Actually Searchable
Full-text search across everything. Find policies by coverage type, contracts by party name, returns by year.
Vault
Your paperwork isn't the value. The facts inside it are. Vault reads what you upload, turns it into the proof behind every number X1 shows you, and flags what's missing or stale before someone needs it.
Document to fact
Every upload, extracted
Provenance
Behind every number
Packet ready
For your CPA or advisor
Upload a tax return, a trust amendment, an insurance policy. Vault reads it, extracts the facts that matter, flags what's missing, and ties every number it surfaces back to the document it came from.
Step 01
PDFs, scans, photos of paperwork. The K-1 your CPA sent. The trust amendment from the attorney. The policy renewal that arrived last week.
Step 02
Vault identifies the document type, pulls the facts that matter, and surfaces what's missing. You see a confidence score so the trust mechanic stays visible.
Step 03
When Pulse cites a number or Ask X1 answers from your real data, the source is right there. The same document, the same date, the same as-of.
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.
Decision support
A clean document system is the fastest way to make every other planning tool work.
Related resources
Vault is the source rail. Pulse reads from it. Ask X1 cites from it. Your pros work from packets it assembles.
Feature
The weekly read, with the documents behind every number.
Feature
Grounded answers that cite the facts Vault extracted.
Feature
Trust and policy documents reviewed against today's structure.
Advisor
An advisor packet, prepped for the CPA, attorney, or advisor.
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 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
Vault is included with every X1 plan. Upload a few documents and watch them become the proof behind every number, the gaps before they cost you, and the packet your pros need.
No credit card required to start
Clarity for the household. Confidence for the next move.