From monthly bookkeeping records to year-end tax documents — send one link and your clients upload everything you need. Auto-reminders chase them so you don't have to. Set requests to repeat monthly, quarterly, or annually.
No credit card required · Set up in 2 minutes · Free for up to 3 clients
Built for solo bookkeepers and small practices · Your clients never need an account
Three steps. Two minutes. Zero email chains.
List exactly what you need — bank statements, receipts, invoices, tax documents — in seconds. Or set it to repeat automatically.
Your client gets a branded portal — no login needed. They upload every document at their own pace.
ClientVault nudges your clients automatically until everything is in. You never send a follow-up email again.
Bookkeeping runs on a cycle, and so should your document requests. Set up a recurring request once — ClientVault automatically sends your client a fresh request on schedule. Monthly bookkeeping, quarterly VAT, annual tax returns. All on autopilot.
Next request sends: 1st of next month
Monthly, quarterly, annual. Set once, repeats automatically on schedule.
Clients drag files or snap photos on mobile. PDF, images, any format.
Automatic nudges at intervals you set. Gentle, professional, effective.
Clients open a link and upload. No accounts, no passwords, no friction.
Review each item. Approve with one click or request changes with a note.
See exactly what's submitted and what's still missing, at a glance.
No credit card required. No hidden fees.
Free
$0
3 clients
Starter
$19/mo
10 clients
Pro
$39/mo
Unlimited
Agency
$79/mo
Priority support
Free for up to 3 clients. No credit card. Set up in 2 minutes.