Why SmartVault

Building the Future of Accounting. One Innovation at a Time.

SmartVault evolves with your firm, delivering smarter workflows, deeper integrations, and a more connected, secure future, all driven by real feedback from accounting and tax pros like you.

What’s New in SmartVault

Throughout the year, we release powerful updates designed to streamline your workflows, boost security, and improve how your firm serves clients.

Act as Taxpayer (SmartRequestAI)

Firm users can update answers or upload documents on behalf of clients, helping reduce back-and-forth and speed completion.

Send Back to Taxpayer (SmartRequestAI)

Firms can send submitted requests back to clients with a message and direct link to the section needing updates, improving clarity and response.

Streamlined SmartRequest Actions

New contextual menus and smarter action buttons make managing SmartRequests more intuitive and efficient for firm users.

View All January Release Notes

SmartRequestAI is now LIVE!

Automate and simplify your document collection and client intake workflows with guided requests, real-time tracking, and less manual follow-up.

Learn More →

ProConnect Integration

Seamlessly print and store tax returns from Intuit ProConnect directly to SmartVault, keeping every client document organized, compliant, and ready for review.

How to Set Up ProConnect Integration

SmartVault Browser Extension for Quickbooks Online

Seamlessly attach, preview, and securely manage documents in QuickBooks Online using the new SmartVault Browser Extension with no system switching required.

View All September Release Notes

SmartScan Document Capture

Instantly upload photos as PDFs from your mobile device including multi-page documents.

Enhanced SmartRouting: Custom Mappings

Create tailored file names and tags for tax documents and automatically route them to the correct folders, saving time and eliminating manual workarounds.

Improved Portal Sign-In Experience

More branding flexibility, easier customization, and enhanced ADA compliance make accessing the portal smoother for everyone.

View All May Release Notes

Improvements to Docdown Management

The “Owner” role has been replaced with “Admin” for all accounts, simplifying user permissions and ensuring alignment with SmartVault integration.

Enhanced Docdown Workflow Controls

Users can now view documents side-by-side with form questions, download forms directly, and manage submissions with greater ease.

View All February Release Notes

Expanded Linked Clients Limit

You can now link up to 50 clients, an increase from the previous limit of 15, making it easier to manage complex relationships and multi-entity client structures.

Improved Client Merge Experience

The client merge process in Connected Desktop now mirrors the Online Portal for a more consistent experience. Files with identical names are automatically renamed during merges to ensure documents transfer smoothly.

Smarter Error Screens

Updated messaging now offers clearer guidance when issues occur, helping you resolve them faster and keep work moving.

View All January Release Notes

View All Release Notes

What’s Coming Next

We build for the future of tax and accounting, guided by user feedback and industry insight.

*Disclaimer: Release dates subject to change. (Updated 2/5/2026)

ALL

June 2026

November 2026

January 2027

RELEASED

June 2026

Automated Reminders

Automatically send up to five email reminders to clients to complete SmartRequestAI questionnaire and submit tax documents.

What’s the value?
• Higher client completion rates
• Fewer manual follow-ups
• Faster document collection and turnaround time

June 2026

Client Matching

Automatically connect and reconcile client records across SmartVault and integrated applications. Reduce duplicates, eliminate mismatched folders, and improve data accuracy so your firm can rely on a clean, trusted system of record.

What’s the value?
• Fewer duplicate clients
• More reliable automation
• Less manual cleanup

June 2026

Connected Desktop Optimizations

November 2026

SmartRequestAI Activity Logs

November 2026

SmartProposals

Create, send, and track engagement proposals in a streamlined workflow. Define scope upfront, align on pricing, and move clients seamlessly from proposal to signed agreement.

What’s the value?
• Reduces scope creep
• Improves onboarding experience
• Aligns billing and engagement terms

November 2026

IP Allowlisting

Restrict platform access to approved IP addresses to strengthen security and support firm compliance policies.

What’s the value?
• Added layer of enterprise-grade security
• Greater control over access
• Supports compliance requirements

November 2026

Settings Page UI Enhancements

January 2027

File Retention Controls

Customizable retention settings at the account, folder, and file levels help firms manage document lifecycles with precision. Enforce compliance policies, automate retention rules, and maintain audit-ready governance of sensitive client data.

What’s the value?
• Supports compliance and regulatory requirements
• Reduces manual retention management
• Protects sensitive data with structured governance

RELEASED

ProConnect Integration

SmartVault is the only fully integrated Document Management System for Intuit ProConnect, offering improved document filing, standardized engagement workflows, and seamless client collaboration.
Learn More

RELEASED

SmartRequest AI^™

AI-powered document request lists generated from prior year’s tax return data help streamline intake with personalized checklists and custom questions.
Learn More

RELEASED

SmartScan

Snap photos of documents from your phone or tablet, which upload to SmartVault as clean, cropped PDF files.
Learn More

RELEASED

QuickBooks Online Integration

Attach documents to QBO transactions and clients directly from SmartVault, eliminating the need to switch between tools.
Learn More

RELEASED

Portal Sign-In Experience Enhancements

A faster, cleaner login experience across devices with added security enhancements.

RELEASED

SmartRouting: Custom Mappings

Fine-tune document routing rules to fit your folder structure, naming preferences, and unique workflows.
Learn More

We Build What Accountants Need—Because We Listen

Every feature we release is shaped by feedback from firms like yours. We’re building not just a product, but a platform to grow with your firm—today and tomorrow.

Book a Demo

Got a product idea or feature request?

We’d love to hear from you.  Email our Product Team directly at features@smartvault.com.

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Collect Tax Docs Faster with SmartRequest AI

Streamline the entire “Collect” phase of tax prep with intelligent automation built for accounting professionals.

SmartRequest AI simplifies client intake by using prior-year returns to generate a custom questionnaire and document request list. Clients upload source documents through a clean interface, and SmartVault organizes everything into a formatted workpaper that is ready for tax prep.

Quick Workflow Highlights: