11 workflow automations purpose-built on top of SmartVault — no data leaves your system, no parallel tool for your team to learn.
AI reconciles each line of the return against source docs in Drake Tax and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in Drake Tax, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the engagement letter, generates a tailored document-request list for the client's Individual Tax profile, chases missing items across email and Drake Tax, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI monitors Drake Tax and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Drake Tax, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI monitors nexus thresholds, pulls transaction data from UltraTax CS, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI identifies 1099-eligible vendors from UltraTax CS, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI builds the BvA view directly from UltraTax CS, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Estate & Gift Tax patterns, routes approvals, and sends payment files to Lacerte — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of SmartVault for any repetitive process. Tell us what you'd automate.
