DMS
•
Global
Ravical &
SmartVault
Connect your agentic AI directly to SmartVault and unlock instant access to client documents, tax files, and secure document data—powering smarter, data-driven advisory workflows.
Request a demo
Cloud document storage and client portal solution purpose-built for accounting and tax professionals
SmartVault is a cloud-based document management and client portal solution designed for accounting and tax professionals. It provides secure document storage, e-signature integration, and client file sharing capabilities, and integrates directly with accounting software like QuickBooks and Intuit ProConnect.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
SmartVault
?
01
Surface advisory intelligence from SmartVault client document data
Ravical reads SmartVault's cloud document storage and client portal data to surface advisory opportunities — enabling accounting and tax firms to identify planning triggers and advisory needs from secure client document repositories.
Client document intelligence | Reading of SmartVault client files, tax documents, and correspondence to surface advisory opportunities within every client relationship
Document activity advisory signals | Detection of SmartVault file uploads, client interactions, and document patterns that indicate advisory needs or planning opportunities
Compliance document advisory triggers | Identification of tax planning and advisory opportunities embedded in SmartVault's stored compliance and financial documents
02
Advisory delivery from SmartVault's accounting document intelligence
Ravical transforms SmartVault's cloud document repository into systematic advisory output — automatically converting stored accounting documents into client-specific advisory recommendations for accounting and tax practices.
Advisory packages from document data | Automated preparation of advisory recommendations built from SmartVault client files and accounting document content
Practice-wide advisory monitoring | Systematic identification of advisory opportunities across all SmartVault client document repositories without manual review
Portal-based advisory delivery | Delivery of advisory recommendations through SmartVault's existing client portal infrastructure for seamless client experience
Experience how it works.
Request a demo.
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