There’s long been a battle in the accounting tech world over “suite” vs. “best of breed,” none more pronounced than when decisions are being made to build the right tech stack for your firm. The news that cloud document management provider SmartVault is now integrated with practice management/client experience app maker Liscio, aims at the heart of that debate.
Anecdotally speaking, the partnership looks to help firms to build modern tech stacks based on their unique needs, essentially eliminating reliance on a single ecosystem dictated by tax softwar. This has often been the case with the so-called “suite approach.”
In digging into the details of the new partnership, the SmartVault-Liscio integration offers features including:
- Integration With Tax Apps: Firms can automatically route returns between their tax app, SmartVault, and Liscio, reducing manual data entry and improving accuracy.
- Two-Way File Transfer: The ability to move files between Liscio and SmartVault without switching platforms
- Enhanced Client Communication: Attach SmartVault documents directly to Liscio messages, tasks, and requests
- Centralized Document Management: Automatically route client-uploaded documents from Liscio to the correct SmartVault folders, eliminating manual file-handling errors.
- Mobile-First Design: Access documents, communicate with clients, and manage tasks from any device, anywhere, at any time.
- Bank-Grade Security: End-to-end encryption, granular access controls, and activity logs.
- Automated Tax Gathering and Delivery Processes: Streamline the entire process of collecting tax documents from clients through delivering completed tax returns, without having to change your tax software
The SmartVault and Liscio integration is available immediately. Accounting professionals interested in learning more can visit www.smartvault.com or www.liscio.me.