SecureVaultDocs.
The vault that files itself. SecureVault Docs is being rebuilt and isn't available yet; this page covers how it will work and the security model behind it.
Straight up: SecureVault Docs is paused while we rebuild it. We'd rather show you nothing than a mockup, so there's no live product to document today. What follows is the design we're building toward, kept here because the security model is already decided. Want in when the doors open? Join the waitlist.
How it will work
Documents collected, organized, and secured automatically, without the email back-and-forth.
Auto-filing
Uploads get read, named, and sorted into Client / Year / Category folders automatically. Checklists show what's in and what's still missing.
OCR and smart labels
Text is extracted from every document and labels are applied automatically, so a scanned W-2 files itself as a tax document without you touching it.
Deadline detection
The vault identifies due dates, expirations, and renewals inside your documents (tax filings, lease renewals, licenses, insurance) and reminds you before they bite.
Collection without chasing
Document requests with automatic reminders, so clients send what's missing without you writing a single follow-up email.
Client portals
Clients get a simple, secure place to drop files: a PIN, a checklist, and a drag-and-drop upload box. No accounts to create.
PIN-protected links
Create a portal link from any client folder, set a 4-6 digit PIN, and share it by email or SMS.
Auto-expiry
Links expire on your schedule: 24 hours, 7 days, 30 days, or a custom date. Extend or revoke access any time.
File request checklists
Attach a checklist (like a tax-season document list) so clients see exactly what to upload and what's required. Save checklists as reusable templates.
The security model
Built for businesses that handle sensitive files: accountants, property managers, contractors, and legal teams.
Encryption
AES-256 encryption at rest and 256-bit SSL/TLS in transit: the same grade banks use for sensitive files.
Canadian data residency
Data is stored in Canadian data centers, consistent with the rest of the OMGSystems platform.
PIPEDA and GDPR alignment
The vault is designed to meet PIPEDA requirements and be GDPR-ready, with audit trails that support compliance reporting.
Audit trails
Uploads, views, downloads, and shares are logged with who, when, and from where, including portal PIN attempts. Logs export as PDF, CSV, or JSON for regulators.
Security alerts
Proactive monitoring flags failed PIN attempts, unusual download volume, and new-device access, with thresholds and notification channels you control.
Platform-wide security practices are covered on the security page and in the Help Center.
Be first through the door
Waitlist invites go out in order when the rebuild ships. Tell us what document chaos looks like for you and we'll shape the product around it.
More documentation
Getting Started
Create your account, set up your workspace, and launch your first app.
OMG Leads
Capture leads, qualify them, and keep follow-ups moving.
OMG IQ
Set up your daily industry digest and smart alerts.
TimeGuard AI
Configure your AI receptionist: call answering and booking.
Local Demand Scanner
Scan local search demand and turn it into ready-to-run ad kits.
Playbooks
Industry recipes that combine the apps into working systems.
Can't find it? Try the Help Center or email support@omgsystems.ca.