Operating KPI Dashboard for Tax Preparers with SmartVault
The Problem
Every Individual Tax KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.
What We Build in SmartVault
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.
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.