Secure Tax Vault
Secure. Organized. Year-Round.
Never Lose a Tax Document Again
Secure, access, and organize all your tax documents in one place — anytime.
Stop the scramble
Keep W-2s, 1099s, receipts, prior returns, and IRS letters in one place.
Secure access
Give clients a private, professional place to access documents when they need them.
Built for retention
Turn a one-time tax relationship into a year-round recurring service.
Secure Client Vault
$99/year
- Secure document storage
- Upload tax documents anytime
- Store tax returns and IRS notices
- Mobile-friendly access
- Connected to your tax professional
