With SmartVault SmartRouting, you can print documents directly from UltraTax and automatically route them to the correct client or folder location within SmartVault.
Important Prerequisites and Availability
- The first version of SmartRouting is exclusively available for Thomson Reuters® UltraTax users.
- SmartRouting is accessible on SmartVault Accounting Pro, Business Pro, and Accounting Unlimited plans.
- The feature is designed for users with access to a single SmartVault account.
- If you use a server environment, please contact Customer Care for setup assistance.
- If you operate within a virtualized environment, please contact your Virtual Environment Support for assistance locating and accessing the SmartRouting folder.
To get started:
Prepare your System for SmartRouting
Before diving into SmartRouting, set up your system correctly:
- Install the SmartVault Desktop Software. Ensure you have the latest version of SmartVault's Desktop software installed.
- Import your Clients from UltraTax into SmartVault. Ensure that Client Names and Client IDs match exactly between the two programs.
- Configure UltraTax for SmartRouting
Start your Journey with SmartRouting
Enhance your tax document workflow with SmartRouting. Follow the interactive icons below for detailed instructions.