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Doculivery’s Premium Vault

Client Portal & Document Collection Software for Accountants and CPAs

A custom cloud-based client portal that makes it simple for CPAs and accounting firms to work with clients, wherever and whenever. With secure file sharing, form fills, eSignatures, built-in document request tools, and advanced access controls, Doculivery’s Premium Vault empowers firms to collaborate, collect documents, and keep clients in the loop—all while strengthening trust, saving time, and enhancing client experience.

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Save Time

  • Reduce email clutter and eliminate repetitive follow-ups.

  • Streamline document requests, uploads, and signatures.

Strengthen Trust

  • Give clients secure, professional access to their documents.

  • Ensure compliance and peace of mind with enterprise-grade encryption.

Improve Client Experience

  • Easy enough for even the least tech-savvy clients to use.

  • Mobile-friendly so clients can engage anytime, anywhere.

client using doculivery's cloud based client portal software

Key Features

  • Client Portal Software for CPAs & Accountants – Purpose-built for tax prep, audit, and advisory workflows.

  • Document Request & Collection – Eliminate back-and-forth by collecting the right documents on time.

  • Secure, Encrypted Sharing – Protect sensitive documents with expiring links, authentication, and detailed access logs.

  • Role-Based Access Controls – Decide who can view, edit, or upload—whether CPAs, staff, clients, or third parties.

  • Centralized Collaboration – One source of truth for your firm and every client. No more chasing files across email or desktops.

  • Form Fills & eSignatures – Collect information and approvals quickly and securely.

  • Cloud-Based Access – Work with clients wherever and whenever.

  • White-Labeled, Branded Website – Deliver a professional client-facing portal that matches your firm’s brand, logo, and identity.

Control Access. Share Securely. Work Efficiently.

Protect sensitive documents, control permissions, and keep everyone aligned with centralized, secure tools that simplify both client communication and internal teamwork.

Client using Doculivery's cloud based client document management software

Why Firms Rely on Request Docs

Purpose-built for the document chaos CPAs and accountants face every day.

Get Documents on Time

Send secure, trackable checklists clients can actually follow on mobile or desktop.

End the Email Chase

Replace scattered email requests with a unified, secure workflow.

Know What’s Missing

Stay on top of what’s submitted and what’s still outstanding with client dashboards and automated reminders.

Man using Doculivery's secure client portal software for his business

FEATURES THAT ELIMINATE ADMIN TIME

Feature Highlights

Everything you need to streamline the document intake process—nothing you don’t.

  • Send to one client or thousands—bulk request supported

  • Customize checklists by engagement or document type

  • Client uploads go straight to the right folder

  • Track and manage submissions in one dashboard

  • Real-time notifications when files are uploaded

  • Client portal access is included—no extra tools needed

  • Enterprise-grade encryption and version control built in

  • White-labeled, branded client website for a professional look

Document Use Cases

Doculivery Premium Vault is ideal for securely collecting and managing critical financial and compliance documents, including:

Quarterly report filings

Income statements

balance sheets

Bank statements

Form 940 & Form 941 filings

W-2 and 1099 forms

A Better Way to Work with Clients

Stop chasing documents and email threads. With Doculivery’s Premium Vault, CPAs and accountants can collect the right documents on time, securely share files, and keep clients in the loop—all from one platform designed to make accounting collaboration smarter, faster, and more secure.

Customer searching on our enterprise scale client document portal

Easy Search and Retrieval

Discover how Doculivery’s Premium Vault can help your firm save time, strengthen trust, and improve collaboration.

Enterprise-Scale Search

Locate documents across your entire organization with robust search capabilities that make finding what you need fast and efficient, regardless of scale.