Liliana Lopez-Diaz
Activity overview
Latest activity by Liliana Lopez-Diaz-
Liliana Lopez-Diaz created an article, Manually Tagging Documents in SmartVault
ACCOUNTING PLAN USERYou can manually assign a tag to a file in SmartVault when a document is uploaded or printed without the correct tag. Tags help SmartVault workflows identify and use the correct...
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Liliana Lopez-Diaz created an article, Uploading and Sharing Documents in SmartVault
GENERAL USERThis page provides quick access to the most common ways to upload and share documents in SmartVault.Whether you need to upload files to your account, scan documents, print documents int...
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Liliana Lopez-Diaz created an article, February 2026 Release Notes
GENERAL USER Release Date: February 12, 2026What's new?Tag Documents Manually in the Online PortalFirm users can now manually assign document tags, such as Client Copy of Tax Return, direct...
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Liliana Lopez-Diaz created an article, January 2026 Release Notes
GENERAL USER Release Date: January 30, 2026Introducing Act as Taxpayer and Send Back to Taxpayer for SmartRequestAI!Firm users now have more flexibility and control when working with submit...
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Liliana Lopez-Diaz created an article, Printing Tax Returns in SmartVault
ACCOUNTING PLAN USERPrinting tax returns directly to SmartVault ensures documents are filed in the correct client folder and available for workflows such as SmartRequestAI, SmartRouting, and standa...
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Liliana Lopez-Diaz created an article, Sending a SmartRequest Back to the Taxpayer
ACCOUNTING PLAN USER Firm users can send a SmartRequest back to the taxpayer when additional information, corrections, or documents are needed. Sending a request back reopens the questionnai...
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Liliana Lopez-Diaz created an article, Acting as the Taxpayer in SmartRequests
ACCOUNTING PLAN USER Firm users can review, update, and complete a SmartRequest on behalf of a taxpayer when needed. This workflow is useful when a client hasn’t started the questionnaire, n...
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Liliana Lopez-Diaz created an article, Tagging the Client Copy of the 1040 for SmartRequestAI
ACCOUNTING PLAN USERSmartRequestAI relies on your prior-year client copy of the 1040 to generate accurate client questionnaires.To work correctly, SmartVault must be able to clearly identify which ...
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Liliana Lopez-Diaz created an article, Configuring UltraTax to Use SmartRequestAI
ACCOUNTING PLAN USERTo use SmartRequestAI with Thomson Reuters® UltraTax, SmartVault must correctly identify and route the client's copy of the 1040 tax return. This article explains how to ensure ...
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Liliana Lopez-Diaz created an article, Purchasing SmartRequests in SmartVault
ADMIN USERSmartRequestAI can be enabled immediately for your firm without contacting Support. If you are an Account Administrator, you can purchase bundles of SmartRequests directly from the Billin...