Every entity. Every deadline. Total control.
Replace scattered spreadsheets and missed deadlines with one platform that automates compliance, tracks every entity, and connects your team, clients, and consultants in a single workflow.
Built for accounting, corporate services & consulting firms.
How it works
Up and running fast
Three steps from signup to automated compliance across every entity you manage.
Set up your entities
Create your business entities and departments, invite your team, and configure compliance categories. Import existing tasks via CSV or start fresh with recurring patterns.
Onboard your team & consultants
Bring in employees, managers, and external consultant firms. Each gets role-based access to the entities they manage — consultants join free at no extra cost.
The system runs the rhythm
Recurring compliance tasks auto-generate on schedule. Your team does the work, the platform does the chasing — with 13 trigger types, 13 action types, 5-level SLA escalation, and live dashboards. Connect 20 integrations to your favorite tools.
No credit card required
Compliance deadlines that manage themselves
Set up recurring tasks once and let the platform handle the rest. Automatic SLA monitoring, 5-level breach escalation, and approval workflows mean every deadline is tracked — and every team member knows exactly what to do next.
- Recurring tasks auto-generate with SLA deadlines
- Multi-step approval workflows
- 5-level breach escalation with instant notifications
- Kanban, list, calendar, and Gantt views
See every entity from a single dashboard
Stop switching between spreadsheets, emails, and tools. Get a real-time view of compliance scores, SLA health, and document status across every company you manage — so nothing slips through the cracks.
- Multiple entities with departments under one account
- Per-entity compliance scoring with instant health checks
- Consolidated overview across your entire business group
- Department-level task and document ownership
Give clients a portal they'll actually use
Your logo, your colors, zero friction. Clients and consultants get a branded portal with passwordless access via email magic links — where they can upload documents, track request progress, and see SLA status without ever calling you for an update.
- Your logo and branding throughout the experience
- Passwordless access via email magic links — no account creation needed
- Real-time SLA tracking (On Track, Caution, At Risk, Breached)
- Progress dashboard so clients always know what's pending
Track project costs without leaving the platform
Create invoices, log expenses, and monitor budgets per compliance project — all inside the same workflow where you manage compliance. No more exporting to separate tools or guessing where money goes.
- Invoices with line items, tax, and payment tracking
- Expense logging with categories and approval workflows
- Budget allocation with utilization alerts per project
- Billable vs non-billable tracking and cost analytics
30 people. 5 departments. One command center.
Whether you're a 30-person firm with 5 departments or scaling to hundreds, Vulu Vault gives every team member clarity on what's due, who owns it, and what's next — while giving you, the owner, a single dashboard to see it all.
- Department-level compliance scores visible at a glance
- Cross-department requests with SLA tracking — no more email ping-pong
- Interactive Org Chart so everyone knows who does what
- Onboarding & offboarding checklists that run themselves
- Your accountant and lawyer collaborate free — no per-seat charges
Features
Everything you need to run your entities
From recurring compliance to client portals, invoicing to e-signatures — one platform replaces the 6+ tools you're juggling today.
Recurring Compliance Engine
Recurring tasks auto-generate on schedule with 13 trigger types, 13 action types, 5-level SLA escalation, and approval workflows. The platform runs the rhythm, your team does the work.
Team & Access Control
Custom roles, granular permissions, SSO, and versioned SOPs. Control exactly who sees what across every entity, so your team always follows the latest procedure.
Client Portals & Documents
Branded portals with passwordless magic links where clients upload documents, track requests, and see SLA status. Request workflows with deadlines and approval chains collect everything faster.
Consultants Collaborate Free
Accountants, lawyers, and advisors get role-based access to your account at no extra cost. They work inside the same workflow — no separate seats, and they never count toward your seat billing.
Documents & Audit Trail
256-bit encryption, version control, legal holds, and retention policies. Every file is organized, secure, and ready for any compliance audit — from creation to disposal.
Billing Inside the Workflow
Bill clients and track consultant costs inside the same flow as the work. Invoices with line items and tax, expense logging, timesheets, and budget tracking per compliance project.
One Platform, Every Stakeholder
Your compliance workflow, connected
You control everything from the center. Your team, clients, and consultants each get the access they need — and nothing more.
Your Team
Full internal access, scoped by roleManagers get delegated authority over assigned entities — approve tasks, reassign work, invite employees. Team members manage documents, update compliance tasks, and submit requests within their scope.
Your Clients
Branded portal, zero frictionYour logo, your colors. Clients open a passwordless portal via a single email magic link — no sign-ups, no forgotten passwords. They upload documents, respond to requests, and track SLA status in real time.
Your Consultants
Role-based access, always freeAccountants, lawyers, and advisors collaborate inside the same workflow with role-based access — no separate seats, and they never count toward seat billing. They accept tasks, delegate to their own team, and see client dashboards.
Role-based access control ensures each stakeholder sees exactly what they need. Consultants collaborate free — they never count toward seat billing.
Why Vulu Vault
Replace 6 tools with one platform
Compliance tracking, document management, client portals, invoicing, e-signatures, and team collaboration — finally in one place.
Deadlines that escalate themselves
48-hour caution alerts, 5-level breach escalation, and automatic notifications to the right people. Your compliance deadlines run on autopilot — not on someone's to-do list.
Zero-friction client access
One magic link. No passwords, no sign-ups, no 'I forgot my credentials' calls. Clients and consultants open their branded portal in seconds — on any device.
One dashboard, every entity
See compliance scores, SLA health, and document status across all your companies in a single view. No more spreadsheet chaos or switching between six different tools.
Pricing
Pricing that scales with your entities
Start free with one entity. Add Business or Premium entities as you grow — seats pool across your workspace, storage stays with each entity, and paid plans include a 14-day free trial.
Free
For solo operators getting started
1 entity · 2 team members
- 1 business entity
- 2 team members included
- 500 MB storage
- No credit card required
- Task management with Kanban board
- Document vault
- Basic request workflows
- Client portal (passwordless)
- SLA deadline tracking
- CSV import/export
- Email notifications
- Knowledge base
Business
For growing teams running multiple entities
$39 each additional entity/mo
- 5 seats included per entity — pooled
- 50 GB storage per entity
- 25 e-sign documents per entity/mo
- Extra seats $12/seat/mo ($120/yr)
- Everything in Free, plus:
- Additional entities at $39/mo each
- SLA breach escalation (5-level)
- E-signatures with templates
- Timesheets & time tracking
- Invoices & expense management
- Client CRM — contacts, deals & pipelines
- API keys & webhooks
- Audit log (90-day retention)
- MFA (two-factor authentication)
- Consultants collaborate free (no paid seats)
Premium
For multi-entity businesses scaling operations
$89 each additional entity/mo
- 7 seats included per entity — pooled
- 250 GB storage per entity
- 100 e-sign documents per entity/mo
- Extra seats $17/seat/mo ($170/yr)
- Everything in Business, plus:
- Additional entities at $89/mo each
- All integrations (Slack, QuickBooks, Salesforce, Zapier & more)
- Workflow automation builder
- Advanced reporting & analytics
- Custom branding (your logo & colors)
- SSO (SAML single sign-on)
- Vault administration (legal holds, archive)
- Bulk e-signature sending
- Compliance projects & budget tracking
- Audit log (1-year retention)
- Priority support
Enterprise
Coming soonFor large organizations with complex requirements
Sales-assisted · coming soon
- Custom entity & seat volumes
- Custom storage & e-sign limits
- Sales-assisted onboarding
- Custom contract terms
- Planned for Enterprise:
- White-label portal (custom domain)
- Advanced RBAC & custom roles
- SCIM provisioning
- Custom retention policies
- Dedicated account manager
- Custom integrations & API limits
- Training & onboarding
- SLA guarantee
- HIPAA safeguards on request (encryption, audit logs, access controls)
- Data residency options
Entities are the unit
Free includes one entity. On paid plans every entity is billed — Business is $59 for the first entity and $39 for each additional, Premium is $99 and $89. You can mix Business and Premium entities in one workspace; there is no free entity inside a paid workspace.
Seats are pooled
Business includes 5 seats per entity and Premium includes 7. Those seats pool across the workspace, and each person is counted once at their highest entity tier. Additional seats are billed at that tier — $12/mo on Business and $17/mo on Premium.
Storage stays with the entity
Business entities include 50 GB and Premium entities include 250 GB. Add storage packs to a single entity when you need more — storage never pools across entities.
Storage add-ons
Business and Premium entities only. Each pack attaches to one entity and does not pool across entities.
Annual = 10× monthly · 2 months free
10 GB
$2/mo
$20/year
50 GB
$5/mo
$50/year
250 GB
$20/mo
$200/year
1 TB
$70/mo
$700/year
All prices in USD, excluding applicable taxes. Paid plans include a 14-day free trial — no credit card required. Annual plans are billed up front at 10× the monthly price. Existing subscriptions keep their current pricing for 12 months. Need a custom solution?
Integrations
Works with the tools you already use
Communication, storage, automation, accounting, CRM, and developer tools — all connected and working together, not in silos.
Slack
Get task alerts and updates in your channels
Microsoft Teams
Rich notifications delivered to any channel
WhatsApp Business
Send notifications via WhatsApp Cloud API.
Google Drive
Pull files directly from your Drive
Dropbox
Sync files from your Dropbox folders
OneDrive
Access files from OneDrive and SharePoint
Zapier
Automate workflows across 5,000+ apps
Make.com
Build complex multi-step automations
Pabbly Connect
Connect with 1,000+ apps affordably
n8n
Run automations on your own infrastructure
QuickBooks
Sync invoices, expenses, and client data with QuickBooks Online.
Xero
Bi-directional sync with Xero accounting platform.
Zoho Books
Sync your Zoho Books transactions
HubSpot
Keep contacts and deals aligned
Salesforce
Two-way sync for contacts, deals, and activities
Pipedrive
Keep deal pipelines in sync
Google Calendar
Auto-sync deadlines to your calendar
Notion
Connect tasks to your Notion workspace
REST API & Webhooks
Build anything with our REST API and webhooks
API Playground
Explore and test API calls in your browser
Don't see your tool? Request an integration and we'll add it to our roadmap.
FAQ
Got questions? We’ve got answers
Everything you need to know about running your entities on Vulu Vault.
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