You may love UltraTax CS for tax prep, but the rest of the Thomson Reuters ecosystem? Probably not so much. Here’s the thing: You don’t have to settle for “that’s just how it is” anymore.

• Enhance your UltraTax CS investment with modern, integrated solutions
• Transform your practice without disrupting your tax preparation workflow
• Create a more efficient, secure, and profitable future for your firm
• Seamlessly integrate client portals and document management with UltraTax CS

Your team already uses UltraTax CS to prepare returns. SmartRequestAI handles everything that happens before preparation starts.

It reads each client’s prior-year return and automatically generates a personalized document request and questionnaire specific to their tax situation. Clients complete it from any device, upload their documents directly, and SmartVault compiles everything into an organized workpaper built around UltraTax question order, so your team can move from intake to prep without reorganizing a thing.

How it works for your firm:

• Personalized questionnaire and document request list generated automatically from each client’s prior-year return.
• Clients upload source documents from any device, with SmartScan converting photos to clean PDFs automatically.
• Organized workpaper with source documents compiled and bookmarked, built around UltraTax question order.
• Everything stored inside SmartVault’s SOC 2 Type 2 compliant environment.
• Files ready to work from the moment a client submits.