Financial Due Diligence Prep for Tax Preparers with SmartVault
The Problem
Quality-of-earnings work for Individual Tax targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in SmartVault
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.
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.