Product
A Secure Vault for Every Client
Give every client a secure, organized place to store their most important documents — and easily collaborate with your firm and trusted professionals.
Cloudbase Vault provides encrypted, cloud-based storage for tax returns, financial records, legal documents, and more, all in one secure place. Keep client information protected, while saving time and strengthening client relationships.
- Secure, encrypted cloud storage
- Organized by client and document type
- Easy document sharing with Remote Key
- Set access permissions and expiration dates
- Maintain complete control and security
Need everyday document exchange?See Document Management
Key Capabilities
Everything Your Firm and Clients Need — Securely in One Place.
Cloudbase Vault makes it easy to store, organize, and share important documents while maintaining the highest level of security.
Secure Cloud Storage
- Encrypted document storage
- Secure access controls
- Multi-factor authentication
- Organized by client and category
Store Any Document
- Tax returns and K-1s
- Personal and financial records
- Property and asset documents
- Legal and estate planning files
- Insurance policies
- Business and corporate records
- And more
Remote Key Sharing
- Easily share documents with clients and trusted professionals
- Set permission levels (view, comment or edit)
- Choose start and end dates for temporary access
- Revoke access at any time
Built for Your Firm
- Integrated with your client workspace
- Maintain control and oversight
- Track all document activity
- Strengthen client relationships
- Save time during tax season and throughout the year
Client Experience
A Simple, Secure Way for Clients to Access and Share.
Your clients can securely access their important documents anytime, from any device, through your firm's branded portal (such as Riverview CPA).
- Simple and easy to use
- Access from desktop, tablet or mobile
- Securely share documents with trusted professionals
- Know their information is safe and accessible
How It Works
Store, Share, and Stay in Control.
A simple process to keep your clients' important documents secure and accessible.
1. Upload
Store documents in the client's vault.
2. Organize
Keep everything neatly categorized.
3. Share with Remote Key
Grant secure access to clients and trusted professionals.
4. Control
Set permissions and expiration dates.
5. Stay Organized
Track activity and manage documents easily.
Built for Accounting and Tax Professionals