10 workflow automations purpose-built on top of SmartVault — no data leaves your system, no parallel tool for your team to learn.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from Drake Tax and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. 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 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 watches calendar, email, and UltraTax CS 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 Small Business Tax patterns, routes approvals, and sends payment files to UltraTax CS — 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.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. 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.
We build custom AI workflows on top of SmartVault for any repetitive process. Tell us what you'd automate.
