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Vault

A vault for your files, with AI that reads them.

Every member gets the Xegality Vault: folders, search inside files, answers from your documents and a Secure Vault for sensitive papers. Client documents move into it, and back, in one click.

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Built forCAsCA firms
Watch on YouTubeVault: Store, Search & Review Documents with AI
Capabilities

What you can do with Vault.

Folders

Organise files in folders; client documents you save land in 'CA clients / <client>'.

Search inside files

Find a file by what is written in it, not only by its name.

Ask your documents

Ask a question and get an answer from the files you choose.

Table review

Run the same questions across a set of files and read the answers side by side.

Secure Vault

A password-protected space for sensitive papers, with the option to ask for the password every time.

Linked to clients

Save a client document to your vault, or attach a vault file to a client's documents.

Clients

Client documents and your vault, side by side.

A client's documents stay the practice's shared store; your vault is your own. From a client's Documents tab, add files from your vault or Google Drive, or save a document to your vault and it lands in that client's folder.

Mehta Textiles · Documents
  • Audit report FY 2025-26.pdfAudit · saved to your vaultIn Vault
  • Bank statement Oct 2026.pdfBank · uploaded by the clientNew
  • Board resolution.docxROC · added from Google DriveDrive
How it works

How Vault works.

  1. 1.

    Upload

    Add files to your vault, or save them from a client's documents.

  2. 2.

    Ask

    Search inside files, ask questions, or review a set of files in a table.

  3. 3.

    Link

    Attach a vault file to a client's documents when the practice needs it.

Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.

Vault, explained.

Still curious? Talk to our team.

Is it the same Vault lawyers use?
Yes. CAs get the full Xegality Vault, including AI search, table review and the Secure Vault.
Can my team see my vault?
No. Each member has their own vault. Files the whole practice shares live in the client's documents.
How much can I store?
Storage depends on your plan; the pricing page lists it.
Can I bring files in from Google Drive?
Yes. Connect Google Drive and pick files to import into your vault or a client's documents.

Works well with.

Vault shares its work with the rest of Xegality.

All CA features

Run your CA practice on Xegality.

Try every CA tool free for 7 days, no card needed, or book a demo and we will walk through it with work like yours.

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