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 Stage
Set expectations and pricing so billing happens on your terms.
Every firm prices differently. SmartVault equips you to define scope up front, align on service levels, and communicate billing before tax work begins. Clients know what to expect and where to go for everything that follows.
How firms use SmartVault at this stage:
- Digital engagement letters and proposals signed and stored automatically
- Pricing models that fit subscriptions, upfront billing, or deposits
- Clients onboarded directly into a secure portal from day one
Outcome. A shared understanding that prevents scope creep and protects revenue.
Stop chasing documents and give clients a clear path to completion.
SmartVault organizes intake so clients upload the right documents at the right time. Automated reminders and progress visibility keep your workflow moving instead of waiting.
How firms use SmartVault at this stage:
- Tailored document request lists based on each client’s needs
- Mobile-friendly uploads directly into organized, secure folders
- Tracking that shows exactly what is received and what is missing
Outcome. Documents arrive earlier and production can start without delays.
Turn collected documents into accurate, review-ready returns fast.
SmartVault keeps preparers and reviewers aligned in a single workspace. Source documents stay organized, version control stays clean, and collaboration happens without duplication or manual handoffs.
How firms use SmartVault at this stage:
- Secure access and workflow routing for each role on the team
- Clear naming logic and version history that simplify reviews
- Optional acceleration through automation and trusted partners like GruntWorx
Outcome. Faster prep cycles, fewer errors, and more returns completed each week.
Release completed returns securely and finish billing without friction.
SmartVault supports your billing model, whether it is subscription, full upfront payment, conditional release, or a combination. Delivery happens securely through the client portal, with signatures and approvals captured in a polished experience.
How firms use SmartVault at this stage:
- Final documents delivered securely and instantly
- Integrated eSignatures for 8879s and key tax forms
- Optional checkpoints to confirm payment before release
Outcome. Work delivered smoothly. clients served professionally. and revenue collected on schedule.
Secure and leverage client history to drive compliance and future value.
Archive is not the end of a return. It is peace of mind and a foundation for future services. SmartVault automates long-term storage. controls access. and supports retention and disposal policies that protect your firm.
How firms use SmartVault at this stage:
- Signed returns and source documents archived automatically
- Permission-based access for clients and auditors
- Secure document lifecycle management that reduces risk
Outcome. Audit readiness, efficient repeat work next season, and long-term trust with your clients.
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.
