SmartRequestAI streamlines your tax engagement workflow by automatically generating client questionnaires based on prior-year returns. This helps you collect accurate information and supporting documents efficiently while providing clients with a guided, user-friendly experience.

The following video walks you through getting started with SmartRequestAI.

Before You Begin

• SmartRequestAI is available as an add-on for Accounting plans. 
• If it isn’t enabled on your account, an Account Administrator can add it to your subscription.

Purchasing SmartRequests

If SmartRequests is not yet enabled for your account, Account Administrators can purchase the add-on directly through the Billing page.

Learn how to purchase SmartRequests in SmartVault.

To check usage for SmartRequests:

1. Click your initials in the upper-right corner and select Settings.
2. Go to Account Settings > Manage Account.
3. Select Usage Statistics to view SmartRequests used, available, and purchased.

Accessing SmartRequests

To begin using SmartRequestAI:

1. Sign in to the SmartVault Portal.
2. Click Doc Requests in the navigation bar.
3. Select the SmartRequests tab.

This opens your SmartRequest dashboard, where you can create, send, and track SmartRequests.

What You Can Do with SmartRequestAI

SmartRequestAI offers three main workflows:

• Create SmartRequests – Build and send SmartRequests to your clients.
• Manage SmartRequests – Track progress, send reminders, and archive completed requests.
• Review Client Submissions – View responses, download files, and work with documents clients upload.

Each workflow has its own detailed guide.

Next Steps

Learn more about using SmartRequests:

• Tagging the Client Copy of the 1040 for SmartRequestAI
• Purchasing SmartRequests in SmartVault
• Creating a SmartRequest 
• Managing SmartRequests
• Reviewing and Working with Client Submissions

Once SmartRequestAI is enabled on your account, you're ready to explore each workflow using the links above.