Store your digital business documents securely!

What is the Vault?

The Vault is a secure storage space where you can upload, organize, and share critical digital business documents (e.g., tax returns and bank statements).

Our Vault enables you to share time-restricted or password-protected access to Vault documents with an enterprise or partner you want to do business with. This means easier applications and faster onboarding! It's a win-win.


Vault Files


What types of documents can I store in the Vault?

While you can store any PDF, Word, Excel, or image document, it is recommended that you use the Vault to store critical business documents that might be needed to qualify for any service, including a loan, a line of credit, insurance, mortgage, or rental space.


Some examples include:

  1. EIN
  2. Beneficial owner information
  3. Income tax return
  4. Bank statements
  5. Limited Liability Policy
  6. Business Owner's Policy
  7. Director & Owner's Policy
  8. Financial documents such as profit & loss statements, balance sheets, or cash flow statements
  9. Bylaws
  10. Certificate of Business
  11. Standard Operating Procedures
  12. Personal Identification (e.g., driver's license or Passport)


How do I share documents in the Vault?

Sharing documents is simple in the Vault:

  • Select which documents you wish to share
  • Set the security method – either a password-protected zip file or time-restricted access
  • Add the email(s) of the recipients.

Vault Share

It's really that easy!