Built for anyone who needs a specific thing from a specific person by a specific date.
Line-item checklists
Request a document type, custodian, account number, and subject — Legal, Tax, Investment, Insurance — so nothing is guessed at.
AI files the pile for you
Drop 40 documents at once. Each is read, matched to the right line, and turned green. Anything ambiguous waits in Unidentified rather than being misfiled.
Nothing sits in an inbox
Files go straight to private encrypted storage. Links alone are useless: every recipient must confirm a one-time code.
Per-recipient access
The CPA, the attorney, and the client each get their own link. Revoke any one of them instantly without touching the others.
Action items, not just files
Some things aren't a PDF. 'Confirm the beneficiary change posted' is a line too — marked complete with a written update.
Send it from anywhere
Send from the app, copy a share link, or open requests programmatically from your own client portal through the REST API.
Security & retention
Treated like the documents they are.
Trusts, returns, and account statements should never live in an email thread. DocuVaultIQ keeps them encrypted, access-controlled, logged, and deleted on your schedule — and routes the finished package into the system of record you already use.
Read the full detailEncrypted in transit and at rest
TLS everywhere, private object storage that is never publicly readable, and short-lived signed links for downloads instead of permanent URLs.
Two factors, zero accounts
An unguessable per-person link plus a 6-digit code delivered separately. Codes expire in 15 minutes; attempts are throttled; access is revocable per person.
Retention on your terms
Choose per request: keep indefinitely, or purge 30 days, 90 days, 1 year, or 7 years after completion.
Choose a destination
Pick where finished documents belong when you build the request — the vault, Box, SharePoint, Drive, or secure SFTP.
Full audit trail
Every code issued, link opened, file uploaded, item completed, and access revoked is recorded with actor, time, and IP.
Everyone on the same page.
Build your first checklist in a couple of minutes.