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DynaTax AI

Document vault

One place for the paperwork, shared with the person who needs it.

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Included in: Every plan

Every statement, receipt and return in one place, in folders you and your accountant both see.

Folders both sides see

You and your accountant look at the same structure, so nothing is 'in the email somewhere'.

Every file type you actually get

PDFs, photos of paperwork, spreadsheets and Word documents.

Storage that is not stingy

Plans start at 50 GB. There is no cap on how many documents you upload.

How it works

  1. 1

    Upload

    Drag files in, or send them from your phone.

  2. 2

    Organise

    Folders by year, by type, or however your accountant asks for them.

  3. 3

    Share

    Give your professional access, or send a single document to someone outside.

Document vault questions

No. Document count is not capped on any plan — storage is the only ceiling.
The upload still succeeds and the file is stored. It simply is not read until the allowance resets.
Step-by-step guide to document vault

Works with

E-signature

Send a document for signature and track it to signed — engagement letters, returns, anything.

Branded upload links

A branded page where a client — or someone who has no account yet — can send you files securely.

Document requests

Send a structured checklist and watch the client tick it off in real time.

Try document vault free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.