SafeVault
Secure document management and verification for people and organizations that hold records they cannot lose.
Read more about SafeVaultOur platform
AmitaSoft products
AmitaSoft builds document infrastructure for work that cannot afford mistakes. Three platforms sit on top of it, each shaped for a different kind of document and a different kind of deadline.
The foundation
Three platforms, one foundation
Every AmitaSoft product starts from the same idea: a document is not a file to be stored, it is a step in a process that is waiting on it. A mortgage file waits on a pay stub. A tax return waits on a prior-year statement. A compliance review waits on a record nobody can find.
The shared layer underneath all three products reads documents, checks what is in them, and moves the work forward. What changes between products is the workflow wrapped around it.
What we build
Our products
CliQloan
Mortgage and lending workflow automation for brokers, lenders and processors moving files from application to close.
Read more about CliQloan
TaxFlo
Tax workflow software for CPA firms managing client engagements, document intake and review through the filing season.
Read more about TaxFloWhich one fits
Most organizations start with the product that matches their immediate deadline and expand from there, because the underlying document layer is shared. Records verified in one workflow do not have to be collected again in the next.
If you are not sure which fits, a short walkthrough is usually faster than a comparison page.
Compare the platform
Which product fits your work
The three products share a document layer and differ in the workflow built on top of it.
Scroll horizontallyto compare all three products
| Compare | SafeVault | CliQloan | TaxFlo |
|---|---|---|---|
| Built for | Individuals, families, and professional firms holding client records | Brokers, lenders, processors and borrowers | CPA firms and tax preparers |
| The unit of work | A vault of records | A loan file | A client engagement |
| Main job | Store, verify and share documents with consent | Move a loan from application to close | Run a client through the filing season |
| Documents involved | Tax, insurance, identity, financial, medical and school records | Pay stubs, W-2s, tax returns, bank statements, disclosures | Prior-year returns, income documents, engagement records |
| Where it runs | safevaultusa.com | www.cliqloan.com | SafeVault provider portal |
| Read more | SafeVault | CliQloan | TaxFlo |
Answers at a glance
Common questions about AmitaSoft products
What does AmitaSoft do?
AmitaSoft builds document infrastructure for regulated and deadline-driven work. Its platforms read documents, check what is inside them, and move the work that depends on them forward. Three products sit on that shared layer: SafeVault, CliQloan and TaxFlo.
What is the difference between SafeVault, CliQloan and TaxFlo?
SafeVault stores, verifies and shares records. CliQloan moves a mortgage file from application to close. TaxFlo runs a CPA firm's client engagements through filing season. They share the same document layer and differ in the workflow built on top of it.
Do the AmitaSoft products work together?
Yes. All three run on the same document layer, so a record verified in one workflow can be reused in another with the owner's consent. A borrower document held in SafeVault can move into a CliQloan loan file rather than being collected a second time.
Who uses AmitaSoft products?
Individuals and families use SafeVault for their own records. Professional firms use it for client documents. Mortgage brokers, lenders and processors use CliQloan. CPA firms and tax preparers use TaxFlo.
How do I get started with an AmitaSoft product?
SafeVault and CliQloan can be reached directly on their own sites. TaxFlo is delivered through the SafeVault provider portal, where firms apply and are approved before going live. A walkthrough on your own documents can be booked from this site.
See it on your own documents
A short walkthrough on your own files is usually faster than reading three product pages.
Schedule a demo