Secure Document Vault, free for tax clients through May 30, 2027
Every client document, locked in one place.
Send one text. Your client verifies with a code and a PIN, sees exactly what you need, and uploads it straight from their phone. You watch the checklist fill in.
Already a customer? It arrives in your account under Engage > Documents on November 2.
- W-2 from your employerUploaded
- 1099-INT bank interestAlready provided
- 6 more resolved
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1098 mortgage interestNeeded
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Donation receiptsNeeded · 1 comment “Do you need Goodwill receipts too?” Kim: Yes, add them here.
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Did you sell a home in 2026?Question
- Code sent to phone
- PIN entered
- Vault open
Right now, one client’s tax documents arrive from everywhere.
With the vault
- One request lists every document and question.
- One place holds what the client sends, and what you send back.
- One view shows exactly what’s still missing, item by item.
Four turns of the dial
From the first text to the finished return, each step happens in the same vault.
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1
You send a request
Choose a request template and a client. They get a text with a secure Magic Link.
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2
Your client verifies
A 6-digit code goes to their phone, then they enter a 4-digit PIN. No password to create.
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3
They work the checklist
Each item gets an answer: upload it, already provided, not applicable, or a comment for you.
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4
You send the return back
When they tap I’m Done, you prepare the return and drop the PDF in their vault to download.
Everything it does, in one wall of drawers
Pull a drawer to see what’s inside. The left side is for your office, the right side is what your clients get.
See every request at a glance
Documents lives under Engage in your account. Each client shows their progress, like 7 of 11 documents provided, and the last message between you. Resend a request with one click, or mark it done.
Build the list once, reuse it every season
Create templates for each kind of client, from a basic 1040 to a business owner with more paperwork. Add documents and questions, like “Did you sell a home?”
A conversation on every document
Each item in the request has its own comment thread, so questions stay attached to the document they’re about. You and your client can both comment, and you can also send your reply as a text message.
Documents in, finished return out
From Customer holds everything your client uploaded. From Tax Pro is where you drop the completed return, with or without a title, for them to download.
A link instead of a login
Clients tap the Magic Link in your text, enter the code sent to their phone, then their PIN. You can set the PIN yourself, or they create one the first time. Expired links can be re-requested.
No guessing what you meant
Every item has the same three answers: upload it, already provided, or not applicable. Clients can add a note too, like “Not ready with this one yet.”
Room for what you didn’t ask for
A catch-all Other Documents section lets clients add anything outside your list, without waiting to be asked.
Know the moment anything changes
Get notified instantly when a client uploads a document or leaves a comment. Nothing sits unseen in the vault while you wait.
Two checks before the door opens
Tax documents are the most sensitive files your clients own. Every visit is verified twice, and nobody has to remember a password.
- A one-time code to their phoneA 6-digit passcode confirms it’s really your client before anything loads.
- A 4-digit PIN on topYou can set it for them, or they create their own the first time they open the vault.
- Links that expireA Magic Link doesn’t stay open forever. Clients can request a fresh one in a tap.
- No passwords to reuseNo usernames or passwords to forget, share, or recycle from another site.
- A path back to youIf the code doesn’t arrive, maybe because their number changed, the vault tells them to call your office.
On-hold reminders that open straight to what’s missing
Today’s on-hold reminder only tells clients to bring their documents. Soon it will carry the Magic Link. Clients tap it, see exactly which items are still missing, and upload them right there.
Free for the whole tax season.
Secure Document Vault is available to all current Textellent tax clients at no additional charge until May 30, 2027. After that, it’s part of the Premium version of the Tax Pro package.
- Plan
- Your current tax plan
- Vault fee until May 30, 2027
- $0.00
- From May 31, 2027
- Premium Tax Pro
- Added to your bill this season
- $0.00
Questions tax pros ask
Does it cost extra?
Not this tax season. It’s free for current Textellent tax clients until May 30, 2027. After that, it’s included in the Premium version of the Tax Pro package.
When can I start using it?
November 2, 2026. It will appear in your account under Engage > Documents.
Do my clients have to download an app?
No. Clients open the vault from the link in your text, right in their phone’s browser. There’s nothing to download or install before they can upload.
Do my clients need an account?
No. They tap the Magic Link in your text, enter a 6-digit code sent to their phone, then their 4-digit PIN.
Who sets the client’s PIN?
You can. If you don’t, your client creates their own the first time they open the vault.
Can clients upload from their phone?
Yes. The vault is built for phones, so clients can upload files or photos of their documents right from the link.
What if a client has something I didn’t ask for?
They add it under Other Documents, a catch-all for anything outside your request.
Can I reuse document lists?
Yes. Request templates hold documents and questions, and you can reuse them for any client, every season.
How does the finished return get back to the client?
Drop the PDF into the From Tax Pro folder on their request. They download it from their vault.
What if a link expires or the code doesn’t arrive?
Clients can request a new link themselves. If the code doesn’t arrive, the vault points them to your office.
Close the vault on chasing paperwork.
See it set up with your own request templates. It’s already part of your plan.