Document VAULT
Every document, in service of the relationship.
The secure home for every document your firm handles, from tax slips to trust agreements to account statements.
Documents that arrive before they’re asked for.
Clients shouldn't have to ask for a document that's already theirs. Document Vault delivers the right document, to the right person, automatically and securely.
Hours back for your team
Tax slips, statements, reports: easy to lose track of, harder to dig up later. Document Vault keeps them organized from the start.
A centralized repository, built to outlast
Documents in an inbox leave with the person. Document Vault centralizes, so transitions happen without a scramble.
Permissioning that scales
Tracking access manually doesn't scale. Document Vault simplifies permissions, so firms can take on complex clients.
WHAT’S INCLUDED
Document management
Manual and pipeline uploads, so documents flow in automatically from source systems, organized with intuitive structure, tagging, and notifications.
Secure sharing
Deliver the right files to clients, legal, tax, and advisory partners with custom permissions and a detailed audit log, so every file goes to the right person, and every access is on record.
ADD-ON
Document approvals & signatures
Add review paths, approval steps, and signatures when documents need a higher level of oversight before they reach a family or partner.