Features
Vault — Document Management
Secure, organized storage for the documents that define your accountability — grant agreements, donor letters, board resolutions, and audit workpapers.
- Secure document storage
- Transaction-linked filing
- Donor document records
- Grant file management
- Role-based access
- Retention policies
See it on your own books
Book a walkthrough and we'll show you exactly how this fits your chart of accounts.
Schedule a demo