Collect documents
without the chase.
Vault automates the entire document lifecycle. From Enterprise AI validation to multi-channel reminders, we move you from "file chaser" to "file reviewer."
Enterprise Intelligence.
We didn't just build another portal. We built an automated intelligence engine that validates your files and organizes your entire firm workflow.
AI-Powered Verification
Stop playing document detective. Our AI automatically validates document types, tax years, and legibility at the point of upload—catching errors before you ever see them.
Tax Season Autopilot
Launch your entire season in 60 seconds. Vault clones prior-year checklists and intelligently links documents already on file—so you never ask a client for the same "permanent" file twice.
Deadline Intelligence
Vault knows the 3/15 and 4/15 statutory deadlines for every entity type. It automatically calculates request due dates with built-in safety buffers to eliminate filing-day panic.
Team Orchestration
Distribute 500+ requests across your entire staff. Individual staff members get a focused "My Requests" view while managers monitor firm-wide productivity.
SOC2-Ready Audits
Maintain a perfect paper trail. Every file access, download, and reminder is logged in an immutable audit trail, ready for regulatory review and professional accountability.
Zero-Friction Email Upload
Meet clients where they are. Clients can simply reply to a request email with attachments, and Vault automatically extracts and validates them into the right folder.
Recover your life
during busy season.
Most firms lose 20% of their billable time chasing documents. For an 8-person firm, that's 60+ hours a week wasted on manual follow-ups, renaming files, and fixing client errors.
40hrs
Saved per staff member
Zero
Manual follow-ups needed
Stop the manual labor.
Compare the old way of collecting files vs. the Vault standard.
The Old Way
- XSpending 40+ hours per month on manual follow-up calls
- XDealing with 'Password Reset' emails from frustrated clients
- XFinding 2022 documents in your 2024 tax folder
- XClients emailing sensitive financial data in plaintext
- XManual data entry from messy phone photos
The Vault Standard
- Zero manual follow-ups needed. Reminders run on autopilot.
- Autonomous tax-season prep. Launch your entire firm in seconds.
- IRS Deadline Intelligence ensures you never miss a filing.
- AI catches incorrect documents instantly at point-of-upload.
- Immutable SOC2-ready audit trail for all sensitive actions.
Three steps to autopilot.
Vault integrates seamlessly into your existing firm workflow.
Review & Launch
Vault clones prior-year checklists, pre-sets IRS deadlines, and intelligently links documents already on file. Review the template, then launch in one click.
AI Review
Clients upload via magic links or email. Vault's AI validates document types and tax years instantly, catching errors before you ever see them.
Auto-Organize
Verified documents are renamed and categorized into folders. Download a secure, organized ZIP and import directly into your tax software.
Built for large teams.
Enterprise-grade security meets professional collaboration.
Staff Assignment
Distribute 500+ requests across your entire staff. Filter intelligence dashboards to see only your assigned clients.
Secure Packages
Export verified collections into a single, password-protected ZIP. One-click delivery for your workpapers.
Immutable Audit
Every document access, validation, and reminder is logged forever. Perfect for SOC2 compliance and firm accountability.
Built for the
missing middle.
We created Vault because we saw accounting firms stuck between two extremes: generic file storage that requires constant manual chasing, or enterprise-grade ERPs that are too complex for daily workflows.
Vault is the "missing middle"—a high-performance, AI-driven engine designed specifically to eliminate the administrative friction of document collection.
The BizViz Team
Founders of Vault
Vault Standard
Precision engineering for professional document collection.
Have questions?
Our team is ready to help you transform your document collection workflow.
Ready to automate your
document chase?
Choose the perfect plan for your firm. Start with a 14-day free trial,
no credit card required. Cancel anytime.
Starter
Perfect for solo bookkeepers and small practices.
- Up to 10 Clients
- Automated email reminders
- 50 AI validations/mo
- Standard templates
- Secure MFA access
Growth
Established solo practitioners ready to scale.
- Up to 25 Clients
- Everything in Starter
- SMS & Text reminders
- 200 AI validations/mo
- Custom document templates
- Reply-to-email upload
Professional
The gold standard for growing accounting firms.
- Up to 200 Clients
- Everything in Growth
- Bulk request creation
- Team Management & Staff Assignment
- Full white-labeling (Logo/Colors)
- 1,500 AI validations/mo
- Audit Trail Exports
- Priority human support
Enterprise
Custom limits and support for large firms.
- Unlimited Clients
- Everything in Professional
- Custom firm domain
- SLA guarantee
- API access & webhooks
- White-glove migration