Get the edge over your competition.
Vaulta automatically integrates with FreeAgent to create at-a-glance financial dashboards, and Loom so you can quickly and easily provide essential business insights and send reports to your clients instantly.
Save time, add value, build customer loyalty and reduce churn by quickly showing your clients their available funds and tax liabilities at a specific point in time via video and PDF reports to keep their business on track.
Vaulta is an advanced online platform that provides a state-of-the-art experience to you and your clients.
Automated client importing
Automated assignment of Account Managers
Automated creation of insights dashboard
Fully branded to your practice
Integrated Loom video commentary
Absolute control over the client experience
Pre built templates
Share online with client
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