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The Digital Vault Platform for Crypto Exchanges

Confidently meet regulatory reporting and compliance requirements by providing a secure and structured way to deliver critical documents and statements to investors.

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ACME Cryptocurrency Digital Exchange Mockup

GROWING COMPLIANCE DEMANDS

Reporting Requirements Are Steadily Growing

Meeting the ever-growing reporting and compliance requirements is becoming increasingly challenging. Our Digital Vault Platform makes it easy to stay ahead of the curve and confidently meet regulatory reporting requirements.

INTRODUCING FUTUREVAULT

Experts in Managing Compliance & Documents

  • Crypto tax reporting and compliance with our certified SOC 2 Type II and PCI secure platform
  • White-label, branded document exchange “portal-in-a-box” with clients
  • Integrated e-signature with DocuSign for onboarding new clients and KYC forms
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AUTOMATE DOCUMENT DELIVERY

Securely Deliver Statements

Meet regulatory and compliance requirements by using a secure and automated solution to deliver transaction records and key documents in one centralized location.  

  • Upload and deliver yearly tax statements in bulk to clients
  • Upload and deliver transaction records in bulk to clients
  • Easily download all transaction records and tax statements of all clients for any given year
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FUTUREVAULT CASE STUDY

How Coinsquare Successfully Met Compliance Reporting Requirements

Canada’s largest Crypto Exchange, Coinsquare, was required to provide the Canada Revenue Agency (CRA) client tax summaries and statements to report on cryptocurrency activity to ensure compliance.

Coinsquare selected FutureVault as the most secure platform to deliver transactional statements required for tax and compliance.

  • 25,000+ Coinsquare branded Vaults deployed to clients to access their statements
  • 7 years of tax statements successfully delivered to the CRA and stored securely in client Vaults
  • FutureVault met the aggressive timeframe to deliver everything in the span of two weeks
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Coinsquare Vault - FutureVault

Advanced Features To Manage Your Workflow

Our Digital Vault Platform is equipped with the right tools and features to help you improve the way you manage, store, and share important information across your organization, with your clients, and with their Trusted Advisors.

  • White Label & Co-Branding
  • Secure Document Delivery
  • Digital Signatures
  • Dynamic Checklists
  • Structured Organization
  • Notifications & Reminders
  • Audit Trail & Activity Log
  • Multi-Tiered Environment
  • Bulk Upload & Download
  • Open & Custom Integrations
  • Multi-User Permissioning
  • Smart Filing Technology
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BOOK A DEMO TODAY

Securely Deliver Documents and Navigate Compliance With Ease.

Looking to securely deliver documents to your clients and meet and stay ahead of compliance and reporting requirements? We’re here to help. 

 

BOOK A DEMO TODAY

Deliver Documents. Navigate Compliance. Improve Operations.

Looking to securely deliver documents to your clients, navigate compliance and reporting requirements, and automate your everyday workflows including client onboarding and statement delivery? We’re here to help. 

 
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154 University Ave, Suite 601
Toronto, ON, M5H 3Y9
1-844-538-2858

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