Built for regulated industries. Trusted by careful operators.

Compliance Vault™ gives healthcare, financial, and legal businesses a secure portal for intake, document sharing, and e-signatures — without forcing your clients into clunky enterprise software they’ll abandon.

Setup One Time Fee

from $997

Monthly

$497/mo

HIPAA-ready. BAA included on Pro and Enterprise tiers.

What's inside the vault.

Encrypted intake forms

TLS in transit, AES-256 at rest

HIPAA-ready document portal

client uploads, secure share links, access expiration

E-signature workflows

legally binding signatures with full audit trails

Audit logs

complete activity history for every document and user action

BAA included

Business Associate Agreement signed on activation (Pro and Enterprise tiers)

Role-based access

patient, staff, provider, admin permissions

Custom-branded portal

Your logo, your subdomain, your colors

Tiers

Choose the package that aligns with your goals and start building a funnel that converts.

Vault

Setup Fee (one-time)

$997

Monthly

$497/mo

HIPAA-ready

– – –

BAA included

– – –

Storage

100 GB

Users

10

Custom workflows

– – –

SSO / SAML

– – –

Vault Pro (HIPAA)

Setup Fee (one-time)

$1,997

Monthly

$997/mo

Data sources

Available

Refresh rate

Available

Dashboards

500 GB

Attribution model

50

Data storage

Available

Office hours

– – –

Vault Enterprise

Setup Fee (one-time)

Custom

Monthly

Custom

Data sources

Available

Refresh rate

Available

Dashboards

Unlimited

Attribution model

Unlimited

Data storage

Available

Office hours

Available

It’s Built for

Healthcare
Behavioral Health
Med Spas
Telehealth
Financial Services
Law Firms
Insurance
Accounting
Wealth Management

Make Data Actionable

Get one real-time view your team actually uses.