SmartVault, a platform trusted for its secure document management and file-sharing capabilities, has announced a significant expansion that now enables accounting firms to manage the entire tax preparation process from start to finish within one platform. With this evolution, SmartVault is positioning itself as a core component in the modern tax technology stack.
For many firms, particularly smaller practices or those delivering client accounting services (CAS), the daily challenge is clear: streamline operations without compromising security or compliance. SmartVault’s newly expanded tools are designed to meet these needs by helping firms bring together their workflows, safeguard sensitive data, and improve overall efficiency.
“As technology rapidly evolves and intelligence accelerates, firms face growing pressure to boost efficiency while staying laser-focused on data security,” said Dania Buchanan, President of SmartVault. “By layering in high-value capabilities like automation and AI, SmartVault helps firms streamline tax prep, reduce document silos, and uphold the duty of care they owe their clients, all within a single, secure ecosystem.”
SmartVault’s platform now supports every major step in the tax preparation lifecycle. Key features include:
More information about the platform’s expanded capabilities is available on SmartVault’s tax workflow solution page.
SmartVault has also invested heavily in integrations that help firms work more efficiently with their preferred tax software. Current and upcoming integrations include:
These integrations support smooth document movement and organization across systems. They are particularly important as some native DMS tools are being phased out. For example, Thomson Reuters has announced that it will end support for FileCabinet CS in December 2027. SmartVault provides an alternative that is modern, secure, and fully supported.
Beyond tax software, SmartVault continues to support a best-of-breed approach through partnerships with other tools that firms use daily. Current integrations include:
These integrations help reduce document silos and streamline operations across the entire client engagement lifecycle.
SmartVault’s most recent innovation, SmartRequestAI™, offers firms a way to simplify one of the most time-consuming parts of tax season. The tool uses artificial intelligence to automate requests, helping firms eliminate manual follow-ups and minimize errors during the document collection process.
“Automating the client intake process was a logical area of investment,” Buchanan explained. “SmartRequestAI strengthens our commitment to helping firms every step of the way. From the moment a client comes on board to when their documents are securely archived, they won’t need to jump between tools or platforms.”
Whether your firm is looking to reduce overhead, improve turnaround time, or better prepare for regulatory shifts, SmartVault’s enhancements may offer the operational edge you need. Key benefits include:
Firms navigating software transitions, such as the retirement of legacy DMS tools, may find SmartVault a timely and practical solution.
SmartVault has redefined its role from a document repository to a comprehensive tax workflow solution. By combining automation, integration, and security within a single platform, the company now enables accounting firms to manage the complete client-to-compliance journey with greater control and less complexity.
To learn more, visit smartvault.com/solutions/workflows/tax-prep.
This article was generated by AI and reviewed and edited by a human.