SmartVault

@UC3sfaSZcnekP9ioG3pwjzOw - 358 subscribers

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: www.smartvault.com/tax-prep/ 👉 Integrations: www.smartvault.com/integrations/

Home Videos Live Playlists

Secure Digital Document Management for Estate Planning Firms (What You Need to Know)

Secure Digital Document Management for Estate Planning Firms (What You Need to Know) SmartVault

11 views - 1 week ago

AI-Powered Tax Intake with Automated Reminders

AI-Powered Tax Intake with Automated Reminders SmartVault

13 views - 1 week ago

Summer 2026 What's New & What's Coming at SmartVault | SmartProposals, AI Automation & Roadmap

Summer 2026 What's New & What's Coming at SmartVault | SmartProposals, AI Automation & Roadmap SmartVault

25 views - 2 weeks ago

How SmartProposals Works — Pricing, Proposals, and Payment for Accounting Firms

How SmartProposals Works — Pricing, Proposals, and Payment for Accounting Firms SmartVault

21 views - 3 weeks ago

What Tax Season Looks Like When Your Accounting Firm's Engagement Stage Works

What Tax Season Looks Like When Your Accounting Firm's Engagement Stage Works SmartVault

14 views - 3 weeks ago

3 Reasons Accounting Firms Are Still Running the Same Pricing They Had 3 Years Ago

3 Reasons Accounting Firms Are Still Running the Same Pricing They Had 3 Years Ago SmartVault

9 views - 3 weeks ago

The Real Cost of Scope Creep for Accounting Firms — It's Not Just the Billable Hours

The Real Cost of Scope Creep for Accounting Firms — It's Not Just the Billable Hours SmartVault

15 views - 3 weeks ago

Why Raising Your Rates Won't Fix Your Accounting Firm's Revenue Problem

Why Raising Your Rates Won't Fix Your Accounting Firm's Revenue Problem SmartVault

7 views - 3 weeks ago

FileCabinet CS Is Ending. What UltraTax CS Firms Need to Do Now

FileCabinet CS Is Ending. What UltraTax CS Firms Need to Do Now SmartVault

38 views - 3 weeks ago

What’s Slowing Down UltraTax Firms. And How to Fix It Without Replacing UltraTax

What’s Slowing Down UltraTax Firms. And How to Fix It Without Replacing UltraTax SmartVault

94 views - 1 month ago

How to Stop Giving Away Free Advice (and Get Paid for Your Expertise)

How to Stop Giving Away Free Advice (and Get Paid for Your Expertise) SmartVault

19 views - 2 months ago

How to Turn Tax Clients into Advisory Clients

How to Turn Tax Clients into Advisory Clients SmartVault

28 views - 2 months ago

3 Quick Revenue Wins for Tax Season

3 Quick Revenue Wins for Tax Season SmartVault

30 views - 2 months ago

The Hidden Cost of "Good Enough" for Accounting Firms | Tax Workflow

The Hidden Cost of "Good Enough" for Accounting Firms | Tax Workflow SmartVault

20 views - 2 months ago

Why Accounting Workflows Feel Productive (But Aren't) | The Busy Season Trap

Why Accounting Workflows Feel Productive (But Aren't) | The Busy Season Trap SmartVault

21 views - 2 months ago

Why Tax Workflow Visibility Isn't Enough (And What Actually Fixes It)

Why Tax Workflow Visibility Isn't Enough (And What Actually Fixes It) SmartVault

20 views - 2 months ago

How Accounting Firms Accidentally Make Tax Season Harder Every Year

How Accounting Firms Accidentally Make Tax Season Harder Every Year SmartVault

29 views - 2 months ago

FileCabinet CS Sunset Explained. Why UltraTax Firms Must Act Now

FileCabinet CS Sunset Explained. Why UltraTax Firms Must Act Now SmartVault

95 views - 3 months ago

UltraTax CS Users: Build a Stronger Foundation with SmartVault Document Management

UltraTax CS Users: Build a Stronger Foundation with SmartVault Document Management SmartVault

