Store the usernames, passwords and PINs you manage for government and tax portals in a role-controlled vault where every reveal is recorded, and keep client documents with them on the same profile.
The challenges
- Portal logins kept in notebooks, chats and spreadsheets.
- No record of who looked at a client’s credentials.
- Documents emailed around instead of stored with the client.
- Staff leaving with logins in their phones.
Example workflow
- Add a client’s portal credentials to their vault entry.
- Staff with permission reveal them when needed.
- Every reveal is written to the log.
- Upload client documents to the same profile for safe keeping.
How Taxwise helps
Role-controlled access
Only people with permission can open the vault.
Access log
Each reveal is recorded with who and when.
Open from the client profile
Find a client’s logins on their own profile.
Documents on the profile
Keep files with the client they belong to.
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