Chasing documents by email, tracking returns in a spreadsheet, and quietly praying nothing slips while January eats you alive. ClientVault is our working demo of bespoke practice software: secure document exchange, return and matter tracking, and deadlines you can actually see coming — built for how your practice really runs, not how a software company imagines it does.
Your fourth 'just following up' email for records the client is absolutely certain they attached. Reader, they did not.
A colour-coded spreadsheet, a wall of Post-its, and the quiet hum of panic. There is, genuinely, a better way.
Sensitive numbers pinging around as email attachments — a GDPR incident in a party hat, waiting for its moment.
Practice software that charges you per seat and still insists you work its way, not yours.
A working demo of secure document exchange and return tracking for a professional practice. Real screens, real flows, and clients who upload everything first time — a fantasy we've hard-coded in. Open it and have a poke around.
ClientVault shows the shape. Yours matches your service lines — personal tax, corporate, conveyancing, whatever your practice does.
Clients upload documents to an encrypted, UK-hosted portal — no more attachments in email chains.
Every client's status at a glance: awaiting records, in progress, filed. No spreadsheet needed.
Polite, persistent reminders go out on your schedule — the system does the following up.
Filing deadlines, key dates and workloads visible across the practice, per partner or per team.
Who uploaded, who viewed, who approved, when — a complete record for compliance.
Clients approve accounts and sign engagement letters digitally, tracked in the same place.
We map how you work today and pinpoint exactly what's costing you time or customers.
A clear scope and a fixed price, in writing. You know the number before we start.
Delivered in weekly increments you can see and steer — no black box, no drift.
Tested, your data migrated, live in weeks. We're there for the go-live, not gone.
Full source, docs and UK hosting. Own it outright — grow it with us or anyone.
Answer a few quick questions about what you need and get an itemised quote you can shape yourself — no sales calls to sit through, delivered in weeks, owned outright by you.
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