Disconnected systems, manual document handling, and time-consuming client follow-ups can slow down tax preparation and create unnecessary work for your team.
This infographic maps the five stages every tax return moves through (engage, collect, prep and review, deliver, and archive) and shows how Rightworks and SmartVault connect them.
SmartVault integrates with the tax software you already use, including Lacerte, ProSeries, ProConnect, UltraTax CS, and Drake, so you can simplify tax preparation, reduce manual tasks, and create a better experience for your team and clients.
Download this infographic to:
- Identify common tax workflow bottlenecks that slow down preparation and delivery.
- Simplify client document collection with a secure portal, automated requests, and fewer manual follow-ups.
- Reduce manual filing with direct integrations with your tax software.
- Streamline tax return delivery with secure client access and eSignatures.
- Create a more connected workflow that improves productivity, protects documents, and saves your team time.
Planning a move off FileCabinet CS? Read Beyond FileCabinet CS: A Guide to Modernizing Your Firm’s Document Workflow.
Want to see it in action? Watch how SmartVault works with UltraTax CS in Rightworks.