Learn how organizations like Aligned Capital Partners, Bailard, Mandeville, and Coinsquare transformed their document workflows and client experience.
- 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
- 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
- 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
