Stop chasing clients. Start closing cases.
The all-in-one platform for accountants, consultants, and professional service firms. Manage tasks, collect documents, and deliver branded client portals -- all in one place.
How it works
Up and running in minutes, not weeks
Getting started with Vulu Vault is straightforward. Three steps to transform how you manage clients and tasks.
Set up your workspace
Create your account, invite your team, and set up compliance categories. Import existing tasks via CSV or start fresh with recurring task patterns.
Invite clients to their portal
Clients get a branded, secure portal with magic link login. They upload documents and track requests in seconds -- no account creation needed.
Automate and stay compliant
Automated reminders, SLA tracking, and recurring task workflows handle the repetitive work. You focus on delivering value to your clients.
Streamline document collection
Stop chasing clients for documents. Create multi-item requests with documents, tasks, signatures, and forms. Track status in real time with automated reminders and deadline tracking.
- Multi-type request items (documents, tasks, signatures, forms)
- Automated email reminders with SLA tracking
- Bulk approve/reject submitted items
- Real-time progress tracking per request
Branded client portals
Give your clients a professional, branded portal with your logo and colors. Clients see SLA status, track their request progress, and upload documents -- all with passwordless magic link login.
- Your logo and branding throughout
- Passwordless magic link login
- SLA status tracking (On Track, Due Soon, At Risk)
- Overall progress dashboard with item counts
Built-in task management
Manage tasks across clients and entities with a Kanban board, calendar view, or list. Track priorities, due dates, approval workflows, and recurring tasks -- all with built-in SLA breach escalation.
- Kanban, list, and calendar views
- Priority levels (Low, Normal, High, Critical)
- Approval workflows with delegation
- Recurring task automation with SLA tracking
Features
Everything you need in one platform
Built for professional service firms who demand security without sacrificing usability.
Secure Document Storage
Enterprise-grade 256-bit AES encryption with automatic virus scanning, version control, and retention policies.
Request Workflows
Streamlined request management with SLA tracking, automated reminders, and approval chains.
Branded Client Portals
White-label portals with your logo and colors. Professional experience that builds client trust.
Magic Link Auth
Passwordless login via email. Clients access their portal in one click -- no passwords to remember.
Analytics & Reporting
Built-in dashboards with audit logs, compliance scoring, and exportable reports for stakeholders.
Task & Compliance Toolkit
Recurring task automation, evidence collection, approval workflows, audit-ready documentation, and built-in GDPR compliance tracking.
Platform
Built for professional service firms
Purpose-built capabilities for accountants, consultants, and compliance teams.
Automated SLA Tracking
From caution alerts 48 hours before deadlines to multi-level breach escalation, every request is automatically tracked and escalated when needed.
Passwordless Client Portal
Clients receive a magic link via email and access their branded portal instantly. No passwords, no account creation, no friction.
Multi-Entity Compliance
Manage compliance across multiple business entities with departments, per-entity compliance scoring, and consolidated dashboards.
Pricing
Simple, transparent pricing
Start free for 14 days. No credit card required. Scale as you grow.
Starter
For individual consultants and small businesses
3 users | 1 GB storage | 125 tasks
Start free trial- 1 business entity with departments
- Basic task management
- Recurring task automation
- CSV import/export
- SLA deadline tracking
- Folder vault with file sharing
- Basic request workflows
- Client portal access
- 2 consultant access slots
- Consultant dashboard & team management
- Custom roles & permissions
- Task delegation & reassignment
- Email notifications
- Audit log (30-day retention)
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
Essential
For growing teams that need workflow automation
7 users | 10 GB storage | 250 tasks
Start free trial- Everything in Starter, plus:
- SLA breach tracking & escalation
- Document classification & security scanning
- Retention policies & legal hold
- Request templates & approval workflows
- MFA (two-factor authentication)
- Notification preferences & mentions
- API keys & webhooks
- Audit log (90-day retention)
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
Pro
For established firms scaling operations
10 users | 15 GB storage | 400 tasks
Notify Me- Everything in Essential, plus:
- QuickBooks integration
- Finance module (expenses & budgets)
- Custom branding
- Advanced reporting & analytics
- Priority support
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
Advanced
For large organizations with complex needs
13 users | 20 GB storage | 700 tasks
Notify Me- Everything in Pro, plus:
- Full finance suite (credits, dunning, reports)
- Storage provider failover
- Dedicated account manager
- Extended audit retention (1 year)
- Custom integrations
Add-ons:
+$11/extra user
+$1/GB overage
+25 tasks per user
All prices in USD. All plans include a 14-day free trial. Contact us for custom solutions
Integrations
Connects with your tools
Connect your accounting tools and communication channels. More integrations on the way.
QuickBooks
Sync clients, auto-create compliance tasks
REST API & Webhooks
Build custom integrations via API keys
Email Notifications
Automated reminders and SLA alerts
SMS & WhatsApp
Client communication channels
Xero
Accounting integration
Google Workspace
Drive, Calendar, and Gmail
Microsoft 365
Office and OneDrive integration
Don't see your integration? Let us know and we'll add it to our roadmap.
FAQ
Frequently asked questions
Everything you need to know about Vulu Vault.
Still have questions?
Contact our team