Collect client documents
without email chaos.
The Inbox Chaos
Email wasn't built for
secure client work.
Scattered attachments, missed follow-ups, and risky PII sharing. You waste hours just figuring out what’s missing. VaultShare turns fragmented chaos into a unified, secure dashboard.
The "Email Chase"
Fragmented & Insecure
- Searching through months of CC'd threads
- Risky PII sent via unencrypted attachments
- Manual follow-ups every Tuesday morning
- No clear status on exactly what's missing
Firm Overhead: High
The "VaultShare" Way
Centralized & Encrypted
- Frictionless UploadsInstantly upload via secure links—no accounts, no passwords.
- Automated RemindersFiles get chased automatically until everything is complete.
- Real-Time TrackingSee exactly what's pending, received, or overdue—at a glance.
- Structured RequestsDefine exactly what you need so clients send the right files.
Firm Overhead: Near-Zero
How It Works
From request to resolution
in three steps.
The Request
Select the files you need from a client and generate a secure, branded VaultShare link.
The Upload
Your client receives a simple interface on their phone or desktop. They drop the files securely.
The Collection
The files are automatically encrypted and organized in your dashboard. You review, approve, and get to work.
Multi-Industry Excellence
Built for professionals who
handle sensitive documents.
A secure way to collect documents from clients — without email.
Accounting & Tax
Collect W-2s, K-1s, and financials securely without exposing PII to risky email servers.
Legal Practices
Gather signed contracts, sensitive discovery files, and IDs with an airtight chain of custody.
HR Teams
Streamline employee onboarding by collecting I-9s and direct deposit forms securely.
Agencies & Consultants
Stop hunting for brand assets. Collect high-res files and copy decks smoothly before kickoff.
Uncompromising security.
Zero exceptions.
Designed to meet modern security and compliance standards (SOC 2, HIPAA-ready architecture).
AES-256 Storage
Encryption layer ensures files are unreadable in R2 storage.
One-Time Access
Tokenized links that auto-destruct after collection.
Authorized Firm
Digital Security Ledger
Pricing
Predictable pricing for
modern firms.
No per-client fees. No hidden costs. Just secure,
reliable document collection at scale.
Starter
Perfect for sole practitioners and new firms.
Enterprise Trust: