73%
of compliance teams cite merchant onboarding as their biggest time drain.
How it works
Onboarded in three steps, not three weeks.
1
Step 1
Build the checklist
Open a compliance room and drop in the checklist your team uses. Start from a template or build from scratch in under two minutes.
2
Step 2
Send the link
One invite link. The client clicks in, no password to set, and lands straight in their room. No account required on your platform, no support tickets, no confusion.
3
Step 3
Verify and close
Review each document, approve it, or reject it with a specific note. Message the client directly inside the room. When the checklist is complete, the deal can move.
By the numbers
Built for deal velocity
Less time chasing documents, more time closing.
Every update, where your team already works
Every upload, approval, and message fires a webhook the moment it happens. Route it straight to Slack, HubSpot, or Teams, so the whole deal team stays in sync without logging in to check.
Communicate in context
Request clarifications and explain rejections in a thread that sits right beside the checklist. The other party gets an email for every message, and the context never leaves the room.
Real-time pipeline visibility
Your dashboard shows live status for every room: Not started, In progress, Under review, Approved, or Rejected, with approved-document counts and a marker on anything new. Know exactly where each client stands across your entire book of business.
Security and trust
Built to protect every document you collect.
Compliance teams choose DocVault because the controls are not an afterthought. Encryption, access, and audit are the product.
Per-customer encryption at rest
Every document is encrypted with a key dedicated to your workspace, managed in AWS KMS (AES-256, HSM-backed, rotated yearly). Storage is private: files are never exposed by URL and decrypt only for verified parties in the room.
Access you can revoke instantly
Access is restrictive by default. Two-factor authentication is required across your team, rooms open only to people you invite, and inactive sessions expire automatically. Remove a client or teammate and their access is cut immediately, including direct document links, not whenever a token happens to expire.
Every action on the record
Every approval, rejection, login, role change, and access removal is written to an append-only audit log. When an auditor asks who did what and when, the answer is already there.
Audit log · Acme Retail Co.
- Sarah Chen rejected Bank Statement09:44
- Sarah Chen approved Government-issued ID09:42
- Sarah Chen approved Articles of Incorporation09:41
- Jordan Park uploaded bank-statement.pdf09:38
- Jordan Park uploaded government-id-front.pdf09:34
- System created room · invite sent09:30