Secure Document Portal · Made in India

Your clients' documents.
Organised. Secure.
Professional.

Stop sharing sensitive documents over email and WhatsApp. Docivault gives every client a private, shared and portal-ready workspace — built for Indian professionals at a price that makes sense.

Start free — no card needed → See all features

CAs, lawyers, consultants & financial advisors.
Replace document chaos with one organised workspace.

Built for CA & CS Firms Lawyers & Advocates Financial Advisors Consultants Architects & Designers Any professional who shares docs with clients
Sound familiar?

Most professionals run their
document workflow on apps
never built for it

Email, WhatsApp, shared Drives — they were not designed for secure professional document exchange. And it's costing you time, compliance risk, and credibility with your clients.

"I'll send it on WhatsApp — quicker that way."

Your client's financial documents sit two scrolls above a cricket meme. No access control. Personal and professional life mixed. Try finding that Form 16 in 18 months when it's needed.

"It's in the shared Drive — the folder's in there somewhere."

Which version? Did they accept the invite? Three clients share one Drive, permissions are a mess, and you've spent 20 minutes finding a document that took 2 minutes to create.

59%

of professionals report document management errors every month. The fix isn't working harder — it's giving every client their own organised, secure workspace.

The Three-Space Model

One client. Three spaces.
Zero confusion.

Every client in Docivault gets three completely independent document spaces — reflecting exactly how professionals actually think about their work.

Private

You & your team only

Internal workspace. Drafts, notes, preliminary work — nothing leaves until you're ready. No client can ever accidentally see this.

  • Draft calculations & notes
  • Internal advisory memos
  • Work-in-progress documents

Shared

All assigned team members

Your team's collaboration space. Documents your colleagues review and prepare together before anything reaches the client.

  • Team review documents
  • Internal sign-offs
  • Collaborative working files

Client

Client + your team

Your client's portal. Final deliverables, signed agreements, and anything your client uploads — all in one clean, professional space.

  • Final reports & filings
  • Client-uploaded documents
  • Signed engagement letters
Move any document between spaces as it progresses. Is this ready for the client to see? One click, and it is.
Start free →
Everything you need

Built for how professionals
actually work

Every feature designed around real workflows. No bloat, no 6-month onboarding, no enterprise pricing. See all features →

Document Requests & Checklists

Send clients a list of exactly what you need. They upload directly. You track status in real time.

In-Browser Document Preview

View any PDF or image directly in the platform. No downloads, no switching apps.

Full Audit Log

Every upload, download, view and comment logged with timestamp and user. CSV export for compliance.

Comments & Reactions

Threaded comments on every document. Upload notes become the first comment automatically.

Branded Client Portal

Your clients see a clean, professional portal with your firm's branding. Mobile-ready.

Role-Based Access

Admins see everything. Members see their clients. Clients see only their portal. Works like your firm.

Security & Compliance

Built for professionals who
handle sensitive data

Your clients trust you with their most private documents. Docivault makes sure that trust is technically enforced — not just promised.

No document ever touches your inbox. No client data ever lives in a WhatsApp group.
HTTPS / TLS 1.3
AES-256
DPDP Act Ready
Audit Log
SOC 2 Roadmap

End-to-End Encryption

All files over HTTPS/TLS 1.3. Stored with AES-256 encryption at rest.

Complete Audit Log

Every view, download, upload, and move logged. Export to CSV for compliance.

Two-Factor Auth

TOTP-based 2FA and magic link login. Passkey login on the roadmap.

SOC 2 Roadmap

SOC 2 Type I on the v1.2 roadmap. Built security-first from day one.

Simple pricing · All in INR

Enterprise security.
Indian pricing.

No per-seat surprises. No feature paywalls. Start free, grow when you're ready. Full pricing details →

Monthly
Annual Save 20%
Free
₹0/mo
 

For solo professionals just getting started. Forever free.

  • ✓1 user · 5 clients · 2 GB
  • ✓Three-space model
  • ✓Client portal
  • ✓Audit log
Get started free
Starter
₹499/mo
 

For growing practices with a small team.

  • ✓3 users · 25 clients · 25 GB
  • ✓Document requests
  • ✓Email notifications
  • ✓Priority support
Start Starter
Most Popular
Pro
₹1,299/mo
 

For established firms managing many clients.

  • ✓10 users · Unlimited clients · 100 GB
  • ✓Document versioning
  • ✓2FA + magic links
  • ✓White-label ready
Start Pro
White-Label
₹4,999/mo
 

For franchises, fintechs & resellers.

  • ✓Unlimited users & clients · 500 GB
  • ✓Custom domain
  • ✓Full brand removal
  • ✓Dedicated support
Contact us
vs. alternatives
TaxDome — ₹58,000/user/year
SmartVault — ₹40,000/user/year
SmartVault India — ₹20,000+/year
→
Docivault Pro — ₹1,299/month total
Founding member offer — 50% off for life

Give your clients the portal
they deserve

Start free today. No credit card. No setup fee. Your first 5 clients are free forever — upgrade only when you're ready.

Sign up free — takes 2 minutes → Log in to existing account

No credit card · Cancel anytime · Made in India 🇮🇳