Information

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with this.

Up-to-the-minute insights. Automated.

Reduce client churn, save time, and quickly add value to your clients by showing them their available funds and tax liabilities at a specific point in time from as little as £2 per client p/m

Product 1
Frame 90

How it works

Vaulta is an advanced online platform that provides a state-of-the-art experience to you and your clients.

  • Automated client importing
  • Automated assignment of Account Managers
  • Automated creation of insights dashboard
  • Fully branded to your practice
  • Integrated Loom video commentary
  • Automated PDF reporting 
  • Absolute control over the client experience

Simple subscription pricing from £2 p/m per license

Subscribe in client bundles, with simple monthly pricing from as low as £2 per license. If you have more than 100 clients, get in touch for a custom plan

Pricing 1
Pricing 2
Pricing 3
Pricing 4 v2

Step 1

Start your free trial

However many clients you have, sign-up for a no-obligation five day free trial.
Step 1

Step 2

Integrate Vaulta with your FreeAgent account

Automatically pull through your Clients and Account Managers.
Step 2

Step 3

Start adding value right away

Apply your accountancy practice's branding, add your commentary and level-up your service.
Step 3

Start your free trial, save time and add instant value to your services. Get the edge over your competitors. Get Vaulta.