Experience lightning-fast document access powered by AWS S3 technology. Your documents are secured with world-class encryption and stored on Oracle Cloud Infrastructure — the same technology trusted by top banks globally.
Six powerful modules that transform how you manage client documents.
Upload and access documents with lightning speed. Powered by AWS S3 technology ensuring zero latency and 99.9% uptime for your documents.
Your documents are secured with world-class AWS S3 encryption and stored on Oracle Cloud Infrastructure — the same technology trusted by JP Morgan, Morgan Stanley, and RBI.
Find any document in milliseconds with our advanced tag-based search. Full-text search across all client files with instant results.
Give clients secure access to view, download, and request documents — anytime, anywhere. Free for end clients to view their documents.
Set automatic reminders for document renewals, expirations, and follow-ups. Never miss a deadline again with intelligent notifications.
Bank-grade encryption, two-factor authentication, and detailed audit logs. Your data is protected by MySQL Enterprise on Oracle Cloud.
Multiple team members can work on the same client documents with role-based access controls. Manage permissions at granular level.
Create multiple clients instantly from a single filled Excel file. Save hours of manual data entry with our smart bulk import feature.
Installed on your server or computer, it automatically syncs and uploads files to Docsvault in the background, auto-tags them, and assigns clients.
Work seamlessly with team members on shared clients and projects. Assign roles, manage permissions, and track activities.
A seamless workflow from upload to client access.
Drag and drop any document type into the vault
Link documents to specific clients with tags
Configure expiry dates and renewal notifications
Clients log in securely to view or download
Join 500+ consultants who have already streamlined their workflow.