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SmartVault
Release Notes
Release Notes 2026
Release Notes 2026
Release Notes 2026
Automate Client Intake: SmartRequestAI Now Prefills Questionnaires from ProConnect Data, Expand All Is Back, and Lacerte Gets the Same Capabilities in December
August 2026 Release Notes
Introducing Automated Reminders & More
February 2026 Release Notes
January 2026 Release Notes
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