For accounting & tax professionals · Tax Vault™
Stop chasing client documents. Give every client a Tax Vault.
Your clients get a simple, guided place to keep receipts and tax documents all year. You get a January that doesn't start with a shoebox.
- 🗂️
Fewer document chases
- 📅
Clients organized all year
- 🔒
Shared on their terms
ScanVault🧾 Tax Vault™
Provided by
Johnson CPA
- ▣ Income Documents
- ▣ Business Expenses
- ▣ Vehicle & Travel
- ▣ Home Office
- ▣ Charitable Contributions
- ▣ Prior-Year Returns
Powered by ScanVault
📁 Personal Vault
Your private ScanVault
Organize throughout the year, not the night before.
Who it's for
Built for the professionals who close the year.
From a solo bookkeeper to a regional firm, the Tax Vault is the same. The only thing that changes is how many clients you give it to.
CPAs and EAs
Every return starts with organized source documents instead of a March scramble.
Bookkeepers
Receipts arrive filed, readable, and totaled — as the year happens.
Accounting firms
One branded experience for every client, across every preparer.
The problem
Tax season shouldn't start with a shoebox.
The shoebox arrives in March
A year of receipts, photographed at midnight, sent in eleven emails. Tax Vault turns that into a structure your client fills in as the year happens.
Every request is a chase
Missing 1099, missing receipt, missing mileage. Clients scan into the right folder the moment they have it, and the AI reads the totals for them.
Organized clients still guess
The starter structure mirrors how a return is actually built — income, expenses, vehicle, home office — so 'where does this go?' answers itself.
The client experience
Your accountant has provided you with your own ScanVault Tax Vault™.
The vault opens with the structure a return actually follows: Income Documents, Business Expenses, Vehicle & Travel, Home Office, Insurance, Charitable Contributions, Estimated Tax Payments, Prior-Year Returns, Year-End Documents.
ScanVault reads vendors, totals and dates from every scan so your client never retypes a receipt. It organizes; it does not decide what is deductible. You remain the tax professional.
Sharing is the client's choice and can be scoped to folders. Every view is recorded in an audit trail both of you can see.
The client journey
A year that's organized before tax season arrives.
- 1
Onboarding
You give a client a Tax Vault by email. If they already use ScanVault, it's added to their account.
- 2
All year
Receipts, W-2s, 1099s and mileage go into a structure built the way a return is built.
- 3
Sharing
When they're ready, they share the Tax Vault with your firm — the whole thing or just the folders you need.
- 4
Tax time
You open a portal with vendors, totals, dates and originals already there. No shoebox.
How it works
Four steps, none of them a sales pitch.
- 01
Give a client a Tax Vault
Enter a name and email from your partner dashboard. ScanVault sends the invitation with your firm's name on it.
- 02
They activate in one tap
New to ScanVault? They create an account. Already a user? The Tax Vault is simply added to the account they have.
- 03
They scan all year
Receipts, W-2s, 1099s and mileage go into a structure built for tax time. ScanVault's OCR reads vendors, totals and dates.
- 04
You see what they choose to share
The client shares their Tax Vault with your firm when they're ready. You see activation status until then, nothing more.
Tax Vault™ program
Example dataJohnson CPA
Tax Vaults provided
64
Activated
59
Awaiting
5
Available
36
| Marcus Lee | Activated | Shared with your firm |
| Dana Ortiz | Invited | Resend · Copy link |
| Priya Shah | Activated | Private |
Partner tools
Everything you need, and nothing you'll have to manage.
- Give a client a Tax Vault
- By name and email, or with your partner code on an intake sheet.
- Renew a client each tax year
- One vault covers one client for a tax year. Renew from your ledger in one click.
- Clients share on their terms
- A client shares the whole Tax Vault or chosen folders with your firm, and can stop anytime.
- Open shared vaults in your portal
- Vendors, totals, dates and originals, with a tax-ready review and CSV/ZIP export.
- Every view is on the record
- Views, downloads and exports land in an audit trail you and your client can both see.
What you see
- ✓ Vaults provided, activated, and awaiting activation
- ✓ Your logo and name on every vault you provide
- ✓ Documents your client chooses to share with you
- ✓ Resend, copy link, and QR code for every invitation
What you never see
- — Their Home Vault, Personal Vault, or any other professional's vault.
- — Documents they haven't shared with your firm.
- — Their questions, searches, or activity.
Providing the vault is not owning the vault. That boundary is what makes clients comfortable putting everything in it.
Pricing
One simple price per Tax Vault.
One vault covers one client for a full tax year, scanning and vault chat included, your name on the front. Renew a client next year with another vault. No subscription. Unused vaults carry over to the next year.
1 vault
$29
per vault
Buy one whenever you need it.
Starter
$250
$25 per vault
10 vaults.
Growth
$1,000
$20 per vault
50 vaults.
Enterprise
Talk to sales team
200 or more vaults
Volume pricing for brokerages and firms. Tell us about your volume →
Which pack fits you?
- Under 20 clients: Starter
- Solo practice: Growth
- Firm: talk to our sales team
Your client pays nothing for a vault you provide.
Cost calculator
How many clients do you prepare returns for?
Best fit
Growth packs
$1,250for 60 Tax Vaults
1 Growth + 1 Starter · exactly covered
$20.83 per Tax Vault
| Option | Total |
|---|---|
| Single vaults60 × $29 | $1,740 |
| Starter packs6 Starter · exactly covered | $1,500 |
| Growth packsBest1 Growth + 1 Starter · exactly covered | $1,250 |
One vault covers one client for a full tax year. Unused vaults carry over to the next season.
Become a partner
Be one of the first accounting & tax partners.
We're onboarding partners in small groups, not hundreds at a time, so every firm gets a proper start: personal onboarding, a direct line to the team, and a real say in how the workflow takes shape.
- ✓ Personal onboarding
- ✓ Direct feedback channel
- ✓ Influence over the workflow
No credit card to apply.