The only document collector that checks its own work
Stop finding out the file was wrong two weeks later
Other tools just collect whatever a customer uploads — you still have to check it yourself. Vaultform verifies every file actually matches what you asked for, automatically, before your team ever sees it. No account needed for your customers, either.
Pick a template, add your customer's email, hit send — most people have their first request out the door in under 2 minutes.
Why it's different
01
Actually verified
Other tools stop at "a file was uploaded." Vaultform checks it's the right file — automatically flagging a mismatch before your team wastes time on it.
02
No account for your customers
One secure link. No password, no app, no portal to figure out — this alone is why completion rates beat email or a shared drive.
03
Fits how you already work
Slack, Teams, Google Drive, OneDrive, Dropbox, Salesforce, HubSpot, and a signed webhook API — completed documents show up where your team already looks.
"Can't I just use Google Drive?"
Google Drive has never actually shipped a no-account upload feature — a shared folder still requires your customer to have a Google account, and lets them see every other customer's files too. Vaultform connects to the Drive you already have; completed documents land there automatically, plus everything Drive itself doesn't do. See the full comparison →
How it works
One flow, start to finish — no separate tools to stitch together.
What's actually built
Not a roadmap slide — see Trust Center for what's real versus what's still coming.
Collection & security
Virus scanning + content verification
Every file scanned for malware and checked to actually match what was asked for — catches the wrong document automatically, before your team wastes time on it.
No-login secure links
Customers upload without creating an account or password.
Two-factor authentication
Real TOTP-based 2FA, enforced server-side, on every plan.
PII masking + redacted audit log
Names and emails masked by default in your dashboard; every action logged and viewable.
See everything else that's built →
Speed for your team
9 industry templates
Mortgage, insurance, immigration, CPA, healthcare, property management, HR, solar, home services — send your first request in under 2 minutes.
Bulk creation from a CSV
One template, many customers, one click.
Due dates + escalating reminders
Set a deadline; customers get automatic reminders as it approaches, with a calendar file attached.
Item-level reject
Reject one document with a note — the customer re-uploads just that item, not the whole request.
Connects to your stack
Storage exports
Google Drive, OneDrive, and Dropbox — completed documents land where you already keep files, automatically.
Team notifications
Slack and Microsoft Teams get pinged the moment a request completes.
CRM logging
Salesforce and HubSpot get a record of every completed request, on matching contacts.
Public API + signed webhooks
Build on top of Vaultform directly, or connect Zapier/Make via a generic, HMAC-verified webhook.
Trust & control
Automatic data deletion
Files deleted 90 days after completion by default — not retained indefinitely.
PDF contract signing
Hash-verified signatures bound to the exact document, plus a generated certificate of completion.
Org-level IP allowlist
Restrict dashboard access to specific office or VPN IP ranges — opt-in, admin-controlled.
Comment threads
A lightweight back-and-forth on any item, between you and the customer.
Simple pricing, no free tier gimmicks
Starts at $49/mo. Every tier includes 2FA, virus scanning, and a full audit log.
Already have an account? Go to /dashboard to manage requests.