Description
SmartVault's SmartRequest AI is designed to automate the tax document collection process for accounting firms. By leveraging prior-year tax returns stored in SmartVault, it generates personalized questionnaires tailored to each client's unique situation. This eliminates the need for generic checklists and ensures that clients only provide the necessary documents.
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The client experience is streamlined, as they receive a secure email link or can log into the SmartVault portal to complete their Smart Request. The process is mobile-friendly, allowing clients to use their phones to upload documents via SmartScan, which converts photos into high-quality PDFs.
SmartRequest AI also includes automated reminders, ensuring that follow-ups are handled without staff intervention. This feature continues until the client submits the required documents, reducing the time spent on manual follow-ups.
Security is a top priority, with SmartRequest AI operating within SmartVault's SOC 2 Type 2–compliant environment. This ensures that sensitive data is protected and that firms remain audit-ready. Importantly, the AI models used do not train on client data, maintaining privacy and compliance.
SmartRequest AI is integrated directly into SmartVault, allowing documents to flow seamlessly into the correct client folders without manual handoffs. This integration reduces the risk associated with using multiple vendors and systems. The tool is available as an add-on to existing SmartVault subscriptions, with requests purchased in bundles of 50 that never expire.
Overall, SmartRequest AI offers a comprehensive solution for automating tax document collection, enhancing efficiency, and maintaining security, making it an invaluable tool for accounting firms.
- CategoryWorkflow Automation
- Pricing ModelSubscription
- DeploymentCloud
- PlatformsWeb
SmartVault SmartRequest AI's Core Features
Automated personalized questionnaires
Mobile-friendly client portal
SmartScan for document uploads
Automated follow-up reminders
SOC 2 Type 2 compliance
Integration with SmartVault
No data training on client information
Document flow into client folders
How to use SmartVault SmartRequest AI?
Configure: Set up SmartRequest AI with your firm's templates
Use: Generate personalized document requests
Optimise: Automate follow-ups and document organization
Secure: Ensure compliance with SOC 2 Type 2 standards
SmartVault SmartRequest AI's Use Cases
- Tax Document Collection
- Client Intake Automation
- Mobile Document Upload
- Automated Follow-Ups
- Secure Data Management