137 views - 3 months ago

Busy, Stressed, and Targeted: Cybersecurity Lessons for Tax Season

Busy, Stressed, and Targeted: Cybersecurity Lessons for Tax Season SmartVault

40 views - 4 months ago

SmartRequestAI for Guest Users

SmartRequestAI for Guest Users SmartVault

46 views - 4 months ago

How to Automate Tax Client Intake with AI | SmartVault Webinar

How to Automate Tax Client Intake with AI | SmartVault Webinar SmartVault

94 views - 4 months ago

Speed Up Your Tax Season: The Fastest Way to Get Returns into SmartVault & Tagged Properly

Speed Up Your Tax Season: The Fastest Way to Get Returns into SmartVault & Tagged Properly SmartVault

61 views - 4 months ago

Manually Tagging Documents in the Online Portal | SmartVault Tutorial

Manually Tagging Documents in the Online Portal | SmartVault Tutorial SmartVault

46 views - 4 months ago

Calling BS on Cybersecurity Nonsense | What Accounting Firms Need to Know

Calling BS on Cybersecurity Nonsense | What Accounting Firms Need to Know SmartVault

23 views - 4 months ago

Building the Perfect Tax Tech Stack Around Intuit ProConnect | SmartVault + Karbon + Ignition

Building the Perfect Tax Tech Stack Around Intuit ProConnect | SmartVault + Karbon + Ignition SmartVault

53 views - 4 months ago

ProConnect + SmartVault: The Future of Tax Prep in the Cloud

ProConnect + SmartVault: The Future of Tax Prep in the Cloud SmartVault

68 views - 4 months ago

Your Competitive Edge This Tax Season: A Connected Workflow for Drake & CCH Firms

Your Competitive Edge This Tax Season: A Connected Workflow for Drake & CCH Firms SmartVault

29 views - 4 months ago

See in Action: Tax Client Intake with SmartRequestAI

See in Action: Tax Client Intake with SmartRequestAI SmartVault

115 views - 4 months ago

SmartRequestAI Training: How to Create, Send, Track, and Generate Workpapers in SmartVault

SmartRequestAI Training: How to Create, Send, Track, and Generate Workpapers in SmartVault SmartVault

107 views - 5 months ago

How I Doubled My Firm and Got My Life Back | A CPA's Blueprint for Growth Without Burnout

How I Doubled My Firm and Got My Life Back | A CPA's Blueprint for Growth Without Burnout SmartVault

36 views - 5 months ago

5 Ways to Boost Profits This Tax Season | Automate, Price Smarter, and Scale Your Firm

5 Ways to Boost Profits This Tax Season | Automate, Price Smarter, and Scale Your Firm SmartVault

30 views - 5 months ago

The Modern Intuit Firm - Turn Chaos into a Connected Workflow

The Modern Intuit Firm - Turn Chaos into a Connected Workflow SmartVault

46 views - 5 months ago

The Psychology of a Modern Tax Workflow. Reduce Stress, Decision Fatigue, and Compliance Risk

The Psychology of a Modern Tax Workflow. Reduce Stress, Decision Fatigue, and Compliance Risk SmartVault

64 views - 5 months ago

How a Small Tax Firm Handles 600+ Returns with SmartVault

How a Small Tax Firm Handles 600+ Returns with SmartVault SmartVault

45 views - 5 months ago

How SmartVault Complements Your Rightworks Cloud & Streamlines Tax Workflows

How SmartVault Complements Your Rightworks Cloud & Streamlines Tax Workflows SmartVault

95 views - 7 months ago

How Accounting Firms Can Better Serve Gig-Economy Clients

How Accounting Firms Can Better Serve Gig-Economy Clients SmartVault

45 views - 8 months ago

Introducing SmartRequestAI™ — The AI-Powered Way to Fix Tax Client Intake (for Good)

Introducing SmartRequestAI™ — The AI-Powered Way to Fix Tax Client Intake (for Good) SmartVault

71K views - 8 months ago

How to Print a Tax Return from Intuit ProConnect Tax Online to SmartVault

How to Print a Tax Return from Intuit ProConnect Tax Online to SmartVault SmartVault

