Utilize SmartRequests to generate client questionnaires for tax preparation efficiently. Each SmartRequest is automatically customized based on your client's prior-year tax return.
To create a SmartRequest:
- Sign in to the SmartVault Portal.
- Select Doc Requests from the left navigation.
- Click the SmartRequests tab.
- Click SmartRequest + to begin creating a new questionnaire.
- The Create SmartRequest screen opens, showing a list of your individual clients with email addresses.
- Use the search bar to locate a specific client if needed.
- Select the client and click Create SmartRequest.
SmartVault automatically generates the client’s questionnaire based on their prior-year tax return and emails them a secure link to complete it online.
The system generates the questionnaire automatically and emails your client a secure link to complete it online.
Before sending SmartRequests
SmartRequestAI uses the prior-year client copy of the 1040. Make sure your return is tagged correctly to ensure accurate questionnaire data. See, Tagging the Client Copy of the 1040 for SmartRequestAI.
Animated Guide
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What Happens Next
- The SmartRequest will appear in your list with the status "Processing" and will update to "Sent" once the invitation email is delivered.
- The client receives a guided questionnaire (mobile-friendly and SmartScan-enabled) where they can review prefilled data, upload documents, and answer required questions.
- You can track the request status from the SmartRequests tab.
- Once the client submits, the status updates, and you can review their responses, manage documents, and generate the workpapers.