Vaulta

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.

How it works

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

• PDF reporting

• Absolute control over the client experience