File Vault & Documents
Every document. Encrypted. Yours.
One encrypted vault across every business, account, transaction, and estate record, searchable and exportable anytime.
One encrypted vault across every business, account, transaction, and estate record, searchable and exportable anytime.
Encrypted at rest (AES-256) and in transit (TLS 1.3). Tenant-isolated storage. Signed URLs for every download.
Every re-upload tracked. Roll back to any version. Originals preserved forever.
PDF, DOCX, images, scans, spreadsheets: upload what you have, however you have it.
Link documents to businesses, accounts, transactions, and estate records.
Search across every document. One query, instant answer.
Insurance, registrations, licenses, directives, flagged before they lapse.
Give your CPA read-only on the Tax folder. Your spouse edit on everything. Your advisor view-only.
Download every document, folder, and version as a zip anytime. No lock-in.
Every file linked to a business, account, transaction, or estate record, full-text searchable, version-tracked, exportable anytime.
Try it freeAES-256 at rest, TLS 1.3 in transit, signed URLs for every download.
Attach any document to a business, account, transaction, or estate record.
Full-text search across everything, and a one-click export of the entire vault anytime.
Free forever for one business, no credit card on the free plan. Every paid plan starts with 14 days free.
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