Stop Getting Clients' Tax Docs Over Email
Give every client their own secure upload link. W-2s, 1099s, bank statements — they drop it in, you get it instantly. No client account needed. Free forever.
Sound familiar?
The way most accountants collect client documents is broken.
Clients email W-2s, SSNs, and bank statements unencrypted over Gmail
Files buried across dozens of email threads — impossible to find come audit season
Chasing clients for missing documents days before the filing deadline
Expensive portals that require clients to create yet another account
How VaultX fixes it
A dedicated, encrypted document portal for every client — set up in under a minute.
One link per client
Create a unique, named upload link for each client. Share it once — they use it all tax season. No app download, no account creation required.
Encrypted at rest & in transit
Every document your clients upload is encrypted in transit and stored securely in the cloud. Confidential financial data stays confidential.
All files, automatically organised
Every upload lands in your vault, labelled by the link it came through. No more hunting across email threads for that missing 1099.
Password-protect sensitive links
Add an optional password to any upload link before sharing. Only the right client can access it.
Any file type, any size
PDFs, spreadsheets, scanned receipts, QuickBooks exports — accept everything with no file size cap.
Free forever
No per-seat pricing, no storage tiers to worry about. VaultX is free to use so you can onboard every client without adding overhead.
Three steps, done
From sign-up to collecting client documents in under two minutes.
Create a client link
In your VaultX dashboard, create an upload link named after the client (e.g. "Johnson Family Tax 2025"). Takes 10 seconds.
Send it any way you like
Paste the link into an email, text, or client portal message. They click it — no login, no app, no friction.
Files land in your vault
Every document they upload appears instantly in your VaultX dashboard under that client's link. Ready to download or share.