SmartRouting, the newest feature from SmartVault, creates logical, effortless organization between the Thomson Reuters UltraTax CS tax application and SmartVault’s document management and client portal.
This exciting new feature will empower you to:
This exciting new feature will empower you to:
- Automatically route and save documents into the correct folders
- Maintain standardized naming conventions across your tech stack
- Reduce human errors like saving documents in the wrong place
- Promote logical, effortless organization that boosts productivity and creates consistency
Download this helpful eBook to learn more and to get started maximizing your SmartVault experience today!
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