PartnerVault is the private portal where agencies, accountants and the families, clients and partners they work with exchange case files, financial records and signed forms. Every file is scanned before anyone can open it, every action is recorded, and every partner sees only their own.
In production at a licensed child-placing agency. Access is by invitation; there is no public sign-up.
Rivera family — resource home study
Invitation-only · 2 partner members · 3 staff
Checklist
3 of 5 received
Documents
Rivera_bank_statements_Jun-Aug.pdf
Uploaded by M. Rivera · 14.2 MB
2025_Form_1040.pdf
Uploaded by M. Rivera · 2.1 MB
Home_study_report_draft.docx
Uploaded by J. Okafor (staff) · 380 KB
invoice_urgent.zip
Uploaded by unknown sender · 1.9 MB
Activity
Encrypted email breaks on large attachments, expires links, and leaves no record of what was actually received. A portal fixes all three — if it is private enough to trust with these documents.
Case records, home studies, medical and school records, and the financial disclosures resource families must provide — bank statements, tax returns, pay stubs.
Collect a client's year from them and send the return back, without a single attachment. Returns, K-1s, brokerage statements and organisers in one place per client.
Discovery, signed agreements, background checks, personnel files. Anything you would otherwise encrypt, split, or hand over on a drive.
A family, a client, an outside agency. They get a named invitation to a private portal that holds only their relationship with you — never anyone else's.
A checklist tells them which documents are outstanding. They upload from any browser; you upload back. Large files are fine.
Each upload is quarantined until a malware scan clears it. Who uploaded, viewed or downloaded what, and when, is written to an audit trail you can export.
These are the controls that are actually in place today — not a roadmap. The longer version, including what we deliberately do not do, is on the security page.
Staff and partners alike enrol an authenticator app before they see a single file. There is no setting to turn it off.
A file is not downloadable until a malware scan clears it. If the scanner is unreachable, the file waits — it is never released unchecked.
Organisations and partners are separated by row-level security, not by the application remembering to check. Automated tests prove one agency cannot read another's data on every change.
Uploads, views, downloads, invitations and administrative changes are recorded with actor and time, and your administrators can export the whole trail as a spreadsheet.
Trash is purged after 30 days; blocked and abandoned uploads sooner. Sessions end after 30 minutes idle. The schedule is written down, not tribal knowledge.
No document is read by an AI model unless your administrator enables it for that specific workspace. When on, the model sees only the text of that workspace's documents, for that request, and its output is treated as untrusted.
An administrator switches it on for a workspace. Until then no model sees a document. When on, the documents are treated strictly as material to be read — never as instructions — and every answer points back to the file it came from.
“Which statements are missing from the Rivera file?” Answers come only from that partner's documents, with a link to each source.
Turn several documents into one brief, a side-by-side comparison, or a single merged PDF.
Write a memo, invoice or summary from the strongest parts of the documents you pick, and file it straight back into the portal.
“We handle children's files and sensitive information for resource families — financials, bank statements, tax returns, Social Security numbers. We needed a two-way exchange instead of encrypted email, because large files simply could not be sent, even with an encryption service.”
Priced per organisation — not per file, per partner or per gigabyte — so nobody on your team hesitates to use it. Every plan includes mandatory two-step verification, malware scanning, the audit trail and unlimited partner invitations.
Tell us about your organisation and we will send a quote and a working demo.
Or write to [email protected]. We reply within one business day.
See PartnerVault on your own documents. Already invited? Sign in instead.