Attached to the client, not to a person
Every document belongs to a client record, so it survives staff changes. Whoever picks the file up next month sees what was collected and when.
Document Vault
Client documents in one place, not seven inboxes
Trade licences, passports, financial statements and signed engagement letters usually end up spread across email, chat apps and someone's desktop. The Document Vault keeps them on the client record, secured and searchable.
Protection where it matters
Sensitive documents can be password-protected, and storage is tracked per firm so you always know what you are holding.
Findable when it actually matters
Documents are searchable and organised by client which counts in the two situations that really happen: an audit request, and a client asking for something they sent you a year ago.
Frequently asked questions
- How much storage does a firm get?
- Storage is tracked per firm and depends on your plan. The storage ledger shows what is currently in use.
- Can documents be password protected?
- Yes, document password protection is built into the vault.
- Who can see a client's documents?
- Access follows your team's roles inside your own firm's workspace. Firms are isolated from one another.
- Is there a record of document activity?
- Yes. The activity trail records who uploaded or changed a document and when.