Every document clearly filed and ready when you need it.

    VYAX organizes files by client and tax year from the outset, and permissions ensure Admins and Preparers access only what they should.

    Tools That Keep You Organized

    Auto folder templates per client/year

    Consistent file names for W-2, 1099, K-1 and IDs

    Role-based permissions

    Activity logs with timestamps and user details

    Audit Trail

    Every action recorded for accountability

    For each file, VYAX stores uploaded by, date/time, and IP. This supports internal review and improves accountability without extra spreadsheet tracking.

    Uploaded by
    Date/Time
    IP Address

    Why You'll Love It

    Cleaner handoffs between teammates

    Faster locating of the right version

    Consistent accountability records

    Ready to Transform Your Document Workflow?