SmartVault Accounting Logo
Benefits Watch Video Resources Testimonials Contacts About
Complimentary Guide
The Connected Tax Workflow: Turn Five Scattered Processes Into One System That Saves Time and Reduces Burnout
Most firms manage tax prep as five disconnected processes—different tools, logins, and systems that don’t communicate. The result is friction, overworked staff, and frustrated clients. Leading firms have already discovered a better, unified way.

In this free guide, you’ll learn how top accounting and tax practices are connecting the entire tax prep process — from client engagement to final archive — into one seamless, automated workflow that saves hours per return and eliminates burnout.

What You’ll Learn Inside

  • The five stages of the modern tax workflow and how to make them flow together instead of fighting each other.

  • How firms are saving 60–90 minutes per return with automation and connected systems.

  • Why “death by a thousand logins” is the real productivity killer and how to fix it.

  • The hidden cost of tech sprawl and what firms like Boscia & Boscia, Cornerstone CPA, and Powerful Accounting did differently.

  • The future of client intake with SmartRequestAI™, a secure, AI-powered intake tool that personalizes requests, compiles workpapers automatically, and keeps your data 100% private.

Get the eBook and learn how to connect your entire tax prep process into one streamlined system. You’ll cut costs, delight clients, and help your team work smarter. The payoff? Less chaos, more control, and the freedom to focus on what matters most: serving clients, growing your firm, and reclaiming your life during tax season.

Feeling inspired? Share these insights on social.
Gain Access
First Name
Last Name
Business Email
Phone
Organization Name
What Best Describes You?