SmartRequestAI
- Getting Started with SmartRequestAI
- Sending a SmartRequest Back to the Taxpayer
- Acting as the Taxpayer in SmartRequests
- SmartRequestAI: Set-Up and Success Guide
- Purchasing SmartRequests in SmartVault
- Tagging the Client Copy of the 1040 for SmartRequestAI
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Quoters
- Getting Started with Quoters
- Setting Up your Quoters Account
- Getting to Know the Quoters Platform
- Exploring the Quoters Editor
- Creating Proposals with Quoters
- Sharing a Proposal with your Clients within SmartVault