FileVault provides clients with 24/7 access to tax returns, financial statements, as well as scanned source documents like W-2s and stock transactions. Clients safely store vital company information like employee data, corporation papers, and legal documents. All files are backed up daily and archived in our secure data-center.

Without a Document Management System, files are duplicated, lost, and deleted without control. FileVault establishes organization and consistency over how electronic documents are handled. Version History lets others know which document is the most current. File modification audit trails and email notifications support workteam collaboration and security compliance.

Work From Anywhere

FileVault securely stores files and documents online so you and your staff are productive at the office, your client's office, or even from home. It also works great with firms who outsource bookkeeping to contractors.

Your Clients Want It

Clients want to reduce the amount of paperwork they have to file away. They like having instant, anytime access to tax returns and financial statement from any location. Once they see how quick and easy it is to view and print their returns, they'll never ask for another paper return again. If you already file your clients' tax returns electronically, you're ready to take the next step and eliminate the client's paper copy as well. Substitute their printed return with a PDF file, accessible online when they need it.

Easy To Use

The familiar user-friendly "Windows Explorer" like interface means your clients and staff members are able to use the system right away, without having to learn a thing. Drag and drop files directly into clients’ folders. There's no hardware or software to install and the system only takes a couple minutes to set up.

Saves Time

FileVault makes it easy to find documents across your organization. Instantly find files with a quick keyword search.

Secure and Compliant

FileVault allows your firm to stay in Sarbanes-Oxley and Gramm-Leach-Bliley compliance by providing encrypted file access and a highly secure storage environment as well as transaction audit trails and email notifications.

Peace of Mind

Make sure your business is able to run in the event of a natural disaster such as a fire, flood, hurricane or tornado. Your important financial information is securely stored online.

Organized Documents

You can control who sees what, with precision organizational controls. You can share a document with a specific user, all members of your firm, or publicly for all users. You can also organize folders into unlimited sub-folders.

All file types are allowed in the FileVault: QuickBooks Backup Files, Microsoft Documents (PowerPoint, Word, Excel), PDF’s, Video Files, and Music and Audio Files.

Designed Specifically for Accounting Firms

CPA Site Solutions is more than familiar with the data security needs of accounting firms. Frequently, it is necessary to set up "ethical walls" preventing staff and contractors from seeing documents they shouldn’t. User Assignment allows Administrators to restrict access to clients’ settings and documents, essentially making that user invisible to unauthorized users.

No time to manually set up clients one-by-one? No problem! Simple copy and paste a list of your clients’ email addresses into the Multi-User Invite field, and fire it off. That’s it! Your clients will receive an immediate invitation. Once they have accepted this invitation, they are off and running.