Automate the Collection of Client Data & Documents with SmartRequestAI
Create a custom generated questionnaire and document request list unique to each client.
Simple. Secure. Smart.
Here’s how SmartRequestAI works:
Are you a Tax Pro struggling with Client Intake & Document Collection?
Many firms face inefficiencies and frustrations in gathering information and documents from clients. If these challenges sound familiar, SmartRequestAI is the solution:
With SmartRequestAI
AI-generated custom requests
Uploads as PDFs
Bulk client request creation
Ready-to-use tax workpapers
Mobile-friendly document uploads
Centralized secure document storage
Client-friendly progress dashboard
Send reminders via email to clients
SOC 2 Type 2 compliance
Streamlined client experience
Without SmartRequestAI
Manual document checklists
Multiple file formats
Individual client setup
Manual document organization
Email attachments and paperwork
Scattered files across systems
Manual progress tracking
Repetitive follow-up calls
Potential security vulnerabilities
Confusing submission process
Packed with Features to Make Tax Prep Effortless
- AI-generated custom questionnaire and document request from prior year return.
- Bulk creation of client requests to save valuable time.
- With SmartScan, clients can snap photos of docs from their mobile device and upload high quality, cropped PDF’s directly into SmartVault
- Client-friendly dashboard to monitor request progress.
- Send reminders via email to clients
- Export-ready work papers for manual or automated import to your tax software
Built with Security & Efficiency in Mind
- No need for third-party apps – everything stays within SmartVault as one centralized document storage center for your firm.
- Private AI models hosted in our secure datacenter.
- Reduced risk of sensitive data exposure.
- Make annual renewals a breeze by pulling tax docs from the previous year that are being archived and held in a SOC 2 Type 2 compliant Document Management System.
Be the First to Experience SmartRequestAI
Sign up now on our waiting list to request early access and streamline your client document collection process.
