SmartRequestAI Training: How to Create, Send, Track, and Generate Workpapers in SmartVault
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YouTubeSmartVault
SmartRequestAI Training: How to Create, Send, Track, and Generate Workpapers in SmartVault
SmartRequestAI is SmartVault’s dynamic client intake experience built for tax season workflows. In this training webinar, Maddie LeBus, Manager of Customer Onboarding & Education, walks through how SmartRequestAI works end to end. You will learn how SmartRequestAI uses last year’s 1040 to pre-fill questionnaires, how clients upload ...
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