The Vault
Secure File Exchange, Online Document Management, Off-Site Backup and more.
The Vault is specifically designed to help accountants work collaboratively with their clients and other firm members. The Vault allows your staff and clients to safely store and quickly retrieve files, documents, and workpapers from any location with Internet access.
This extremely secure system allows your firm to stay in full compliance with Sarbanes-Oxley and The Gramm-Leach-Bliley Act. Learn More…
The Vault is a fully integrated solution consisting of following four major components...
Securely exchange files with your clients and staff. Works with extremely large files. Detailed Audit Trail, Email Notifications, Easy to use, fully Compliant, and more..
Help your firm move toward a paperless office.
File Access control, Multi-Level Folder control, File
Version Control, Advance Document Search, and
more...
Automatically Backup your important files and
Documents to a secure offsite location. Allow your
clients to backup their critical accounting files as well.
Great disaster recovery solution and more...
Quickly send and upload files to the Vault by simply
right-clicking on it and selecting Send2Vault. Learn More...
Compare the Vault with traditional delivery methods.
Return to What You Get | CPA Website Tools
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Online Demo
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Vault Demo - Firm User
Vault Demo - Client User
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"If you're reading this, chances are you're wondering if a CPASiteSolution's
site is right for you. I've had a couple different sites in the past, but I have
to say that CPASiteSolutions delivers in EVERY aspect. The site itself does
everything you want and more!
The level of support is second to none! The Site are constantly being
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not be disappointed."
Michael Hymes, CPA
www.hymescpa.com
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