Actually Searchable
Full-text search across everything. Find policies by coverage type, contracts by party name, returns by year.
The $847 Question
You paid an attorney $847/hour to draft your estate plan. It's somewhere in your email. Maybe a folder called 'Legal Stuff 2022.' Your CPA needs last year's K-1—you'll find it eventually. Busy people don't have filing systems. They have piles. The Vault fixes that.
15
Categories (and growing)
Instant
Classification
Zero
Filing required
No folders. No naming conventions. No 'I'll organize this later' that never happens. Drop a document in, it figures out what it is—tax return, insurance policy, trust amendment—then files it where it belongs. You'll never spend 20 minutes looking for a PDF again.
Step 01
PDFs, scans, photos of paperwork. Anything you'd normally stuff in a drawer or leave in your downloads folder.
Step 02
The system identifies document type, extracts dates that matter, and tags it for search. You see a confidence score—no black box.
Step 03
Search by anything: 'umbrella policy,' 'K-1 2023,' 'that thing my attorney sent.' Filter by category or expiration. Done.
Insurance renewals. Driver's license. That business license you forgot existed. The Vault reads expiration dates from your documents and creates reminders automatically. Choose who gets notified—just you, or loop in your advisor when it matters.
Step 01
Scans for expirations, renewal windows, deadlines. Turns buried dates into actual reminders.
Step 02
Personal stuff stays personal. Tax deadlines can ping your CPA. Insurance renewals can alert your advisor. You set the rules.
Step 03
Shows up in your dashboard. Sends alerts. No more 'I didn't know it expired' conversations.
Every time you email a tax return, it lives on some server forever. The Vault lets you share documents directly—with controls. View only? Download allowed? Can they comment? You decide. And you can revoke access anytime.
Step 01
Select one document or bundle twenty. Share with your CPA, your attorney, your spouse, or all three.
Step 02
View-only for sensitive stuff. Download for things they need to keep. Set expiration dates. Revoke anytime.
Step 03
See who opened what and when. Revoke access with one click. No more 'did they get it?' wondering.
Every hour you spend hunting for documents is an hour you're not billing, not spending with family, not doing literally anything else. The vault pays for itself the first time it saves you from a panicked search.
Full-text search across everything. Find policies by coverage type, contracts by party name, returns by year.
Generates relevant tags—up to 10 per document. Filter by tag to see related docs instantly.
Show expiring docs only. Filter by category. Set confidence thresholds. See exactly what matters now.
Package documents for your CPA, attorney, or advisor. One download instead of twenty attachments.
One-line summary of each document. Know what's in it without opening it.
See who accessed what and when. Every view, download, and share logged. Accountability built in.
Document Organization Tool
X1 Vault is a document organization and storage tool. We are not a custodian, trustee, or fiduciary. AI-generated classifications, tags, and extracted dates are suggestions to help you stay organized—always verify important information manually. We do not review, validate, or provide advice on stored documents. Users are responsible for maintaining backup copies and ensuring compliance with applicable regulations.
X1 Wealth, Inc. is a financial technology company, not a registered investment advisor, CPA firm, or law firm. Our tools provide educational information and should not be construed as personalized financial, tax, or legal advice.
Get Started
The Vault is included with every X1 Wealth plan. Your documents, organized automatically, accessible from anywhere.
No credit card required to start
Multiply your potential, exponentially.