Integrated, cloud-based document management system (DMS) provider SmartVault is unveiling SmartRouting, a feature that creates logical, effortless organization between Thomson Reuters® UltraTax CS tax application and SmartVault.
This seamless integration enables users to print and automatically route documents like tax returns from UltraTax CS directly to the correct folder in SmartVault. This creates standardized processes between the user, their staff and their customers, resulting in an improved user experience, greater efficiency and more effective collaboration.
SmartVault President Dania Buchanan says the feature is tailored for UltraTax CS and SmartVault users who want to create efficient, scalable processes powered by a leading-edge tech stack. “The integrated experience between UltraTax CS and our document management and client portal platform—that over 30,000 accountants rely on today—will alleviate the pain points many UltraTax CS users have with their current DMS options.”
SmartVault offers accounting professionals a unified platform that ensures secure document collection, storage, and collaboration among team members and their clients. “This integration with UltraTax CS lets users further elevate their productivity and enhance client interactions, optimizing their overall workflow and increasing profits,” says Daniel Fritz, Head of Product.
For more information and to see SmartRouting in action, visit CLICK HERE.
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