Skip to content
React Box

The vault

Overview

The vault is the shared workspace where your business deposits its accounting documents and where your accounting firm processes them. One source of truth, a complete history, and controlled access.

Updated on August 14, 2026

What the vault is for

Centralize, structure, and circulate your accounting documents between you and your accountant — without resorting to email or WhatsApp. Every document goes through a traceable lifecycle: filed, shared, processed.

  • Centralize: purchase invoices, sales, bank statements, contracts, payroll and tax — all in one place.
  • Exchange: your accountant retrieves what they need without chasing you by email.
  • Track: who filed what, when, who validated it, and who rejected it.

Ownership rule

Only business-type organizations own a vault. An accounting firm never has its own vault: it accesses its clients' vaults through the access links each business configures. The business chooses what its agency can see and can revoke that access at any time.

Note

If your organization is an accounting firm, you won't see the "Vault" tab in your dashboard. You access your clients' vaults from the "Clients" section.

The core building blocks

Five concepts structure the whole vault. The rest of the documentation relies on this vocabulary.

  • Folders

    Fourteen system folders cover the most common accounting needs. You can add your own on top.

  • Documents

    The unit of exchange: a name, a status, one or more files, tags, and comments.

  • Files

    Raw documents (PDF, images, Office) hosted encrypted on Cloudflare R2.

  • Tags

    Labels you define to retrieve your documents according to your own logic.

  • Activity log

    Every action leaves a trace — upload, validation, rejection, comment, deletion.

Quick start

Four minutes is enough to share your first document with your accounting firm.

  1. 1

    Open the vault

    From your dashboard, click "Vault" in the sidebar.

  2. 2

    Pick a folder

    Drag your PDF or photo into the matching folder — for example, Purchase invoices.

  3. 3

    Submit

    The document is created as a draft. Click "Submit" to make it visible to the agency.

  4. 4

    Track the processing

    The status moves to Pending, then to Processed once your accountant is done. You're notified at every step.

Go further

The documentation is organized by concept. Each page is readable on its own.

Folders

The fourteen system folders, creating custom folders, and status tracking.

Read the page

Documents

The anatomy of a document: files, comments, visibility, activity log.

Read the page

Statuses & workflow

The six statuses, the allowed transitions, and one-click resubmission.

Read the page

Tags

Label, group, retrieve. Everything about tags and their categories.

Read the page

Agency access

How an accounting firm accesses its clients' vaults and what each member sees.

Read the page