Tax Workflow Automation Software for Efficient Tax Prep
SmartVault automates every step of your tax workflow, from client onboarding and document collection to tax preparation, secure delivery, and compliant storage.
Explore How SmartVault Supports Every Step
Start clients with clarity. Set expectations, request key details, and make it simple for clients to participate in the process.
- Client outreach
- Engagement letter signing
- Proposal & pricing estimates
- Client intake & information capture
- Bulk engagement letters & client record creation
- Secure portal for document submissions
Remove guesswork before the work even begins. Your team avoids the chaos before it starts.
This is where firms lose the most hours. SmartVault centralizes requests, tracks what is missing, and gives clients an intuitive place to upload documents.
- Client uploads & document tracking
- Bulk document requests
- Reduced manual follow-ups for missing files
- Structured digital intake forms for tax data collection
- Mobile-friendly document scanning that uploads as PDFs
SmartVault eliminates “We’re still missing documents” by making every request traceable and every upload organized.
Your team works faster when documents route automatically into the right folders and your workpapers stay organized.
- Sync tax documents directly with Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake
- Secure document storage with version control
- Automated workpaper filing & review workflows
- Team collaboration with role-based access
- Convert scanned tax documents into digital files instantly
If signatures or approvals slow you down, SmartVault keeps the process simple enough that clients don’t need explanations.
Clients get a clean, secure delivery experience that works every time.
- Form 8879 & document signing with KBA identity verification
- Secure client access to completed returns
- Digital tax return delivery that eliminates email risks
- Organized return distribution where documents remain restricted until payment is received
No more hoops for clients to jump through. Fewer delays, fewer surprises.
Keep all documents organized, searchable, and audit-ready.
- Retain tax documents securely for required retention periods
- SOC 2 Type 2 compliant for rigorous data protection
- IRS 4557 & FTC Safeguards Rule compliance for tax firms
- Advanced search & retrieval for archived documents
- Audit logs & role-based access permissions
When files are always where they belong, there is no room for misplacing or misrouting.
Seamless Integrations with Tax Software
Works effortlessly with leading tax prep tools:
Automate Tax Client Intake with SmartRequestAI™
AI-powered solution eliminates manual work, streamlines client communication, and ensures document security, all within SmartVault.
- AI-generated custom questionnaire and document request from prior year return.
- Bulk creation of client requests to save valuable time.
- With SmartScan, clients can snap photos of docs from their mobile device and upload high quality, cropped PDF’s directly into SmartVault
- Client-friendly dashboard to monitor request progress.
- Send reminders via email to clients
- Formatted workpaper with source docs neatly compiled
How The DC Firm Enhanced Client Services, Cut Costs, and Moved to a Digital Office with SmartVault
“It was horrible,” recalls Sandy Christiansen, The DC Firm’s Administrator, of the chaotic tax season when their previous client portal failed. As a practice managing 500 clients and processing over 525 tax returns annually, the client portal plays a significant role in tax season. But it wasn’t just the portal going down at the peak of busy season. Sandy continues, “The portal had no automated workflow – everything was manual. And to compound matters, our IT contractor discovered a serious security flaw in the system.”
The DC Firm needed a solution – and fast.
Have Questions? We’ve Got Answers.
Does SmartVault integrate directly with my current tax software?
Yes. SmartVault integrates seamlessly with Lacerte, ProSeries, ProConnect, UltraTax CS, and Drake.
Is SmartVault secure enough for sensitive tax documents?
Yes. SmartVault is SOC 2 Type 2 compliant and aligns with IRS 4557 and the FTC Safeguards Rule to ensure strong, reliable protection for your documents.
Is the SmartVault tax workflow linear?
No, it’s a continuous loop optimized for each tax year.
See How SmartVault Will Work for Your Organization
SmartVault is the easiest and most secure way for you and your staff to gather, store, share, and eSign documents in the cloud. We’re confident that you’ll agree, but why not take a closer look? We would be happy to give you a personalized tour and answer any questions you have. There’s no risk in learning more. Book your session today.
