Financial Services
Client Credential Management for Accounting Firms
Accounting firms manage hundreds of client portals, tax systems, and banking credentials. DigiXVault provides the exact segregation and auditing required to protect sensitive financial access.
Built for CPA Workflows
Strict Client Segregation
Create dedicated workspaces for each client. Ensure that specific accounting teams only have access to the clients they manage, preventing cross-client data exposure.
Tax Portal & State Logins
Securely share state tax portals, IRS e-services, and client Quickbooks logins across your team without writing passwords on sticky notes.
Compliance Ready
Generate comprehensive audit logs to prove exactly who accessed a client's banking portal and when, satisfying stringent financial compliance requirements.