SmartVault + TruePrep
The Super-Accountant Sidekick You’ve Always Wanted.
The SmartVault + TruePrep integration helps you cut time spent per return in half, answer client-specific tax questions in real time, and run complex tax calculations in seconds without having to hunt for source documents.
Upload your documents to SmartVault, then access them via the TruePrep interface – enabling you to run tax calculations, create tax summaries and draft emails based on your client data – without having to manually upload. Then, send an email directly from TruePrep, summarizing taxes and potential savings.
Eliminate Frustrations with Simple Workflows


Automate tax preparation, then run complex tax calculations for projections and estimates to help clients plan for next year.
Use AI to analyze your client data in SmartVault, providing client recommendations in minutes rather than hours.
Answer client questions like “How will the new state tax law affect my tax liability?” in seconds.
Stay ahead of the AI curve and learn how leading firms are combining the power of AI and secure document management to dramatically reduce tax preparation time.
Watch WebinarTruePrep has created the first virtual assistant for tax accountants. TruePrep can streamline administrative and advisory workflows by giving unparalleled access to client and tax law data.
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