Your tax documents, kept where they belong.
A secure document vault built for tax professionals and the clients they serve. Slips, receipts, signed forms and filed returns, held in one place and opened only by the people who should.
Walk the corridor to see how it works.
01
Ask
The preparer asks. The client sees exactly what is missing.
Every client gets their own locker. Their preparer, or the software behind the preparer, puts a request on the door: this slip, that receipt, the form that still needs a signature. No email threads, no attachments, no guessing.
02
Drop
The client drops it in from a phone.
Photograph the slip, drop it in the slot, done. The client sees what has been received and what is still open. The preparer sees it land, already filed against the request that asked for it.
03
Sign
Sign it where it lives.
Engagement letters, authorizations and consents are signed inside the locker, by the person who logged in, with the record of who signed what and when kept beside the document for as long as the document is kept.
04
Keep
Kept for years. Opened only with the key.
Every document is encrypted with a key that belongs to that client, and those keys are held in hardware in Canadian data centres. Every time a document is opened, by the client or by the firm, it is written to a record the client can see.
Retention and deletion happen by rule, not by hand, for as long as the tax rules require.
Who it is for
Two doors. One vault.
For preparers
- Ask each client for exactly what this year needs, and see what has arrived.
- Signed authorizations before you file, kept with the return.
- Every client isolated. Your staff across all of them, by assignment.
For clients
- One place for every year of slips, receipts and returns.
- Upload from a phone. See what has been received.
- A clear history of who opened what, and when.