Client document vault
Your clients’ documents, collected, filed and secured.
A vault on your own domain, with your brand. Clients upload from any device. UpVault reads each file, files it in the right folder, and shows your team what is still missing.
What UpVault does
Your brand, your domain
Each firm gets its own room on its own address, with its logo and colors. Clients see your name, not ours.
AI that files for you
Uploads are classified by document type and filed in the right folder automatically. Staff confirm or correct in one click.
Requests that get answered
Send a request list, track what is received, and let clients hand items to their CPA, attorney or office manager.
Your AI, your storage, or ours
Connect your own AI provider key and your own document storage on any plan, so your data and your model costs stay under your control. Prefer not to manage them? Add a managed bundle.
How it works
- 1
Invite
Your team invites a client to their room. They sign in with two-step verification.
- 2
Upload
The client drops files from phone or desktop against your request list.
- 3
Sort
UpVault classifies each file and files it. Anything unclear goes to staff review.
- 4
Close
Your team sees what is received and what is missing, with every action on the record.
Built for sensitive documents
Two-step verification
Sign-in is protected with an authenticator app code.
Per-party permissions
Each person sees only the folders and documents they are allowed to see.
Tamper-evident audit trail
Uploads, views, reviews and changes are written to a hash-chained ledger.
Encrypted sensitive fields
Sensitive values are encrypted at the field level with AES-256-GCM.
Simple pricing. Your AI, your storage, or ours.
Pick the software tier that fits your firm. Bring your own AI key and your own storage on any tier, or let us run both for you with a bundle.
Room
$99/mo
or $990/yr
One secure client room on your own domain.
- Bring your own AI key
- Bring your own storage
Deal
$249/mo
or $2,490/yr
For firms running several deals or engagements at once.
- Bring your own AI key
- Bring your own storage
Firm
$499/mo
or $4,990/yr
For a whole firm, with staff review and delegation.
- Bring your own AI key
- Bring your own storage
Enterprise
from $2,499/mo
or $24,990/yr
For larger groups with custom needs.
- Bring your own AI key
- Bring your own storage
Bundles
Rather not bring your own? Add managed services to any tier. Final bundle prices are being set.
Managed Storage
Contact us
We host and back up your documents for you.
Managed AI
Contact us
We supply and run the AI that reads and files your documents.
Deal Pass
$750 for 90 days
Placeholder, not final
All-in for a single deal: software, managed storage and managed AI for 90 days.
Already have a vault?
Enter your work email or firm name and we will send you to your sign-in page.
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