Vaults
Encrypted document storage with permissioned access and an in-product activity log. TLS in transit, AES-256 at rest.
Vaults
DocIQ
Classification and field extraction. DocIQ identifies what a document is, pulls out the fields that matter, and flags expiry and renewal dates.
DocIQ
Flows
Rules that act on documents. Automated renewals, routing to approvers, alerts before expiry, and an audit-ready record of every decision.
FlowsHow they work together
A document is stored in Vaults, read by DocIQ, and acted on by Flows. Storage without understanding is a folder. Understanding without action is a report. The three together are the reason a document is ready before you need it rather than found afterwards.
How It works
Upload
Upload financial, personal and government documents to one secure place.
AI
DocIQ classifies each document and extracts key fields.
Automate
Set policies for renewals, expirations, and reminders
Act
Share with named people, withdraw access when you need to, and see what was done in the activity log.
For professional firms
Firms exchanging documents with clients should start with the client portal. Accounting practices have a dedicated workspace.
Blogs
Best Client Portal Software: How to Choose One That Fits Your Firm
What separates good client portal software from a shared folder: the features that matter, the questions to ask vendors, and options for sma...
Secure File Sharing for Law Firms: What "Reasonable Efforts" Looks Like in Practice
How law firms can share client files securely: what the ABA confidentiality rules expect, where email falls short, and what to look for in a...
Client Portals for Accountants: How to Choose a Secure One Before Tax Season
What a secure client portal for accountants should do: tracked document requests, encryption, named access, and how it supports your FTC Saf...
General Platform
READ MORE SafeVault questions and answersWhat is SafeVault?
SafeVault is a secure document vault for individuals and organizations. DocIQ classifies each document and extracts key fields, and Flows sends alerts ahead of expiry and renewal dates, so renewals are not left to memory.
Who is SafeVault for?
SafeVault serves individuals and organizations that handle important records, including financial services firms, legal professionals, accounting firms and businesses that manage licenses, certificates and contracts.
How is SafeVault different from cloud storage?
Unlike a plain file store, SafeVault reads what it holds. DocIQ classifies each document and extracts key fields, and Flows uses those fields to send alerts ahead of expiry and renewal dates.