Send clients one secure link. They snap photos or pick files on their phone — no app, no password — and you get clean PDFs filed in the end client folder.
No credit card. No demo required — but happy to show you around.
42
New uploads
128
Clients
0
WhatsApp files
Awaiting
In Prep
Review
Sign
0
user minimums
14 days
free trial, no card
4 languages
English · Español · Kiswahili · العربية
$0
onboarding on annual
Clients tap your secure link, snap their W-2s and 1099s, and VaultLines's AI reads, names and files every document into the end client and tax-year folder — then reminds anyone who hasn't finished. No WhatsApp threads, no blurry photos, no manual sorting.
Built from last year's return, so clients only answer what applies to them.
No credit card. No demo required — but happy to show you around.
Smart Intake — live
LiveNow processing
Just filed
The problem
W-2s in a WhatsApp chat. A blurry 1099 by text. A Social Security card in someone's email. VaultLines gives every client one secure link instead.
WhatsApp, text & email
VaultLines secure upload links
Send a link
Copy it, text it, WhatsApp it, or print the QR code.
Client snaps photos
No app, no password. Works on any phone.
You get organized PDFs
Filed by client and year, with an instant alert.
One link per client or one for everyone. Share by text, email, WhatsApp or QR code. Expiring and revocable.
Checklists from 1040, 1120-S and bookkeeping templates that auto-file uploads into the end year.
Clients snap a photo of a W-2 from their phone. No app to install, no password drama.
8879s and engagement letters signed in seconds, with a full audit trail. On every plan.
Automatic nudges on your cadence so you stop chasing missing docs.
Threaded chat per client with attachments — ditch the email back-and-forth.
Line-item invoices and a Pay now button end in the portal.
See every return from Awaiting Docs to Filed, with assignees and due dates.
English and Spanish at the tap of a button, for clients and their families.
No user minimums. eSign included on every plan. Free onboarding on annual plans.
Sample testimonials — placeholders until we publish real customer quotes
“My clients stopped sending W-2s on WhatsApp. Everything just lands in the end folder.”
“Our Spanish-speaking clients finally have a portal they understand.”
“We cut our document chase time in half during the first season.”
Designed to help firms meet IRS Publication 4557, the FTC Safeguards Rule and GLBA requirements.
How we protect your data →