NEWVault Insights AI: ask your vault anything, cited to the source.See how it works
FutureVault
Book a demo
Book a demo
USE CASE · TAX SEASON

Tax season.
Handled before it starts.

Every 1099 and tax slip delivered securely to the right client vault, with clients alerted the moment it lands and accountants given exactly the access they need.

Tax season 2026 · Delivery tracker
TAX FORMS DELIVERED214,806Clients notified
Form 1099 Composite126,903 files
Delivered to 58,410 vaults
Form 1099-R31,288 files
Delivered to 29,102 vaults
T5 tax slips41,977 files
Delivered to 17,640 vaults
T3 and RRSP receipts14,638 files
Mapping by account number
VAULT INSIGHTS AI214 households haven’t opened their T5008 yet.Reminder scheduled
TAX SLIPSDelivered48,930slips and forms delivered this season
Before and after

No more “where’s my tax form?”

Without FutureVault
Clients calling to ask where their tax forms are
Staff downloading forms one at a time
Sensitive tax documents sent by email
Accountants chasing clients for copies
With FutureVault
Tax forms delivered automatically, at scale
Clients notified the moment forms arrive
Encrypted delivery, never an attachment
CPAs get read-only access in the client’s vault
In practice

Every 1099 and tax slip, before clients ask.

Illustrative example
HARBOR PEAKWEALTH PARTNERS
31,750tax slips delivered this season
Delivered before the deadlineTax documents in every vault, on time.
Tax season 20263 of 4
1099 Composites delivered
T5 and T3 slips delivered
Corrected forms re-issued
Clients notified
Season at a glanceTrack every form type and every exception.
Has the Chen 1099 been corrected?
Yes. A corrected 1099 Composite was delivered Mar 4 and replaces the Feb 14 version.
Source 1Source 2
Fewer “where’s my form?” callsClients and advisors find forms instantly.
KCKevin ChenOwner
RLRachel Leung, CPATax folder
MCMei ChenSpouse
Shared with the accountantCPAs get the tax folder, and nothing else.
HARBOR PEAKWEALTH PARTNERSharborpeak.futurevault.com
Chen Family VaultCLIENT VAULT
HOUSEHOLD AUM$3.15MSchwab feed
DOCUMENTS214All accounts
SHARED WITH4 peoplePermissioned
2025 Form 1099 Composite.pdfTax · SchwabFeb 14
2025 Form 1099 (Corrected).pdfTax · SchwabMar 04
2025 T5 Slip.pdfTax · NBINFeb 28
Every form in its folderFiled by year and type, ready for tax prep.
Schwab feeddelivered 1099 Composite · 2 min ago
Kevin Chenshared with Rachel Leung, CPA · 14 min ago
Rachel Leung, CPAdownloaded tax folder · 1 hr ago
Proof for every formWho received, opened and shared each tax document.
How it works

Seven steps. No manual work.

  1. 1ReceiveSlips and forms arrive from your custodian or fund company.
  2. 2Validate and matchEach form is checked and matched to its account and household.
  3. 3DeliverEvery form is filed to the right vault in one batch.
  4. 4NotifyClients are alerted on web and mobile.
  5. 5Track and chaseSee who has opened their forms and remind those who haven’t.
  6. 6Correct and reissueAmended slips replace originals, with both kept on record.
  7. 7Share and retainClients give their accountant read-only access, and every form is retained.
Key dates

The tax season calendar.

The deadlines your firm delivers against, for the 2026 tax year. Every slip and form links to its page in the document library.

CanadaINCLUDING QUEBEC
Last day of FebruaryMost employment, retirement and investment slips are due to recipients.
March 1, 2027RRSP contribution deadline for the 2026 tax year: the 60th day of the year.
March 31Trust, partnership and non-resident slips are due.
April 30Most individuals file their return and pay any balance owing. Self-employed individuals have until June 15 to file.
United StatesFEDERAL
January 31Most 1099s and IRA value statements are due to recipients.
February 15Broker statements, including consolidated 1099s, are due.
March 15K-1s from calendar-year partnerships and S corporations, and Form 1042-S, are due.
April 15Individual returns are due, and so are K-1s from calendar-year trusts and estates.
May 31IRA contribution information is due to participants.

General rules for the 2026 tax year, issued in early 2027. If a deadline falls on a weekend or public holiday, it moves to the next business day. Some slips have other deadlines, for example T3 slips for trusts with a non-calendar year-end. Always confirm current requirements with the CRA, Revenu Québec and the IRS.

Browse the document library
Powered by

The products behind it.

Bulk Document DistributionUp to 350,000 files an hour, each in the right vault.Explore Secure Document ExchangeRequests, checklists and two-way sharing. No email attachments.Explore Digital VaultBranded client vaults on web, iOS and Android.Explore
Connects with
SchwabCI Investment ServicesNBINFidelity Clearing Canada (FCC)
Built for
Wealth ManagementBroker-DealersCIRO DealersRIAs
CoinsquareCUSTOMER STORY

Coinsquare delivered tax statements securely to every client and met regulatory requirements with FutureVault.

Read the case study
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.
350K+
Files per hour at peak
0
Tax forms sent by email
100%
Deliveries logged
1M+
Client vaults
FAQ

Tax season questions, answered.

When are tax slips and forms due?

In Canada, most slips are due by the last day of February, and T3, T5013 and NR4 slips by March 31. In the United States, most 1099s are due by January 31, and 1099-Bs and consolidated statements by February 15. The key dates above cover every major slip and form.

Which tax forms can FutureVault deliver?

US forms such as the 1099 series and Canadian tax slips such as T5s, delivered automatically from your custodian into each client vault.

Can clients share tax forms with their accountant?

Yes. Trusted Advisor permissioning lets clients give their CPA read-only access to exactly the documents they choose.

Is tax form delivery secure?

Yes. Forms are received over encrypted SFTP and delivered into encrypted vaults, with every delivery logged.

How does FutureVault reduce operating costs?

By automating the document delivery, filing and collection that teams otherwise do by hand. Firms save 30% or more in back-office and administrative costs, and Aligned Capital Partners improved operational efficiency by 30%.

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.

More use cases
Custodial statement deliveryClient onboardingAdvisor transitionsCompliance & audit readinessDocument governanceEstate planning & wealth transferDocument intelligence