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Vaulto
Monthly document collection for accounting firms in Mexico, with clear checklists, private client links, and follow-up on what is still missing.
For
Accounting firms in Mexico managing recurring client documents
Current stage
Live, with self-service registration and a free trial.
Product
Visit product ↗Problem
Monthly documents arrive across chats and folders, leaving accounting teams to track missing files, corrections, and client reminders by hand.
Approach
Bring requests, document review, and follow-up into a single monthly workflow. Clients upload through a private link without creating an account, while the firm sees what is ready, incomplete, or overdue.
Key system components
- 01Reusable monthly request templates and checklists
- 02Private client links for mobile uploads
- 03Item-level review, correction notes, and version history
- 04Automated email reminders for outstanding items
- 05Monthly status dashboard and organized file exports
Built by null4.ai, Vaulto gives accounting firms a shared view of each client's monthly file. A reusable checklist makes the request explicit, and a private link lets clients submit documents from their phone and return later to finish.
Teams can approve individual items, request a corrected version, and follow progress across their client portfolio. Once the file is ready, they can export an organized ZIP with a CSV manifest and a PDF summary.
Related work
A system worth building?