Question 1

How do I get started?

Accepted Answer

Create your account, choose a plan, and add clients (manually or by CSV import). Invite clients to the portal to upload documents, complete intake, and track progress.

Question 2

Is my data secure?

Accepted Answer

VYAX is built with security-first practices: encrypted connections (HTTPS/TLS), role-based access controls, and audit-friendly activity tracking. You control client access and can remove documents at any time.

Question 3

Can I try before I buy?

Accepted Answer

Yes — the Free plan lets you use VYAX with a small client limit at no cost, and you can upgrade to a paid plan any time. See the Pricing page for details, or contact support for a walkthrough.

Question 4

What file types are supported?

Accepted Answer

VYAX supports common tax-document formats like PDFs and standard image types. Upload limits can vary by plan and are shown in-app during upload.

Question 5

How does document organization work?

Accepted Answer

VYAX organizes uploads by document type and maps them to the requirements from each client's questionnaire, so you can see at a glance what's still missing.

Question 6

Can I use this on my phone?

Accepted Answer

Yes! The platform is fully responsive and works on all devices - desktop, tablet, and mobile.

Question 7

What happens to documents after tax season?

Accepted Answer

Documents remain available in your portal so you and your clients can stay organized. You can delete documents anytime, and retention policies may vary based on your firm and plan.

Question 8

How do clients access the portal?

Accepted Answer

You invite clients via email. They use a secure link to set up portal access and then upload documents, review statuses, and complete required steps.

Question 9

Can I customize the portal with my branding?

Accepted Answer

Branding options depend on your plan. See the Pricing page for what's included, or contact sales if you need custom branding or a custom domain.

Question 10

What kind of support do you offer?

Accepted Answer

Support options vary by plan, but you can always reach us via support@vyaxsolutions.com. Check the Pricing page for the current support levels by tier.

Question 11

How much does it cost?

Accepted Answer

VYAX offers Free, Starter, Premium, and Enterprise plans. Starter is $29/month ($348/year) and Premium is $49/month ($588/year), billed annually. Free is $0 and Enterprise is custom. See the Pricing page for full details.

Question 12

Can I cancel anytime?

Accepted Answer

Yes, you can cancel your subscription at any time from your dashboard. No long-term contracts or cancellation fees.

Guides that help you succeed: clear, task-based, and searchable.

Browse Help Articles

How do I invite clients to upload documents?

Setting up role-based permissions

How secure is my data?

Bulk client invitations for tax season

Frequently Asked Questions