About vault.vOfiz

Modified on Thu, 5 Oct, 2023 at 9:23 PM

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Welcome to vault.vOfiz

MX Global Center's Data Vault serves as a secure repository for critical documents for your company, functioning as a centralized hub to store, manage, and securely share documents while maintaining confidentiality.



Part of vOfiz

 

vOfiz is a set of platforms that serve for MX Global Center and its strategic partners to effectively manage critical client information and processes. Our goal in developing this technological solution is to enhance customer experience by providing easy and secure access to their business data.

With vOfiz, we have organized several Apps that are designed to perform specific functions, ensuring efficient management of information.



What is vault.vOfiz?

 

A centralized hub to store, manage and share documents securely with our clients. Vault.vOfiz is the home for our client’s most valuable documents.  

In this portal, our clients can share important documents, get real-time updates on ongoing tasks, ask questions, all in one place



Based on TaxDome platform

 

vault.vOfiz is based on TaxDome platform, an all-in-one platform for legal, tax and accounting firms.  Clients can use this platform via our web client portal or mobile App (iOS or Android)



Why vault.vOfiz?

 

In MX Global, we take sensitive data and secure storage seriously. Your business and reputation are at stake.  For that reason, we have deployed advanced security standards and infrastructure.     Data is encrypted and backed up automatically, all information is stored based on legal, financial and data protection standards.




What is it Used For? 

 

In MX Global, we are using vault.vOfiz as critical application to serve our clients:

  • New Clients. Client onboarding and engagement.
  • Customer Success. Implementation of services such as new company activations and project deployments
  • Sharing and storage of Company Documents. Manage critical information of your company: store documents related to registration to authorities and company records.
  • Tax practice. Share of documents, storage of tax returns, e-signature of documents



Elements of vault.vOfiz

 

From the sidebar, you can quickly navigate to where you need to go in your portal.

  • Documents: this is where you upload your documents, sign them with an e-signature and download everything we have prepared for you.
  • Messages: here you can ask us any questions or respond to any of our requests.
  • Organizers: here you will fill in all the necessary questionnaires we need to prepare your documents. 
  • Contracts: here you will sign the optional commitment letters used to define the scope of our obligations to each other.
  • Settings: where you add additional users to your account as needed.




Sharing and Storage of Documents

 

Documents are securely managed and stored. Clients can upload documents, MX Global (Firm) will store and manage your valuable documents.

 



How to start?

 

You should have received an invitation to activate your vault.vOfiz / TaxDome account.     Please click to activate and follow the instructions.



Mobile App

 

A mobile app is available, if you would like to download it you can do so by clicking here:

Once you have opened the mobile app, enter your email address and password to log in. You can also access your portal from any device by going to our website: vault.vOfiz.com





Need Help?


 

Not sure you fully understand how it all works right away? Check out these help options: 

  1. