Vault First · AES-256 Encrypted
The Vault
Upload once. We tag, encrypt, pre-fill your discoveries, and share only what you choose with your professionals — no PDFs ever leave the vault.
Drag any document here — we'll do the rest.
PDFs, photos, scans. Statements, returns, trust docs, policies. We auto-categorize, extract key fields, and pre-fill the right Mini Audit. Your professionals see only what you grant access to.
Upload by category
Click a category to upload directly — we'll route it to the right Mini.
Recent uploads
Files you've added and what they powered.
What your Vault powers
AI pre-fill
Documents auto-extract into discoveries so you never re-type the same number twice.
Pro collaboration
Your advisor, Tax Pro, and attorney see only the docs and pillars you grant — revocable any time.
Faster Mini Discoveries
Each upload completes more of your Tax, Estate, Protection, and Net Worth sections automatically.
One source of truth
One encrypted home for every statement, return, policy, and trust doc. No more email attachments.
Reg BI ready
Every download is audit-logged so your team has a defensible compliance trail.
You hold the keys
Zero-knowledge architecture. Shred a doc and it's gone — logged, but unrecoverable.
Grant a professional secure access
Time-limited, pillar-controlled, fully revocable. PDFs never leave the vault.
Request a Second Opinion
Share read-only Vault access with a vetted pro for a focused review.