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
Vaulta is an advanced online platform that provides a state-of-the-art experience to you and your clients.
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
Check your email and follow the steps to integrate with your FreeAgent account.