Release Date: June 3, 2025

Introducing SmartScan for All Mobile Users!

We've enhanced our file upload functionality with SmartScan, a powerful new mobile scanning experience that lets you quickly capture and digitize documents directly from your smartphone or tablet—no traditional scanner needed.

Key Highlights

• Document Recognition Technology: Automatically detects document edges for precise cropping and enhancement.
• Multi-page Document Creation: Combine multiple captured images into a single, professional-looking PDF.
• Mix and Match Capability: Seamlessly integrate newly captured photos with existing images from your device.
• Automatic Enhancement: Smart processing ensures documents are optimized for viewing within SmartVault.
• Instant Accessibility: Available immediately when uploading from any mobile device—no separate app required.

SmartScan is automatically available when accessing the file upload function from your mobile device. Simply tap “Upload file” and choose “Take a Photo” to start capturing documents on the go.

Visit our help center for a guide on Uploading Documents from Mobile Devices in SmartVault.

What's new?

Sign-In Experience

We’re excited to introduce our redesigned sign-in experience, delivering a more streamlined, clean, and modern look.

Custom Branding Options

Select your preferred button and link color, and add your company logo to maintain consistent branding throughout the sign-in experience.

The new sign-in experience is automatically available to all users —no action required.

SmartRouting Custom Formula Mappings

We have implemented the ability to modify the default mappings provided in SmartRouting formulas to ensure files are routed according to your business needs. These customizations help maintain accurate file organization based on your workflow.

Key Benefits

• Ensures documents are correctly categorized according to your organization's naming conventions.
• Routes files to appropriate locations automatically, reducing manual filing work.
• Maintains consistency in document management across your team.
• Accommodates unique workflows that differ from default system settings.

For example, with UltraTax integration, the default document name "ArchiveTaxReturn" automatically routes to the "Preparer Copy" tag. Custom mapping allows you to create a more descriptive document name and change the routing destination to the "Client Copy" tag instead.

Visit our help center for a guide to Customizing SmartRouting Formula Mappings in SmartVault.

What was updated?

Archived Client Enhancements

We have improved the Archive Clients user interface to enhance clarity and usability.

Key Improvements:

• Status Message: When archiving or restoring clients, a confirmation message will appear to indicate the status of the archived or restored client.
  
• Search Field: Functionality to quickly find specific clients, especially useful if your archived list is extensive.

What was fixed?

Vaults with “#” in the Name Now Open Correctly

We’ve resolved an issue that was preventing some vaults from opening when a # (hashtag) was included in the account or client name. Now, you can open any vault—even if its name includes a #—without any issues.