While SafeSend efficiently handles tax workflows, consider these limitations:
SmartVault is a complete solution, supporting your firm’s needs year-round.
SafeSend | ||
---|---|---|
Client Intake Form | ||
Pricing Engine & Quoting | ||
Engagement Letters w/ eSignature | ||
Ability to Bulk Send Engagement Letters | ||
Accept Payment | ||
Automated Folder Structure Creation | ||
Customizable Client Organizer | ||
Secure Document Collection | ||
Cloud-Based 24/7 Access | ||
Unlimited Storage and Clients | ||
OCR of Scanned Documents | ||
Integration with Thomson Reuters UltraTax CS | ||
Integrated with Intuit Lacerte | ||
Integrated with Intuit ProSeries | ||
Intuit ProConnect Integration (2025) | ||
Version Control/History | ||
Custom Branded Portal | ||
Integrated eSignature Workflows | ||
FINRA, SEC, GLBA Compliance Support | ||
SOC 2 Compliant | ||
Granular User Permissions | ||
Specialized for Accounting | ||
Seasonal Worker Licenses |
From initial client engagement to storing final returns, SmartVault is designed from the ground up to support the entire tax prep document workflow.
SmartVault creates opportunities for efficiency and growth across various aspects of your firm's daily operations.
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo