Stop managing 200 passwords in WhatsApp and Excel. Give your whole team secure, one-click autofill for GST, Income Tax, TRACES and more.
No credit card required · 14-day free trial · Installs in 60 seconds
| Permission | Owner | Admin | Member |
|---|---|---|---|
| Autofill portal credentials | ✓ | ✓ | ✓ |
| View client list | ✓ | ✓ | ✓ |
| Add & edit clients | ✓ | ✓ | — |
| View credentials (encrypted) | ✓ | ✓ | — |
| Invite team members | ✓ | ✓ | — |
| View audit logs | ✓ | ✓ | — |
| Delete clients | ✓ | ✓ | — |
| Manage billing & plan | ✓ | — | — |
| Promote members to Admin | ✓ | — | — |
All plans include AES-256-GCM encryption and firm data isolation.
Join CA firms already using ClientVault. Takes 5 minutes to set up.