Client Onboarding for Tax Preparers with SmartVault

SmartVault Tax Preparer Individual Tax

The Problem

Onboarding a new Individual Tax client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

What We Build in SmartVault

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.

SmartVault Integration Approach

1

Audit your SmartVault configuration

We map the specific SmartVault objects, custom fields, and workflows the automation needs to touch for your individual tax practice.

2

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.

3

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.

More About This Workflow

Client Onboarding for Tax Preparers

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.

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