Your paperwork isn't the value. The facts inside it are. Vault reads what you upload, keeps extracted facts connected to their source, and flags what's missing or stale before someone needs it.
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Household documents
Avery household
Where does this policy belong?
Harbor Works LLC
Business in your household
Business insurance policy
New file to organize
Policy schedule
Coverage and dates to review
Keep the policy with the business it covers.
A file is easier to use when you can see what it relates to and return to the original for important details.
Review the policy details against the original file.
Choose whether to share it with your insurance professional. Uploading does not send it to anyone.
Illustrative example. Fictional household.
Keep the source behind each detail.
Upload a tax return, a trust amendment, an insurance policy. Vault reads it, extracts the facts that matter, flags what's missing, and keeps the source attached to the figures it surfaces.
1.
Drop what's on your desk
PDFs, scans, photos of paperwork. The K-1 your CPA sent. The trust amendment from the attorney. The policy renewal that arrived last week.
2.
Facts extracted, gaps flagged
Vault identifies the document type, pulls the facts that matter, and surfaces what's missing. Review important details against the original file.
3.
Extracted facts keep their source
On supported document-grounded workflows, cited figures keep the document, date, and as-of context needed to check the source.
Keep important dates from becoming emergencies.
Insurance renewals. Driver's license. That business license you forgot existed. Vault reads expiration dates from your documents and creates reminders automatically. Choose who gets notified: just you, or an advisor when it matters.
1.
Dates Extracted
Scans for expirations, renewal windows, deadlines. Turns buried dates into actual reminders.
2.
Route to the Right People
Personal stuff stays personal. Tax deadlines can ping your CPA. Insurance renewals can alert your advisor. You set the rules.
3.
Notifications That Matter
Shows up in your dashboard. Sends alerts. No more 'I didn't know it expired' conversations.
Smart Reminders
AI-extracted deadlines
AutoPolicy_2025.pdf
Ready
Passport expires
Mar 15, 2025•95 days
You
Auto insurance renewal
Feb 1, 2025•52 days
YouAdvisor
Property tax deadline
Jan 10, 2025•30 days
YouAdvisorCoach
3 reminders created with notifications enabled
Illustrative example. Fictional household.
Share a controlled packet, not an email attachment.
Email gives you little control over a sensitive document once it leaves your inbox. Vault lets you choose the recipient, the access they receive, and when that access ends.
1.
Pick & Send
Select one document or bundle twenty. Share with your CPA, your attorney, your spouse, or all three.
2.
Set the Terms
View-only for sensitive stuff. Download for things they need to keep. Set expiration dates. Revoke anytime.
3.
Track Key Activity
Review key document access and sharing events. Revoke an active sharing grant when access should end.
Secure Sharing
Granular permissions
Selected Documents
2024_Tax_Return.pdf
K1_Partnership.pdf
Business_Expenses.xlsx
Share with
Sarah Chen, CPA
Advisor
Access Level
View Only
Download
Shared successfully
3 documents with download access
You can track when they're accessed
Illustrative example. Fictional household.
Make the household record usable when it matters.
A document is only useful when the right person can find it, understand it, and trace the facts back to it. Vault keeps that path intact.
Actually Searchable
Full-text search across supported indexed content. Find policies by coverage type, contracts by party name, returns by year.
Auto-Tagged
Generates relevant tags, up to 10 per document. Filter by tag to see related docs instantly.
Smart Filters
Show expiring docs only. Filter by category. Set confidence thresholds. See exactly what matters now.
Bulk Export
Package documents for your CPA, attorney, or advisor. One download instead of twenty attachments.
Quick Summaries
One-line summary of each document. Know what's in it without opening it.
Activity Trail
Key document access and sharing events are recorded to support accountability, security review, and incident response.
Make documents usable in real decisions
A clean document system is the fastest way to make every other planning tool work.
What the Vault is
The Vault is a secure, searchable document system that classifies files, extracts key dates, and controls sharing. It is not a legal service.
Before your next conversation
Can you locate every key document in under two minutes?
Are expirations and renewals tracked anywhere?
Can you share a clean packet without email attachments?
Is access revocable and logged?
Are documents tied to the decisions they support?
Questions to bring to your professional
Which documents should we send before the next CPA meeting?
What is missing or out of date right now?
Who needs access, and for how long?
Where the facts go
Vault is a source rail for supported Weekly Brief and Ask X1 workflows. Your pros can work from the packets it assembles.
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 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.
Make documents the proof behind every decision.
Vault is included with every X1 plan. Upload a few documents and keep extracted facts connected to their source, flag gaps before they cost you, and assemble the packet your pros need.
