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We’re excited to publicly launch Vault’s Admin Portal, a powerful new feature designed to simplify account management for accountants and AP clerks. Imagine logging into Vault with a single set of credentials and instantly accessing all your client banking accounts. No more password juggling or 2FA headaches! Whether you’re managing a handful of clients or juggling dozens, this feature ensures you can switch between accounts with ease.

Why build an Admin Portal?

As Vault grew, we noticed a trend: many accountants, bookkeepers and fractional CFOs began using our platform not just for one client, but for multiple clients. They loved the simplicity and efficiency of Vault and started recommending it to others. Soon, these accountants found themselves managing multiple clients’ accounts on Vault, which created the need for a smoother way to switch between accounts as both their practices and Vault’s user base grew.

The Admin Portal is our solution to this challenge. It’s designed to serve both small accounting firms scaling up and large firms managing extensive client lists. By enabling accountants to effortlessly switch between accounts with just a few clicks, we’re helping them save time, streamline operations, and focus on delivering value to their clients—whether they’re working with a handful of businesses or a large portfolio.

Get Started Today

The Admin Portal is now available to all Vault users. To learn how to use the Admin Portal to invite and manage your clients, you can watch the tutorial here.

‍About Vault
We’re transforming the financial landscape for Canadian businesses with our all-in-one digital banking platform. From multi-currency accounts and global bank transfers to automated accounting and corporate cards, we’re here to help you manage your entire financial operations with ease—and without the high fees.