Your Vault connects documents to your finances. Upload tax docs, insurance policies, and more — AI categorizes and validates automatically.
Vault
Mobile Upload
Scan this QR code with your phone to upload tax documents. The link expires in 15 minutes.
Import from Cloud
Import documents from cloud storage or any shareable URL.
Estate Planning
Protect your family and avoid probate — the 5 essential estate planning documents everyone needs
Beneficiary Registry
Central registry of beneficiaries across all accounts. Detects conflicts between trust and account designations.
Life Event Triggers
Major life events that should trigger an estate plan review
Tax Center
Tax estimation, document management, and filing guidance
Filing Profile
Income Breakdown
Deductions
Key Deadlines
Tax Prep Checklist
Reports
Profit & Loss, Balance Sheet, Cash Flow, and custom reports
Profit & Loss Statement
Monthly Revenue vs Expenses
Balance Sheet
Invoicing
Create, send, and track invoices to your clients
Bills & Payables
Track bills, vendor payments, and upcoming due dates
Business Entities
Manage your LLCs, S-Corps, and business structures
Business Expenses
Categorize, receipt-match, and track deductible business expenses
Payroll
Manage employees, contractors, pay runs, and payroll taxes
Team Roster
Pay Run History
Tax Obligations
Reconciliation
Match bank statements to your books — ensure every dollar is accounted for
Import
Import data from QuickBooks, Xero, CSV, or other accounting systems
Import History
Business Tax
Schedule C, quarterly estimates, 1099 management, and business deductions
Deduction Scoring by Category
Recent Scored Transactions
Quarterly Deadlines
Business Vault
Contracts, licenses, certifications, tax docs, insurance