NEWVault Insights AI: ask your vault anything, cited to the source.See how it works
FutureVault
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SECURE DOCUMENT EXCHANGE

Never attach
a client document again.

Requests, checklists and two-way sharing in one secure vault, with automatic reminders and every exchange on the audit trail.

Document requests with a checklist and client messages
REQUEST STATUS3 documents outstanding; a reminder was sent today.Void cheque.pdf
COLLECTEDSecure1,284documents received this month, no attachments
DOCUMENT REQUEST · 3 OF 4Photo IDProof of addressVoid chequeTax return
The challenge

Every email attachment is a document you can no longer control.

Sensitive files in inboxesTax returns and IDs sit in email forever, exposed to every breach and misdirected reply.
Chasing clients for paperworkAdvisors send the same reminder five times and still miss documents.
No proof of what was sharedWhen a regulator asks, email can’t show who saw what, and when.
Inside Secure Exchange

Requests, sharing and signatures. Without an attachment.

HARBOR PEAKWEALTH PARTNERS
2025 tax season package2 of 4
T4 and T5 slips
RRSP contribution receipts
Rental income summary
Signed engagement letter
Requests that get doneChecklists with reminders, so clients finish on their own.
KCKevin ChenOwner
RLRachel Leung, CPAExpires Apr 30
MSMarcus Singh, J.D.Estate folder
MCMei ChenFull access
Share with controlSet access by person, folder and expiry date.
1RequestChecklist sent to client
2UploadClient adds files from any device
3ReviewAdvisor approves each item
4FileSaved to the right folder
Two-way, end to endRequest, upload, review and file, in one place.
Illustrative example
0client documents sent by email
Attachments replacedEvery exchange happens inside the vault.
EncryptionAt rest and in transit
Link expiry30 days
Download watermarkOn
Protected in transit and at restEncryption and access rules on every file.
Jordan Patelrequested 2025 tax documents · 2 min ago
Kevin Chenuploaded T5 slips · 14 min ago
Rachel Leung, CPAdownloaded tax package · 1 hr ago
Every exchange on the recordWho requested, uploaded, viewed and approved.
How it works

Request. Receive. Done.

  1. 1RequestPick the documents you need from a checklist.
  2. 2RemindClients are nudged automatically.
  3. 3ReceiveUploads land in the right folder.
  4. 4ReviewApprove, file or ask for more.
0
Email attachments needed
100%
Exchanges logged
Web · iOS · Android
Client access
1M+
Client vaults
WHY FUTUREVAULT LEADS

The document infrastructure
others are measured against.

See how we compare
#1Integrations in Client File SharingEzra Group integration score, 8.82/10
1,000+API endpointsPlus 7,000+ apps through Zapier
350KFiles delivered per hourCustodial delivery at enterprise scale
SOC 2Type II examinedOperational security, independently examined
1,325%ROI on IDPDocumented for a tier-1 institution
MCPGoverned AI, built inClaude, ChatGPT and agents, permissioned and logged
NOT EMAIL ATTACHMENTSNo vault, no permissions, no audit trail, and no way to take a document back.
NOT GENERIC FILE SHARINGBuilt for internal teams and shared links, not for clients, households and custodians.
NOT DOCUMENT DRAWERSStorage without custodial delivery, document intelligence or governed AI.
FAQ

Secure exchange questions, answered.

Why not just use email?

Email exposes sensitive documents and leaves no audit trail. Secure exchange keeps every document encrypted, permissioned and logged.

Can clients upload from their phone?

Yes. Clients can upload and share from web, iOS and Android.

Can we review documents before clients see them?

Yes. In-review documents can be checked before they are released.

Is FutureVault secure enough for our compliance and InfoSec teams?

FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.

What does FutureVault integrate with?

Custodians including Schwab, Axos, CI Investment Services, NBIN and Fidelity Clearing Canada; CRMs including Salesforce and Microsoft Dynamics; DocuSign and Adobe Sign; portfolio, alternatives and identity platforms; Zapier; and 1,000+ API endpoints. FutureVault holds the highest Ezra Group integration score in Client File Sharing.

Will our clients actually use it?

Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.

The platform

Better together.

Platform overview
Digital VaultBranded client vaults on web, iOS and Android.Explore Vault Insights AIAsk any vault a question. Answers cited to the source.Explore Intelligent Document ProcessingClassify, extract and act on document data at scale.Explore Document LakeEvery document from every source in one governed place, ready for retrieval and AI.Explore Document Lake Bulk Document DistributionUp to 350,000 files an hour, each in the right vault.Explore Onboarding & Account OpeningCollect, sign and file new-account paperwork in one flow.Explore FutureVault MCPConnect Claude, ChatGPT and your AI tools, fully governed.Explore Security & TrustSOC 2 Type II, encrypted in transit and at rest.Explore