Introducing SmartRequestAI™ — The AI-Powered Way to Fix Tax Client Intake (for Good)
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YouTubeSmartVault
Introducing SmartRequestAI™ — The AI-Powered Way to Fix Tax Client Intake (for Good)
Tax client intake is broken, and every firm knows it. Clients get confused, staff burn out, and everyone loses hours chasing documents that should’ve been organized from the start. That’s why we built SmartRequestAI™, a new feature inside SmartVault that automates and personalizes client intake from day one. SmartRequestAI automatically ...
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