Arkin Vault gives accounting and advisory firms a governed channel for engagement letters, tax records, and audit handoffs — gated on the engagement, tracked to the person, and preserved as one clean record for the file.
Returns, statements, and payroll data move as email attachments — the exact channel every breach report warns about.
The engagement letter says who may see what. Nothing enforces it — the shared-drive link doesn't read the engagement letter.
Auditor transitions and firm-to-firm handoffs happen through personal drives and USB-era habits, with no record of what changed hands.
Rooms per client or engagement. Release gated on the engagement letter or an NDA — signed in the browser before anything opens. Every view and download attributed to a named recipient.
The client signs the engagement (or an acknowledgement) and the documents open — one flow, no chasing.
Collect and return sensitive filings in a governed room instead of an inbox; expiry and revocation when the season closes.
Predecessor/successor exchanges with a complete record of what was provided, to whom, and when — useful on both sides.
Valuations, diligence reports, and board-ready analyses delivered watermarked or clean — your call — always logged.
One export per document: the executed engagement or NDA (hash-bound to its text), the document's SHA-256, the recipient roster, and the complete access log — PDF for the workpapers, JSON for your systems, or filed straight to a Drive folder via connectors.
India practice: eSign / DSC-aware, DPDPA-aligned handling for CA / CS firms. US practice: ESIGN / UETA posture, CCPA-ready retention defaults.
Thirty minutes with a real engagement workflow — intake to deliverable — then decide if it's worth a pilot.
Book a workflow review