A vault is a shared folder between you and one client. Where a request is a checklist with a beginning and an end, a vault just sits there — a permanent place to exchange files that aren't tied to any particular request.
Use it for the things you send to a client: signed engagement letters, filed returns, statements, reference documents. Your client can upload into it too.
Enabling a vault
Vaults are off by default. Enable one from the client's page, or from Vaults → Open vault and choose a client.
Once enabled, a Vault tab appears in that client's portal.
Uploading and organising
Select Upload files to add files. Individual files are capped at 25 MB, and everything in your vaults counts toward your plan's storage allowance.
Categories keep a vault navigable once it holds more than a handful of files. Create them with Add category, then select a category before uploading and new files land in it directly. Anything uploaded without one shows as Uncategorized, and you can recategorise a file at any time.
Select the category before you upload. It's much quicker than filing files afterwards, and Doxxiom reminds you which category incoming files will land in.
Who uploaded what
Vault files are tagged by origin and split across tabs:
- All — everything.
- Professional — files you and your team uploaded.
- Client — files your client uploaded.
Your client sees the same split from their side, labelled from their point of view.
Downloading
Download individual files, or use Download all to get the whole vault as a single ZIP with filenames deduplicated automatically.
Disabling versus deleting
These are very different, and the distinction matters:
Disable vault hides the vault from both you and your client. Files and categories are preserved exactly as they were, and everything reappears if you re-enable it later. This is the safe option.
Delete all files permanently destroys the contents. There is no recovery.
If a client relationship is simply on hold, disable the vault. Only delete when you actively want the files gone — for example to satisfy a retention policy.
Plan limits
Plans cap how many vaults you can have enabled at once, and vault contents count toward your total storage. Disabling a vault preserves its files, so those files still occupy storage. See Plans and billing.
Where to go next
- Clients — enable a vault from the client page
- Document requests — for structured, deadline-driven collection