Client Status Communication for Tax Preparers with SmartVault
The Problem
Tax Preparers field the same 'where is my return' / 'did you get my docs' emails all day, and the ones who don't get answers within a few hours churn to a faster firm.
What We Build in SmartVault
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.
SmartVault Integration Approach
Audit your SmartVault configuration
We map the specific SmartVault objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
Build on the SmartVault API or agent
Integration happens inside SmartVault — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in SmartVault with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your SmartVault instance
30-minute call. We'll look at your actual SmartVault setup and show exactly how this workflow fits.