A document vault you and your accountant share
One place for the paperwork, shared with the person who needs it.
No more digging through email for last year’s bank statement. Receipts, statements, tax forms and signed copies land in folders you and your accountant both see, so the paperwork is where you left it when someone asks.
14-day free trial · No credit card required
Included in: Every plan
What it does
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
How document vault works
- 1
Upload
Drag files in, or send them from your phone.
- 2
Organise
Folders by year, by type, or however your accountant asks for them.
- 3
Share
Give your professional access, or send a single document to someone outside.
The details
Document vault, in detail
Folders that make themselves
There is no empty skeleton to fill in. Folders appear when they’re needed: Receipts, Bank Statements, one Tax Documents folder per year, Secure Uploads and Signed Documents. Add your own on top, nest them as deep as you like, and drag files between them.
Share one file by secure link
Send a lender or landlord a link instead of an attachment. You pick how long it lasts, from 24 hours to 30 days, and can revoke it early. The recipient doesn’t need an account, and you can see how many times it was viewed.
Your accountant’s side, kept apart
Files your accountant puts in your workspace show up for you without a share step. Folders the firm keeps for its own internal work stay firm-only until they mark them visible to you. Then they appear under From your pro.
The files you actually get
PDFs, Word and Excel files, CSVs, phone photos including HEIC, emails, and OFX or QBO bank exports all upload. A single file can be up to 100 MB on every plan. Select up to 100 files to download as one ZIP.
Trust
Your books, on your terms
Read-only bank connection
You sign in on your bank’s own screen. DynaTax AI can see balances and transactions. It can’t move money.
You stay in control
Nothing posts without your approval, except merchants you’ve already confirmed above the auto-post threshold.
Your data isn’t training data
Your data isn’t used to train AI unless you turn on Allow AI Training. It’s off by default.
A professional when you want one
Invite your own CPA into your books, or find one in the marketplace. Dyna’s answers are general information, not professional advice.
Plans
Where document vault is included
Every plan. Every plan starts with a 14-day free trial, no credit card required. Pay yearly and get 12 months for the price of 10.
Bring your books with you: import transactions, your chart of accounts, opening balances, customers, vendors, invoices and bills from CSV, Excel or a QBO/OFX bank download. Switching from QuickBooks
- Starter$29 / month · 1 user
- GrowthRecommended$49 / month · 3 users
- Pro$99 / month · 10 users
Related features
Works well with
FAQ
Document vault questions
Run your business. Live your life.
Try document vault with your own books for 14 days. Less time on the books, more time for everything else.
No credit card required