Release Date: January 30, 2026

Introducing Act as Taxpayer and Send Back to Taxpayer for SmartRequestAI!

Firm users now have more flexibility and control when working with submitted SmartRequests—no need to duplicate or recreate requests.

Act as Taxpayer allows firm users to open a SmartRequest and update answers or upload documents on behalf of the taxpayer. This is useful when clients share information outside SmartVault or need assistance completing the form.

Send Back to Taxpayer lets firm users send a previously submitted SmartRequest back to the client with a custom message requesting updates. The client receives an email with a direct link back to the specific page needing attention, making it easy to review and respond.

Together, these new actions help firms:

• Avoid unnecessary back-and-forth with clients
• Correct or complete questionnaires more efficiently
• Keep SmartRequests moving forward

Both actions are available when opening any existing SmartRequest and are automatically adjusted based on the request's status.

Check out our Help Center for step-by-step guides on Acting as a Taxpayer in SmartRequests and Sending a SmartRequest Back to the Taxpayer.

What's new?

SmartRequestAI: "Acting as Taxpayer" Experience

New feature available with this release:

• Updated Landing Page 
  The landing page now aligns with the new Acting as Taxpayer functionality, providing a smoother, more intuitive experience for users accessing SmartVault in this role.
  
• View-Only Access to Completed Questionnaires
  Firm and guest users can now navigate to completed questionnaires to review submitted answers. All fields are read-only in this state, providing a clear and accessible view of responses without the risk of accidental edits. The firm user would need to "reopen" the questionnaire to make any changes to the answers.
• New Endpoint Enables Editing of Completed or Archived SmartRequests
  A new API endpoint allows firm users to restore a SmartRequest from Completed or Archived to Active. This unlocks the ability to make edits after the request has been finalized — something that was previously not possible without recreating the request.
• Reopen Completed Requests
  Firm users can now reopen completed SmartRequests from the ellipsis menu to make edits when needed.
• New More Actions (Ellipses) Menu for Firm Users
  A contextual ellipsis menu is now available in SmartRequests, showing options such as Get Link, Mark as Completed, Generate Workpaper, and Reopen, depending on the request's status.
• Streamlined Main Action Buttons
  The SmartRequest interface now displays a single, context-aware action button based on the request's status, such as Mark as Complete, Generate Workpaper, or Send Back to Taxpayer. Save and Close appears only when applicable.
• Disassociate Option Hidden for Completed Requests
  To maintain consistency in source document workpapers, the "Delete" button is now hidden for both firm and guest users when a SmartRequest is in Completed or Archived status.
• Questionnaire Locking to Prevent Conflicts
  SmartRequests now use a locking mechanism to prevent multiple users from editing the same questionnaire/form at the same time. If a form is locked, fields are disabled, and users are notified with a message. Locks refresh automatically when available.
• Clear Error When Disassociation is Blocked
  If another user has locked a SmartRequest, users attempting to disassociate documents will now see a clear error message explaining why the action can't be completed.
• Shared SmartRequest Progress Tracking
  Both firm and guest users now see a shared progress bar that reflects the SmartRequest form's overall completion, making it easier to track progress and manage expectations.

SmartRequestAI: "Send Back to Taxpayer" Experience

New feature available with this release:

• Send Back to Taxpayer Slide-Out Added
  Firm users can now initiate the Send Back action from the ellipsis menu, opening a slide-out panel to include a custom message before reactivating the SmartRequest.
• Send Back to Taxpayer Now Fully Functional
  The Send Back action and related tools are now connected and ready for use, allowing firm users to reactivate SmartRequests and guide clients to specific form sections.

What was updated?

ProSeries Integration: Improved Client Data Import

Integrated intermediate ProSeries build to improve the accuracy and completeness of imported client contact data, particularly for spouse information. This update helps confirm and close previously reported data gaps. 

SmartRequestAI: Guest View — Clear "Submit" Action on Final Page

Updated the final page of the SmartRequest questionnaire for guest users to display a "Submit" button instead of a disabled "Next" button, making it clear when the form is complete and ready to submit.

SmartRequestAI: Confirmation Email Polished

Made multiple improvements to the SmartRequest submission confirmation email: the email now comes from the firm user (not the guest), uses the correct client folder name, displays only the client's name in the subject, and includes custom branding when available. 

What was fixed?