BooXVault
One secure home for every document your books depend on. Grab last March's P&L in seconds, share files with your tax professional, and sign what needs signing, from anywhere.
Stop digging through email
Financial reports, tax documents, bank statements, signed agreements, filed in one organized structure that stays organized. Every month lands in the same place, named the same way, findable in seconds.
Upload from anywhere, on anything
Drag a file from your desktop or forward a document straight in from any device, wherever you are. Everything lands filed and secure.
Signatures and access, handled
Engagement letters and approvals get signed in the portal. No printing, no scanning. Need your tax professional or your lender to see the financials? Grant view-only access to a single folder and revoke it when you're done.
Built for financial documents
Encrypted in transit and at rest, the same standard your bank uses.
Your documents live in the portal. No copies saved to anyone's workstation.
Uploads, downloads and signatures carry a timestamped audit trail.
Download everything anytime. Leave whenever you like and it all comes with you.
We never ask for your banking passwords. Where we need to see an account, we request limited view-and-download access only.