Send a branded checklist with one magic link. Clients upload their files — no logins, no apps, no friction. You get notified the moment everything's in.
Self Assessment 2024–25
Alice Smith
Trusted by modern accounting practices
The average practice loses 5+ hours every week chasing paperwork. Sound familiar?
One tool that replaces the spreadsheet, the email chain, and the clunky portal.
Build templates once — Self Assessment, year-end, onboarding — and apply them to any client in a click.
Each client gets a private URL. No accounts, no passwords. They click, they upload, done.
Get an email the moment a client uploads — and when their checklist is fully complete.
Add your logo and accent colour. Clients see your firm, not ours.
DocVault nudges clients who go quiet, so you never have to send another follow-up.
Files stored encrypted on AWS S3. Access scoped tightly to each client portal.
No onboarding calls. No setup fees. Sign in with Google and send your first checklist today.
Pick a template or create one. Add the documents you need from your client.
One click emails your client a branded portal link — no login required.
Clients drop in files from any device. You get notified when everything is in.
Everything included. Start free for 14 days — pay only when you're hooked.
DocVault Pro
Per firm · billed monthly · cancel anytime
Start free trial“DocVault has saved our team at least 3 hours every week. Clients actually upload on time now!”
Sarah Mitchell
Senior Accountant, Meridian & Co
“The magic-link portal is genius. No more "I forgot my password" calls. Pure bliss.”
James Adeyemi
Partner, Harbour Tax
“Onboarded in 10 minutes, sent our first checklist in 15. Game changer for self assessment season.”
Priya Nair
Founder, Lumen Accounts
No. Each client gets a unique magic link to their private portal. They click it and upload — no passwords, no sign-ups, nothing to forget.
Accountants sign in with their Google account in one click. Your session is secured with an HttpOnly cookie.
Files are stored encrypted on AWS S3, and every upload is scoped to a single client portal. We never expose one client's files to another.
Yes — add your firm's logo and accent colour so clients see a portal that looks like yours, not ours.
After 14 days you're billed $49/month. No credit card is required to start, and you can cancel anytime from your billing settings.
Join the accountants who've stopped chasing paperwork. Set up your first checklist in minutes.
14 days free · No credit card required