Client Vault
Document management system with workflow approvals. Organise, share, and track client documents effortlessly.
What it does
Client Vault is a comprehensive document management solution designed for businesses that need to securely store, organise, and share documents with clients. With built-in workflow approvals, version control, and audit trails, you can maintain complete oversight of your document processes.
This app can be fully branded with your logo, colours, and domain. We can also make bespoke modifications to fit your exact workflow.
Key features
- Secure document storage with encryption
- Workflow approvals and sign-offs
- Version control and audit trails
- Client portal access
- Automated notifications
- Custom folder structures
- Bulk upload and download
- Integration with existing systems
Ready to get started?
Try the live demo or get in touch to discuss how Client Vault can be customised for your business.
You might also like
Debt & Credit Control
Finance
Aged debtor reports, automated payment reminder sequences, dispute logging, payment plan agreements, and escalation tracking — end the late payment chaos.
Quotes & Invoicing
Finance
Create professional quotes, convert to invoices, track payments, and chase overdue accounts — all in one place.
Expense Management
Finance
Employees photograph receipts, submit claims, managers approve, and finance exports directly to accounting — no more email chains or lost receipts.