NoteVault
NoteVault — Hierarchical Client Notes & Master Cards
Organise clients into Parent Clients and End Clients, attach a structured Master Note as a permanent setup card to each End Client, and add unlimited free-form Specific Notes. Three levels of structure so client information is always in the right place and easy to find.
Built for accountancy firms managing complex client records
NoteVault is designed for firms where multiple staff work on the same clients and need a consistent, accessible record of client setup, instructions and ongoing notes.
People who need client context fast
Find the client setup information and standing instructions you need in seconds — without asking a colleague or digging through emails.
- Master Note always available
- Specific Notes for ongoing context
- Consistent structure across all clients
People maintaining client records
Keep client setup cards accurate and up to date, and add Specific Notes after meetings, reviews and client conversations — all in one place.
- One place to maintain client records
- Master Note updated as clients evolve
- Meeting and review notes always accessible
Early Access
See how NoteVault can help your firm keep client notes structured, accessible and consistent across the whole team.