ACCOUNTING PLAN USER
With SmartVault SmartRouting, you can print documents directly from tax software like UltraTax, CCH Axcess, or Drake and automatically route them to the correct client or folder location within SmartVault.
Important Prerequisites and Availability
- Supported Software: SmartRouting is compatible with Thomson Reuters® UltraTax, CCH Axcess, and Drake tax software.
- Plan Availability: Accessible on SmartVault Accounting Pro, Business Pro, and Accounting Unlimited plans.
- Single Account Access: Designed for users with access to a single SmartVault account.
- Server and Virtual Environments: If you use a server environment, please contact Customer Care for setup assistance. For virtualized environments, 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: Import your clients from UltraTax, CCH Axcess, or Drake Tax into SmartVault. Client Names and Client IDs must match exactly across the software and SmartVault.
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Configure Your Tax Software for SmartRouting: Refer to the specific configuration guides for your tax software:
- UltraTax
- CCH Axcess and Drake Tax: No additional configuration is needed. When the SmartVault Desktop software is installed, the SmartVault PDF Printer will automatically appear in your Printer or Output options, allowing you to print directly to SmartVault.
Note For Virtual Office Users
If using Thomson Virtual Office CS to print to SmartVault, see our guide on Printing to SmartVault from Virtual Office CS.
Start your Journey with SmartRouting
Enhance your tax document workflow with SmartRouting. Follow the interactive icons below for detailed instructions.