Separate vaults for each client
A short workflow designed to reduce uncontrolled document sharing.
Accountants
One vault per client. Nothing lost in an email chain.
Locked Store helps accounting teams keep tax records, payroll files, statements, and advisory documents inside secure client vaults.
Controlled sharing with directors and bookkeepers
A short workflow designed to reduce uncontrolled document sharing.
Activity history for document requests
A short workflow designed to reduce uncontrolled document sharing.