Tax season doesn’t have to feel like a grind. Between chasing client documents, juggling disconnected apps, and managing review bottlenecks, it’s easy to see why 99% of tax and accounting professionals report burnout – and nearly 70% call it chronic.

But imagine this instead: you use SmartRequestAI – SmartVault’s intelligent tax intake solution – to create personalized document request lists and custom questionnaires for each client (in bulk), your clients receive one secure link, upload their documents effortlessly, and SmartVault automatically identifies and routes every file to the right folder. No chasing, no guessing, no wasted time.

Then SmartRequestAI creates a formatted workpaper and source files ready for automated import into your tax prep app with SmartVault’s integrated software partners – including Lacerte, ProSeries, ProConnect, Ultratax, Drake and CCH.

That’s the power of a connected tax workflow, and exactly what we’ll explore in our upcoming webinar.

Five Key Stages of the Tax Workflow

We’ll walk through the five key stages of the tax workflow and show how connecting them (and automating your intake with SmartRequestAI) can transform your firm:

  1. Engage:
    First impressions matter. When a new client signs on, you’ve got about 72 hours to show that you’re modern, secure, and easy to work with. We’ll share how a unified client portal and automated onboarding can create that “wow” moment from day one.
  2. Collect:
    The most time-consuming part of tax season just got easier. SmartRequestAI automatically creates custom questionnaires and document request lists for your clients, saving your staff up to 90 minutes per return.
  3. Prep & Review:
    When your team can instantly locate and trust the documents they need, prep time drops and accuracy goes up. Learn how connected folders and version control keep your entire team on the same page.
  4. Deliver:
    With secure portals, eSign, and built-in payment options, you can deliver returns faster and improve cash flow, no messy email threads required.
  5. Archive:
    Close the loop with a compliance-ready archive that automatically retains everything in one secure, searchable system.

Why Attend:

  • Save Time: Firms using SmartRequest AI and a connected workflow cut document collection time dramatically.
  • Reduce Burnout: Automate tedious admin tasks so your team can focus on client work.
  • Delight Clients: Give them one login, one portal, one seamless digital experience.
  • Stay Compliant: Secure document management and consistent folder structures make compliance with IRS 4557 and FTC Safeguards simple.
  • Scale with Confidence: Handle more clients without adding staff – or stress.

Register Now

Stop letting disconnected tools and manual processes run your tax season. Join us to see how SmartRequestAI and SmartVault bring every stage of your workflow together — from client intake to archive.