240 views - 8 months ago

Document Management for Drake Users

Document Management for Drake Users SmartVault

32 views - 8 months ago

Document Management for CCH Axcess Users

Document Management for CCH Axcess Users SmartVault

53 views - 8 months ago

SmartVault + Intuit: Seamless Integrations for ProConnect, Lacerte, and ProSeries Users

SmartVault + Intuit: Seamless Integrations for ProConnect, Lacerte, and ProSeries Users SmartVault

85K views - 8 months ago

Secure Cloud Document Management & Client Document Intake Solution for Accountants

Secure Cloud Document Management & Client Document Intake Solution for Accountants SmartVault

521 views - 8 months ago

SmartVault for Accountants: Connect Your Entire Tax Prep Workflow

SmartVault for Accountants: Connect Your Entire Tax Prep Workflow SmartVault

5.7K views - 8 months ago

Fix Your Tax Prep Chaos: Build a Smarter Workflow Before Busy Season Hits

Fix Your Tax Prep Chaos: Build a Smarter Workflow Before Busy Season Hits SmartVault

159 views - 8 months ago

SmartVault + Intuit ProConnect: Automate Your Tax Workflow | Save Hours Per Return

SmartVault + Intuit ProConnect: Automate Your Tax Workflow | Save Hours Per Return SmartVault

5.8K views - 9 months ago

Integrate Your Accounting Tech Stack with SmartVault | Document Management & Client Portal

Integrate Your Accounting Tech Stack with SmartVault | Document Management & Client Portal SmartVault

151 views - 9 months ago

Cyberattacks on Small Businesses: How to Protect Your Data

Cyberattacks on Small Businesses: How to Protect Your Data SmartVault

9 views - 10 months ago

Ransomware Walkthrough: What Every Firm Needs to Know | Luke Kiely, SmartVault CISO

Ransomware Walkthrough: What Every Firm Needs to Know | Luke Kiely, SmartVault CISO SmartVault

16 views - 10 months ago

How to Price any Client in 3 Steps with SmartPath for CPAs

How to Price any Client in 3 Steps with SmartPath for CPAs SmartVault

23 views - 10 months ago

SmartVault Reviews: CPA Firm Breaks Through Growth Barriers

SmartVault Reviews: CPA Firm Breaks Through Growth Barriers SmartVault

28 views - 10 months ago

SmartVault Reviews: Becoming a Paperless Accounting Firm

SmartVault Reviews: Becoming a Paperless Accounting Firm SmartVault

33 views - 10 months ago

SmartVault Reviews: 24/7 Access & Effortless Document Sharing

SmartVault Reviews: 24/7 Access & Effortless Document Sharing SmartVault

88 views - 10 months ago

Stop Chasing Client Docs — Use SmartScan by SmartVault

Stop Chasing Client Docs — Use SmartScan by SmartVault SmartVault

349 views - 10 months ago

Upgrade Before FileCabinet CS Sunsets – SmartVault Is Ready

Upgrade Before FileCabinet CS Sunsets – SmartVault Is Ready SmartVault

2.4K views - 10 months ago

Why Accountants Are Ditching FileCabinet CS for SmartVault

Why Accountants Are Ditching FileCabinet CS for SmartVault SmartVault

39 views - 11 months ago

FileCabinet CS Is Ending – What’s Your Plan?

FileCabinet CS Is Ending – What’s Your Plan? SmartVault

74K views - 11 months ago

FileCabinet CS Is Going Away - Here’s Why Accountants Are Switching to SmartVault

FileCabinet CS Is Going Away - Here’s Why Accountants Are Switching to SmartVault SmartVault

281K views - 11 months ago

Why SmartVault Is the Better Choice Over Intuit DMS | Dawn Brolin’s Deep Dive

Why SmartVault Is the Better Choice Over Intuit DMS | Dawn Brolin’s Deep Dive SmartVault

101 views - 11 months ago

Intuit DMS vs. SmartVault: Which one is better for you?

Intuit DMS vs. SmartVault: Which one is better for you? SmartVault

58 views - 11 months ago