The latest release of SmartRequestAI brings a cleaner dashboard experience, more reliable bulk requests, and a range of other improvements designed to make your workflow smoother. This article covers everything that changed. For items marked View in article, additional details are provided in the sections below the table. To learn about new features that came alongside this release, refer to Introducing Automated Reminders & More.
Summary of Changes
| Type | Description | More Info |
|---|---|---|
| Improvement | All requests in a bulk send are now created as expected. | View in article |
| Improvement | Duplicate SmartRequests no longer appear in the Doc Request Dashboard. | View in article |
| Improvement | Doc Request tabs now filter correctly by request status. | View in article |
| Improvement | Usage Statistics Page now displays the correct ticket count. | View in article |
| Improvement | SmartRequest view page now correctly displays the dependent's name. | View in article |
| Improvement | Attempting to generate a workpaper for a deleted SmartRequest now shows a clear error message. | View in article |
| Improvement | Special characters in SmartRequestAI templates are now handled with a clear error message rather than a silent failure. | View in article |
| Improvement | Additional dependent information on the workpaper now displays correctly. | View in article |
| Improvement | Usage statistics are now visible to all assigned employees. | View in article |
| Update | Manual document tagging now available in the web interface. | View in article |
| Update | You can now customize the SmartRequest submission confirmation email. | View in article |
| Improvement | Blank questions can no longer be added to questionnaires. | — |
| Improvement | Custom questions added via API no longer affect the SmartRequestAI template in the UI. | — |
Additional Details
All requests in a bulk send are now created as expected
When sending the first bulk request, one request in the batch would not be created as expected. This has been resolved, and all requests in a bulk send are now created correctly.
Duplicate SmartRequests no longer appear in the Doc Request Dashboard
In some instances, duplicate SmartRequests were appearing in the Doc Request Dashboard. Clients were not actually receiving duplicate SmartRequests. This has been resolved, and SmartRequests now appear correctly in the Doc Request Dashboard.
Doc Request tabs now filter correctly by request status
Within Doc Request, requests can be sorted by status using the Request Status column across the All Docs, Request Docs, and SmartRequests tabs. Previously, when multiple requests shared a Sent status but had different dates, they were sorted randomly rather than chronologically. This has been resolved. Requests are now sorted by request status as the primary value and date sent as the secondary value, ensuring a consistent and predictable sort order.
Sorting by Request Status: Previously, requests with the same status were sorted in a random order regardless of date, as shown above.
Usage Statistics Page now displays the correct ticket count
Previously, the number of tickets used to send a SmartRequest shown on the Usage Statistics tab did not always reflect the correct number. This has been resolved.
Usage Statistics: The Usage Statistics tab previously displayed an incorrect ticket count. This has been resolved.
Dependent name now displays correctly on the SmartRequest view page
When a client completed a SmartRequest on behalf of a dependent, the client's name was incorrectly displayed on the SmartRequest view page instead of the dependent's name. This has been resolved, and the dependent's name now displays correctly.
Clearer error message when generating a workpaper for a deleted SmartRequest
When attempting to generate a workpaper for a SmartRequest that has already been deleted, an error message now appears notifying you that the associated SmartRequest no longer exists.
Special characters in SmartRequestAI templates
Previously, special characters could be entered into custom questions on the SmartRequestAI template but would cause the request to fail silently, with no notification. Special characters are no longer supported. If used, you will now receive an error message indicating that the template cannot be saved.
Additional dependent information on the workpaper now displays correctly
When a taxpayer has more than two dependents, the additional dependent information appears at the bottom of the workpaper rather than in the dedicated dependent section. Previously, this caused some questions and answers related to those additional dependents to display incorrectly. This has been resolved. While additional dependents will continue to appear at the bottom of the workpaper, all associated questions and answers now render correctly.
Usage statistics now visible to all assigned employees
Usage statistics track how often SmartRequestAI is being used across the platform. These are now accessible to all assigned employees.
Manual document tagging in the web interface
You can now manually tag documents within the web interface. This is particularly useful for ensuring SmartRequestAI extracts data from the correct 1040. For more on how manual tagging works, read Manually Tagging Documents in SmartVault or watch the Manually Tagging Documents video.
Customize the SmartRequest submission confirmation email
You can now edit two types of confirmation emails: SmartRequest Firm User Confirmation Emails and SmartRequest Client User Information Emails. Follow the steps below to customize either email type.
Step 1: Click your initials in the upper right corner of SmartVault and select Settings.