SmartVault - Online Document Storage and Secure File Sharing for Business
Latest Product Updates and Feature Enhancements on SmartVault
SmartVault Expands Capabilities to Power the Entire End-to-End Tax Preparation Workflow | SmartVault
SmartVault has expanded its capabilities to support the entire tax preparation workflow, integrating AI-powered client intake, SmartScan for document conversion, and SmartRouting for automated docume...nt management. The platform now includes integrations with major tax prep applications like Intuit ProConnect and Thomson Reuters UltraTax CS, enhancing efficiency and security. SmartVault's new SmartRequestAI automates client information collection, reinforcing its role as a comprehensive solution for accounting firms.
SmartVault plans to launch SmartRequestAI, a tool designed to automate document collection and client intake processes for tax professionals. This new feature aims to enhance productivity by integrat...ing AI capabilities into existing document management systems, offering a streamlined solution for tax-related tasks.
Tech news : SmartVault plans release of AI document management solution
SmartVault is set to launch SmartRequestAI, an AI-driven document management solution tailored for tax season. This tool features an AI-powered questionnaire, bulk client request creation, and a dash...board for monitoring status. It integrates with SmartVault's platform, ensuring SOC 2 Type 2 compliance and secure client data handling. SmartRequestAI will be available to all SmartVault customers later this year.
SmartVault to Launch SmartRequestAI to Automate Document Collection and ...
SmartVault is set to launch SmartRequestAI, an AI-powered tool designed to automate document collection and client intake for tax professionals. This new feature, integrated into the SmartVault platf...orm, aims to save firms 6090 minutes per tax return by streamlining workflows and reducing reliance on third-party apps. SmartRequestAI enhances efficiency, minimizes risk, and improves client experience with features like AI-driven questionnaires and secure data handling.
Strategic Partnerships and Integrations of SmartVault
CloudSolutions Alliance Expands to Include Cloud-based Document Management Leader SmartVault | SmartVault
SmartVault has joined the CloudSolutions Alliance, enhancing its offerings with cloud-based document management solutions. This partnership aims to help accounting firms adopt cloud, SaaS, and paperl...ess technologies for improved client service and operational efficiency. SmartVault's CEO, Eric Pulaski, emphasizes the importance of integrating these technologies to boost competitiveness and profitability for firms of all sizes.
SmartVault Becomes First Document Management Platform to Integrate with Intuit ProConnect Tax | SmartVault
SmartVault has integrated its document management system with Intuit ProConnect Tax, enhancing tax prep workflows for accounting firms. This integration automates client creation, document routing, a...nd e-signature processes, improving efficiency and data security. The integration, part of a strategic partnership with Intuit, will be available in early Summer 2025.
XpandedReports Announces Integration with SmartVault | SmartVault
XpandedReports and SmartVault have integrated their systems to enhance document management efficiency for QuickBooks users. This integration allows users to save reports directly to SmartVault, strea...mlining document archiving and sharing. The collaboration supports a unified document management platform, offering features like custom branded portals and secure file sharing. The integrated solution will be available in Q4 2011.
Karbon, Ignition & SmartVault Partner to Simplify and Streamline Tax Workflows for Intuit ProConnect Firms | SmartVault
SmartVault, Karbon, and Ignition have formed a strategic partnership to create an integrated ecosystem for Intuit ProConnect users. This collaboration aims to streamline tax workflows by combining pr...actice management, client engagement, and document security. The partnership addresses common challenges in tax and accounting firms, offering seamless integration and enhanced functionality for modern, connected solutions.
SmartVault has partnered with nGenx to offer cloud-based document management solutions to nGenx's customers. This collaboration integrates SmartVault's document management with nGenx's application ho...sting services, enhancing QuickBooks functionality and providing secure, anytime access to data. The partnership aims to facilitate a seamless transition to cloud services for small and medium businesses.
SmartVault, in collaboration with Karbon and Ignition, launched the Intuit ProConnect Ecosystem for Tax Firms. This integrated platform offers a seamless workflow for tax professionals, combining Kar...bon's work orchestration, Ignition's client engagement and billing automation, and SmartVault's document management. The ecosystem enhances ProConnect with features like contact synchronization and e-signature capabilities, and is available immediately for firms to implement.
