Secure Document Management for CPAs & Accountants
Protect your clients' sensitive financial data from breaches, simplify IRS audit preparation, and maintain client confidentiality with military-grade security.
The Challenges CPAs Face
Accounting firms deal with unique document management challenges that require specialized solutions.
Regulatory Compliance Risk
IRS regulations require retention of tax documents for up to 7 years. Non-compliance can result in penalties, legal issues, and damage to your firm's reputation.
Document Security Concerns
Client financial data is highly sensitive. Data breaches can lead to identity theft, financial fraud, and violation of client confidentiality agreements.
Long-Term Retention Requirements
Maintaining organized access to years of client records, tax filings, and audit trails becomes increasingly complex and costly over time.
The CorpVault Solution
Purpose-built secure document management for accounting professionals.
SOC-2 Ready Storage
Our infrastructure is designed to meet SOC-2 compliance requirements, ensuring your client data is handled according to industry best practices.
Encrypted Client Vaults
Organize documents by client with individual encrypted vaults, making it easy to manage and access specific client information when needed.
Comprehensive Audit Trails
Track every document access, modification, and sharing event with immutable audit logs that satisfy regulatory requirements.
Guaranteed Retention
Set retention policies that align with IRS requirements, ensuring documents are preserved for the legally required timeframes.
Security You Can Trust
CorpVault provides the highest level of security for your most sensitive client documents.
Bulletproof Encryption
AES-256 encryption for all stored documents and TLS encryption for data in transit.
Immutable Audit Logs
Tamper-proof logs of all system activities to maintain accountability and transparency.
Granular Access Control
Define precisely who can access, modify, or share specific documents or client folders.
Compliance-Ready
Built to meet IRS, AICPA, and other regulatory standards for document retention and security.
Trusted by Accounting Professionals
"CorpVault has transformed how our firm manages client tax documents. The secure client vaults and retention policies give us peace of mind that we're meeting all IRS requirements, and the audit trails have made our compliance reviews seamless."
Michael Richardson, CPA
Managing Partner, Richardson Accounting Associates