Every client gets their own vault, and your whole practice gets one too. Open as many as you need. Every file is fully encrypted and stored in Canada, meeting the country's encryption and data residency rules. This is the new security standard for advisor documents.
Generate a unique, one-time link for any client to drop their files into. The moment those files reach the vault, the link is terminated, so it can never be reused. Open as many links as you need, each one protected by multi-factor authentication.
Review the documents Sarah uploaded
Your clients never create an account. They just open the link and drop in their files, and every upload page can be customized with your own branding.
Not every file belongs to a client. Your practice gets its own vault for the documents your whole team relies on, from CE credits and compliance to marketing and templates. One secure place, everyone on your team.
Your vaults are backed up, and those backups are backed up, with several independent ways to recover and reach your files. We built the Vault for this industry, and in doing so set a new standard for how a practice keeps its documents.