SmartRequestAI
SmartRequestAI uses AI to generate a custom questionnaire and document list based on the prior year’s return. Bulk send to clients, manage submissions, and streamline tax prep–all from one place.
- Getting Started with SmartRequestAI
- SmartRequestAI: Set-Up and Success Guide
- Purchasing SmartRequests in SmartVault
- Tagging the Client Copy of the 1040 for SmartRequestAI
- Creating a SmartRequest
- Managing SmartRequests
- SmartRequests - Reviewing and Working with Client Submissions
- Configuring UltraTax to Use SmartRequestAI