How It Works
A simple, secure workflow to collect and manage client documents in four easy steps
Create Your Case
Set up a reusable case template with document requirements. Define what documents you need from clients.
Invite Your Clients
Send secure invitation links to your clients. They'll receive an email with a personalized upload portal.
Clients Upload Documents
Your clients access their portal via the invitation link and upload documents securely. No account needed.
Review & Approve
Review each document, approve or request changes. Clients receive email notifications with your feedback.
Use Cases
Perfect for any business that needs to collect documents from clients
Tax Preparation
Collect W-2s, 1099s, receipts, and other tax documents from clients. Organize everything in one place before tax season.
Mortgage Processing
Gather pay stubs, bank statements, tax returns, and employment verification documents from loan applicants.
Legal Document Collection
Request contracts, identification documents, and supporting evidence from clients for case preparation.
Insurance Claims
Collect incident reports, photos, medical records, and other documentation needed for claim processing.
Business Onboarding
Gather incorporation documents, tax IDs, bank statements, and compliance paperwork from new business clients.
Financial Planning
Collect financial statements, investment records, and personal documents needed for comprehensive financial planning.
Features
Everything you need to collect and manage client documents efficiently
Secure Document Storage
All documents are encrypted and stored securely in Cloudflare R2. Your clients' sensitive information is protected.
No Client Accounts Required
Clients upload documents via secure invitation links. No need for them to create accounts or remember passwords.
Email Notifications
Automatic email notifications keep clients informed when documents are reviewed or when action is needed.
Document Review Workflow
Approve or reject documents with notes. Clients can re-upload rejected documents easily.
Reusable Case Templates
Create case templates once and reuse them for multiple clients. Save time on repetitive setups.
Centralized Dashboard
View all your cases, pending reviews, and client activity in one place. Never lose track of documents.
Benefits
Why businesses choose Vesqa Vault for document collection
Eliminate email attachments and scattered documents
Reduce back-and-forth communication with clients
Professional, branded experience for your clients
Track document status and completion in real-time
Secure, compliant document handling
Save hours of administrative work
Problems We Solve
Common challenges businesses face when collecting documents from clients
Documents scattered across emails
All documents are organized in one secure location, linked to specific cases and clients.
Clients struggle with file uploads
Simple, intuitive upload portal that works on any device. No technical knowledge required.
Lost or missing documents
Track which documents have been uploaded, reviewed, and approved. See what's still pending.
Security concerns with email
End-to-end secure document collection. No sensitive documents sent through unsecured email.
Time-consuming follow-ups
Automated email notifications keep clients informed. Clear status indicators show what's needed.
Inconsistent document collection
Standardized case templates ensure you collect the same documents from every client.
Start Collecting Documents Today
Join businesses that have streamlined their document collection process with Vesqa Vault
Get Started FreeWhat is the Vault?
Vesqa Vault is a secure document collection platform designed for businesses that need to gather sensitive documents from clients. Whether you're a tax preparer collecting tax documents, a mortgage broker gathering financial statements, or any business that needs organized document collection, Vesqa Vault streamlines the process.