Workflow tools

SmartVault and ProConnect™ Tax streamline firm workflows

Written by Scott Cytron
Published Feb 6, 2026
0 min read

Tax and accounting services are undergoing a rapid, technology-driven transformation. Client expectations for digital interaction, coupled with increasing demands for data security and operational efficiency, have pushed firms to re-evaluate their fundamental workflows.

For years, document collection, organization, and secure archival have been critical bottlenecks that prevented firms from scaling and maximizing billable hours.

This case study explores the integration of Intuit® ProConnect™ Tax and SmartVault to create a seamless end-to-end digital tax preparation workflow. Click on the image below and download it today.

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Scott H. Cytron, ABC, is editor of several Intuit blogs, including the Firm of the Future, the QuickBooks blog, and the Tax Pro Center. He is president of Cytron and Company, known for helping companies and organizations improve their bottom line through strategic public relations, communications, marketing programs and top-notch client service. An accredited consultant, Scott works with companies, organizations and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales. More from Scott Cytron