Introduction to Smart Vault

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Smart Vault Comprehensive Overview

Tax season doesn't break because of tax prep. It breaks at client intake. In this webinar, Tired of chasing messy client documents? SmartScan by Accounting firms using UltraTax CS often struggle with document chaos, manual routing, and outdated document management ...

This tutorial shows you how to use

Summary & Highlights for Smart Vault

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  • Tired of switching between five different systems just to complete one tax return? Your firm deserves better than disconnected ...
  • When you finish a return in Intuit ProConnect Tax, where do those files go? If your team is still downloading, uploading, and ...

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