Invite-only · Encrypted storageYour documents.
Your documents.
Secure end-to-end.
A private vault for tax professionals and their clients to exchange sensitive documents.
Firm owners can create an account here during the pilot. Clients and staff should use the link in their invitation email.
Private vault
Documents remain in protected storage.
Invite-only
Access remains tied to authorized accounts.
Secure exchange
Upload and retrieve supported tax files.
Audit trail
Document activity is recorded and timestamped.