In preparation for audits, tax return preparations, loan applications, estate and exit planning, the process of putting together the required provided by client (PBC) documents often turns out to be messy and time-consuming.
In addition to an extremely tedious document collection process, a significant amount of time is lost due to inefficient communication between professionals and their clients.
Our Request List Management solution helps you streamline and automate the management of this frequently arduous procedure.
In short, RLM helps you focus your talents as a professional where you deliver value, not on the document collection effort.Book A Live Demo
When Dropping Your Files In a Box Just Won't Cut It.
You need comprehensive file storage & management, you need Vault Rooms.
Quickly and easily create or upload your request list and assign tasks to your client.
Stop wasting time searching emails, computers, and servers for project-related documents.
Quit juggling a chaotic document
review and approval process.
Vault Rooms allowed us to quickly and securely deliver documents to our customers. the service is easy to get setup and didn't require us to purchase servers or any software. Tony Rosales - Director of IT Operations - Networx, Inc. / Nevada
"I've been doing this for 10 years and I'm so excited about Vault Rooms! It's going to be a game changer!" Patricia Dowdy - Charlotte's Premier Restaurant Brokerage Firm
Vault Rooms was very useful and user friendly. Their customer service representatives were incredibly helpful whenever we had any questions about the service. Anytime I called they were friendly and very helpful. Matt Godden - Managing Partner - Focused Technology