BusinessVault

Industry vaults

Built for compliance-heavy businesses.

BusinessVault works for any business, but it was designed around industries that produce a lot of documents that matter — and get asked for them at the worst times.

Document library

Every business document in one place, searchable by name, tag and the text inside

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3 results for “insurance”

  1. Insurance policiesBusiness42 documents tagged Insurance, updated automatically as certificates renew.Business / Compliance & licences14 Mar 2026
  2. Insurance & valuationsStrataBuilding insurance schedule and valuation reports, shared with the owners committee.Strata / Building 32 Feb 2026
  3. PI insuranceDentalProfessional indemnity certificate for the practice — flagged before it lapses.Dental / Compliance dashboardExpired 1 Jun 2026

Everything included in every industry vault

One platform underneath every industry we support, pre-configured with the folders, alerts and access rules that industry already runs on.

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Industry-ready folders

Compliance folders, tags and retention rules pre-built for strata, dental, accounting and general business.

Licence & expiry tracking

Certificates, licences and insurance policies flagged automatically before they lapse.

Portals for outside parties

Give owners, clients, auditors or insurers a timed, read-only link — no email attachments.

Search that reaches inside

Find any document by file name, tag, or the text within a scanned page.

Retention built in

Meets ATO 7-year record-keeping requirements automatically, across every industry vault.

A full audit trail

Every view, download and share logged against a person and a time.

Pick the vault built for your records

Each one starts with the folders, access rules and deadlines your industry already works to, then adapts as your records grow.

General business

One vault for everything your business produces

Contracts, insurance, payroll, tax records, supplier agreements — stored once, retrievable in seconds, shareable without email attachments.

  • ATO 7-year retention built in
  • Share with accountant without forwarding attachments
  • Insurance expiry reminders from the vault

Strata management

Every lot, every AGM, every maintenance record in one place

Owners corporations produce documents that span decades. BusinessVault keeps them organised, accessible to committee members, and shareable with incoming managers during handover.

  • Building defect register, plant log, insurance schedule
  • AGM minutes versioned automatically
  • Lot owners get read-only access to their records

Dental practices

Radiation licences, infection control logs, staff credentials — auditable on demand

AHPRA, state radiation authorities, and accreditation bodies all ask for documents. BusinessVault keeps the practice compliant without a separate folder on someone’s desktop.

  • Licence expiry alerts before renewal deadlines
  • Staff credentials stored with expiry tags
  • Infection control logs retrievable in seconds

Accounting firms

Client documents in, client portals out

Collect source documents from clients, organise them by engagement, and share completed work back through a timed portal — without email attachments in either direction.

  • One vault per client, not one folder per staff member
  • Audit-ready export in one click
  • Timed portals replace email attachments to the ATO

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Questions people ask.

Which industries is BusinessVault built for?

BusinessVault works for any business, with vaults pre-configured for strata management, dental practices, accounting firms and general business. Each one starts with the folders, tags, access rules and deadlines that industry already works to.

Can I use BusinessVault if my industry isn’t listed?

Yes. The general business vault covers contracts, insurance, payroll, tax records and supplier agreements, and every vault adapts as your records grow. If you’re unsure it fits, book a demo and we’ll give you an honest answer.

What is included in every industry vault?

Every vault includes industry-ready folders, licence and expiry tracking, read-only portals for outside parties, search that reaches inside scanned pages, built-in retention and a full audit trail. The platform underneath is the same; only the starting configuration changes.

Does BusinessVault meet ATO record-keeping requirements?

Yes. Retention is built in and meets the ATO’s 7-year record-keeping requirement automatically, across every industry vault.

How does BusinessVault help strata managers?

It keeps every lot, AGM and maintenance record in one place. AGM minutes are versioned automatically, lot owners get read-only access to their own records, and the whole history can be shared with an incoming manager during handover.

How does BusinessVault help dental practices stay audit-ready?

Radiation licences, infection control logs and staff credentials are stored with expiry tags and retrievable in seconds. Licence expiry alerts arrive before renewal deadlines, so AHPRA, radiation authority and accreditation requests don’t turn into a scramble.

How do accounting firms share documents with clients?

Through timed, read-only client portals instead of email attachments. Firms keep one vault per client, collect source documents by engagement, and can produce an audit-ready export in one click.

Do outside parties need an account to see shared documents?

No. Owners, clients, auditors or insurers receive a timed, read-only link, and every view, download and share is logged against a person and a time.

Not sure if BusinessVault fits your industry?

Talk to someone who has seen it set up across a dozen different business types. Honest answer guaranteed.