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. 14-day trial on every paid plan.
Start Free — No Credit Card