Secure Client Portal
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...
Secure File Exchange
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..
Online Document Management
Help your firm move toward a paperless office. File Access control, Multi-Level Folder control, File Version Control, Advance Document Search, and more...
Off-Site Backup
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...
One-Click Upload
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.
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