As an accountant or bookkeeper, storing documents is part of the job. But finding that information is sometimes way more complicated than it needs to be. Vault gives you a secure and accessible place to store all your client’s essential documents, and find them easily thanks to smart AI organisation.
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Keep all important client documents — contracts, leases, loan agreements – safely stored in one smart, organised space in Dext. No more documents that aren’t receipts clogging up your cost inbox or digging through emails to find what you need.
Let AI do the heavy lifting with intelligent organisation, naming and smart tagging of documents, so you can easily find what you need as soon as you need it. Get a clear view of upcoming due dates, so you never miss them.
Quickly find, and share documents with your clients all from within Dext, without relying on email attachments or risky file transfers.
Set personalised access permissions to ensure only the right people can view or edit sensitive or confidential files, keeping your data secure at all times.
Vault says no to unnecessary admin. Find what you need in an instant and get back to the stuff you should be doing.
Vault is only available with a Dext subscription.
Try Dext for free for 14 days
If you and your clients are already using the enhanced version of Dext you can access Vault now in the left hand menu in-product.
The standard tier of Vault is free. The paid tier, Vault+, which includes more storage and more AI credits, is from £1/ $2 AUD/ $2 CAD/ 2€ per client per month.
The standard tier of Vault includes 500MB storage per client. Vault+ includes 5GB of storage per client.
Vault uses encrypted storage and follows best practices for data security and compliance - meaning we are GDPR and ISO compliant for all documents. You can read more about Dext’s compliance here.
Yes, as long as you and your clients have switched to the enhanced Dext experience, you will have access to Vault.