01
DocumentsSecure Document Storage
Keep client tax documents organized in a secure document workflow.
Client Document Workflow
A More Organized Way to Manage Taxpayer Documents.
Taxpayer Vault (Unlimited File Storage) supports secure document storage, remote uploads, AI-assisted data extraction, and final signature archiving within the GOTAXTOOLS workflow.
Key Capabilities
Designed for a More Organized Tax Practice
Capabilities can vary by plan, configuration, tax year, and supported filing type.
02
Remote WorkflowSeamless Remote Uploads
Support convenient client document submission without unnecessary office visits.
03
AutomationAI-Assisted Data Extraction
Use supported automation to help reduce repetitive document-entry work.
04
RecordsFinal Signature Archiving
Retain completed signature documents with final client tax records.
Learn More
See How Taxpayer Vault Fits Your Workflow.
Request a live demonstration and ask our team about document workflows available with your configuration.