Your compliance record, locked and permanent.
Taxero's Document Vault keeps every return, confirmation, report, and upload — encrypted, organized, and instantly retrievable when a state comes knocking.
See the Vault →What lives in your vault
Every document Taxero generates or receives is automatically archived.
No manual uploads. No lost emails.
Every document Taxero generates or receives on your behalf is automatically archived. Just a permanent record, organized, searchable, and ready when you need it.
Security architecture
Enterprise-grade. Purpose-built for compliance records.
AES-256 encryption at rest
All documents encrypted with AES-256. In transit, everything travels over TLS 1.3. Your data is never readable in plain text, not even by us.
Row-level isolation
Row-level security means your data is completely isolated. No user can access another account's documents — even with the record ID.
Audit logging & access controls
Every access event is logged. Role-based access controls and audit trails mean you always know what happened to your data and when.
When a state audits you
With Taxero's vault, an audit goes from stressful to straightforward.
State sends audit notice
A state revenue department sends you an information request or formal audit notice.
You forward it to Taxero
One email. Upload the notice to your vault or send it to your account manager.
We pull every relevant document instantly
Every filing confirmation, nexus report, and source CSV for the audit period is retrieved from your vault in seconds.
We prepare your response package
A complete, audit-ready document package, organized by period, state, and document type.
You review and submit
Review the package, approve it, and we coordinate the submission to the state.
What's archived automatically
Every record. Every time. No exceptions.
Audit-ready from day one.
Every filing archived automatically. No manual exports, no folder juggling, no scrambling when you get a notice.
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