Find the policy, trust, or tax document you need without hunting through inboxes. X1 helps identify important details, keeps the original available to check, and lets you choose what to share.
Create an account to see your document access and upload limits. Tax and estate document reviews require membership.
Household documents
Fictional example · 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.
Review the details X1 finds
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
Open the original document to check a number, name, or date before relying on it.
Keep important dates from becoming emergencies.
Find renewal and expiration dates in your paperwork, verify them against the original, and review reminders in X1. Check notification settings before relying on a reminder.
1.
Dates Extracted
Scans for expirations, renewal windows, deadlines. Turns buried dates into actual reminders.
2.
Choose who can see it
Choose who can see each reminder. Giving someone access is separate from confirming that they have received a notification.
3.
Notifications That Matter
Review upcoming dates in your account and check that the reminders you need are enabled.
Smart Reminders
Illustration as of Sep 18, 2026. Verify extracted dates.
AutoPolicy_example.pdf
Ready
Passport expires
Dec 22, 2026•95 days
You
Auto insurance renewal
Nov 9, 2026•52 days
YouAdvisor
Property tax deadline
Oct 18, 2026•30 days
YouAdvisorCoach
3 reminders created with notifications enabled
Illustrative example. Fictional household.
Share documents and choose who can open them.
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. Review details that still need checking. 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
Use your stored documents to ask questions, review your plans, and share selected material with a professional.
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. Storing a file does not confirm its accuracy or legal effect. Separate tax and estate review tools have their own scope. 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.
Start with the paperwork you keep putting off.
Start with a document you need to understand or find again. Review your account’s document access and limits before uploading; tax and estate reviews require membership.
