FileValet replaces the endless email threads, shared drives, and follow-up calls with a secure vault your clients actually use. Documents in days, not weeks.
Purpose-built tools for secure document collection — no bloated feature sets, no steep learning curve.
Passkeys and email verification — no passwords to leak, phish, or reset. Your clients sign in with a tap.
Clients snap photos of tax documents directly from their phone. Auto-cropping and enhancement built in.
Create reusable document checklists per client type. Clients see exactly what's needed and track their own progress.
Contextual threads attached to each document request. No more hunting through email for that one attachment.
Assign clients to staff members. Everyone sees only what they need — enforced at the database level.
End-to-end encryption, row-level database isolation, and full audit logging. IRS and FTC compliant out of the box.
No onboarding calls. No training sessions. Your clients get a link and start uploading.
Add your client's email. They get a secure link — no app to download, no password to set.
Your client opens the link, sees a checklist, and uploads from any device. Phone camera works great.
You see every document as it arrives. Missing something? Send a follow-up request in one click.
All documents collected, organized, and audit-ready. Export or work directly from the vault.
Stop juggling email attachments, shared drives, and phone calls. FileValet gives your team a single dashboard to send requests, track progress, and review uploads.
Tax documents contain Social Security numbers, financial details, and personal information. We built every layer with that in mind.
FileValet meets the requirements of IRS Publication 4557 for tax preparer data security and the FTC Safeguards Rule for financial data protection — by design, not by checkbox.
Every query is scoped by Postgres Row-Level Security policies. Cross-tenant data access is impossible — enforced at the database engine, not application code.
Passkeys stored on-device, never on our servers. Step-up verification required for sensitive operations with 15-minute expiry.
Your clients' tax documents are never sold, shared, or used for training. Data stays in your vault — period.
Every file upload, download, and view is logged with user identity, timestamp, and IP address. Export-ready for compliance reviews.
Placeholder testimonials — replace with real quotes before launch
We went from chasing documents for three weeks to having everything in hand within five days. FileValet paid for itself in the first month.
My clients love that they don't need another password. They get a link, upload their docs, and they're done. I've never had fewer support calls.
The audit trail alone is worth it. When our compliance officer asked how we track document access, I just pulled up the log. Conversation over.
No per-client fees. No surprise charges.
Everything you need to know about FileValet.
You send them an invite via the dashboard. They receive a secure link, verify their email, and land directly on their personalized document checklist. No app to download, no password to create — authentication uses passkeys or email verification.
Join the firms that stopped chasing documents and started collecting them. Get set up in minutes.