaper
Every response and document assembles into one bookmarked workpaper, filed automatically in the client's SmartVault folder.
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03 Complete Prep
The draft return, created in ProConnect
The finished workpaper creates the current-year draft return in ProConnect, no manual data entry, inside the system of record you already use.
SmartRequestAI and Other Solutions
SmartRequestAI works with any tax software, your prior-year return does the setup.
SmartRequestAI builds a personalized questionnaire from prior year data, follows up until clients respond, and assembles everything into one prep-ready workpaper.
Deeper integration is available for Lacerte and ProConnect.
Key Benefits:
- Build: Upload and tag last year's 1040 in SmartVault, and SmartRequestAI turns it into a personalized questionnaire and document list, with Automated Reminders that follow up until clients respond.
- Assemble: Every response and document assembles into one bookmarked, prep-ready workpaper, filed automatically in the client's SmartVault folder.
- Prep: Your team works from one bookmarked, prep-ready workpaper with every answer and source document in place. Entering the return goes faster when nothing has to be tracked down in emails or loose files.
Discover What You’re Missing
Thinking about upgrading? Whether you’re on Standard or Accounting Pro, see how Accounting Unlimited unlocks more storage, features, and flexibility. Compare plan options side-by-side and upgrade when you’re ready.
Key Benefits:
- Unlock more SmartVault tools and features
- Add unlimited guest users and team members
- Save time with advanced automation and integrations
Send & Sign Smarter with Built-In eSignatures
Streamline how you send engagement letters, 8879s, and other signature requests directly from SmartVault. With our DocuSign integration, you can securely request eSignatures, track status, and automatically store completed documents in the right client folder.
Key Benefits:
- Reduce back-and-forth with clients
- Get forms signed faster and more securely
- Eliminate manual filing with auto-save to folders
Store and Prove Compliance with Confidence
Need a secure place to store critical compliance documents? Compliance Vault helps your firm meet IRS and FTC Safeguards requirements with controlled access, audit logs, and secure archiving.
Key Benefits:
- Centralize your WISP, privacy policy, security training records, and more
- Easily prove compliance in audits
- Easily prove compliance in audits
Quoters
Quoters is Retiring, and SmartProposal Will Take Over in Q1 2027
Quoters will retire on May 1, 2027, and will keep working as it does today until then. If you pay for Quoters as an add-on, the charge will come off your bill automatically when it retires, with nothing for you to do. SmartProposal will take over with pricing guided by data from 1,800+ accounting firms and three-tier proposals your clients choose from, reducing back-and-forth on scope before work begins.
Included in Accounting Pro and Accounting Unlimited plans.
Docdown
Build forms, engagement letters, and fillable PDFs, collect client signatures online, and save completed documents to the right client folder in SmartVault.
Included in Accounting Unlimited and available as an add-on on other plans.
Key Benefits:
- Clients complete and sign forms online, with no printing or scanning
- Completed forms can be saved automatically to the client folder, so your team spends less time filing
COMING Q1 2027
Price Smarter with SmartProposal
SmartProposal will give your firm pricing guided by data from 1,800+ accounting firms and three-tier proposals your clients choose from, reducing back-and-forth on scope before work begins.
Included at no additional cost on Accounting Pro and Accounting Unlimited plans
Key Benefits:
- Fees set from market data across 89 service types, not guesswork
- Set your services and prices once, and SmartProposal builds three-tier proposals your clients choose from, with less back-and-forth on scope
- eSignature and payment collection in one flow, through CPACharge or your own payment service, so engagements can be signed and paid before work begins
Contact Support
Email: help@smartvault.com
Phone: (888) 607-4275
Hours:
US: Mon-Fri – 9AM-6PM CST
UK: Mon-Fri – 3PM-1AM GMT
2026 Fall What’s New, What’s Coming Webinar
See the latest SmartVault innovations, including deeper integrations and upcoming features, plus resources to prepare your firm for tax season.
Tax Season Readiness Webinar Series
Getting Your Firm Ready for 2026 Tax Season
Engage Smarter, Collect & Prep Faster
Where Does It Go? Security & Peace of Mind After Tax Season
Download Your Checklist
Fastest Way to Get Returns into SmartVault
Save time this tax season with the fastest way to get tax returns into SmartVault. This short video and step-by-step guide show how to send returns into the right place automatically, so documents land exactly where they belong without extra steps.
SmartRequestAI Resources
Two ways to get up and running with SmartRequestAI — learn on your own schedule, or get answers live from the people who built it.
SmartRequestAI Course
SmartRequestAI Office Hours
Watch the Summer Product Spotlight Webinar
Catch up on the latest What’s New, What’s Coming Product Spotlight Webinar and see our recent innovations for yourself, including our new integrations and tax readiness resources.
