Visibility
Centralize records and policies so teams can review document status, ownership, and history from one workspace.
Read more about SafeVault securityLive freely.
We'll handle the paperwork.
Document intelligence that keeps your records secure, organized and current.
Protected with encryption, MFA, secure sharing, and intelligent document controls.
Why choose SafeVault
AI
Classify, extract, and route document data so teams spend less time sorting files by hand.
Less manual work
Reduce repeat document collection, status checks, and manual handoffs across recurring workflows.
Legacy workflows waste time, increase risk and erode trust.
About SafeVault
SafeVault helps protect sensitive personal, financial, and family documents with encrypted document handling, secure access controls, and intelligent organization.
Encrypted in Transit and at Rest | Multi-Factor Authentication | Permissioned Sharing | AI Document Intelligence
What is SafeVault?
SafeVault is the foundation of secure digital confidence, where sensitive documents, contracts, and credentials live intelligently.
We help businesses and individuals centralize, protect, and automate their most important information with AI-driven document intelligence.
Whether you manage business records or personal legal documents, SafeVault keeps them in one encrypted place and sends alerts ahead of expiry and renewal dates.
Our story
SafeVault was created to solve one of life's biggest inefficiencies: managing the documents that keep our world moving. From licenses to legal forms, certificates to credentials, all the forms you wish you did not have to fill out time and time again.
Built on AmitaSoft's platform, SafeVault collects, classifies and protects vital records, and flags renewals before they are due.
Our opportunity
As organisations digitise, static files are becoming intelligent assets, reducing risk, saving time, and restoring trust.
You manage your life. We manage your documents intelligently, securely, and effortlessly.
Our Products
Vaults
Encrypted document storage with permissioned access and an in-product activity log. TLS in transit, AES-256 at rest.
DocIQ
Classification and field extraction. DocIQ identifies what a document is, pulls out the fields that matter, and flags expiry and renewal dates.
Flows
Rules that act on documents. Automated renewals, routing to approvers, alerts before expiry, and an audit-ready record of every decision.
How It works
Upload
Upload financial, personal and government documents to one secure place.
AI
DocIQ classifies each document and extracts key fields.
Automate
Set policies for renewals, expirations, and reminders
Act
Share with named people, withdraw access when you need to, and see what was done in the activity log.
Ready when life happens
“The most important documents in life are often needed at the worst possible moments.”
SafeVault helps families securely organize, retrieve, share, and manage critical documents across life events, financial workflows, and trusted relationships.
Built around life’s critical moments
Most people do not think about document organization until something urgent happens.
A medical emergency. A mortgage application. A tax filing deadline. A lost passport. A family transition.
SafeVault was built to help individuals and families securely manage the documents and information that matter most, before those moments happen.
The platform combines intelligent organization, secure sharing, workflow guidance, and long-term continuity into one trusted system designed for real-world use.
For Tax Professionals & Service Providers
Join SafeVault to securely manage client engagements.
The team
Who we are
SafeVault is built by AmitaSoft's engineering, security and AI team, with experience across finance and technology.
We are passionate about making digital security accessible, transparent, and human-centered.
What we do
Our team combines security engineering, enterprise architecture and product experience.
Core expertise
AI-powered document management
Classifies documents and extracts key fields automatically
Security
Encrypted in transit and at rest, identity control, and multi-factor authentication
Workflow automation
Rules for routing, approvals and alerts ahead of renewal and expiry dates
General Platform
READ MORE SafeVault questions and answersWhat is SafeVault?
SafeVault is a secure document vault for individuals and organizations. DocIQ classifies each document and extracts key fields, and Flows sends alerts ahead of expiry and renewal dates, so renewals are not left to memory.
Who is SafeVault for?
SafeVault serves individuals and organizations that handle important records, including financial services firms, legal professionals, accounting firms and businesses that manage licenses, certificates and contracts.
How is SafeVault different from cloud storage?
Unlike a plain file store, SafeVault reads what it holds. DocIQ classifies each document and extracts key fields, and Flows uses those fields to send alerts ahead of expiry and renewal dates.
Blogs
Best Client Portal Software: How to Choose One That Fits Your Firm
What separates good client portal software from a shared folder: the features that matter, the questions to ask vendors, and options for sma...
Secure File Sharing for Law Firms: What "Reasonable Efforts" Looks Like in Practice
How law firms can share client files securely: what the ABA confidentiality rules expect, where email falls short, and what to look for in a...
Client Portals for Accountants: How to Choose a Secure One Before Tax Season
What a secure client portal for accountants should do: tracked document requests, encryption, named access, and how it supports your FTC Saf...
Live freely. We'll handle the paperwork.
Document intelligence that keeps your records secure, organized and current.