SmartVault

SmartVault is a Connected Tax Prep Workflow solution built on a secure document management system and client portal designed for accounting and tax firms. Automate client intake with SmartRequestAI, organize and manage documents, collaborate with your team, and deliver returns securely. All in one workflow built for modern tax preparation.

This channel shows you how to eliminate manual work, improve client experience, and run a more efficient firm.

Watch to learn:
• Document management and client portal best practices
• SmartRequestAI client intake automation
• Integration demos for Lacerte, ProConnect, ProSeries, UltraTax, Drake, CCH, and more
• Tutorials, product updates, and customer stories

👉 Tax Prep Workflow: https://www.smartvault.com/tax-prep/
👉 Integrations: https://www.smartvault.com/integrations/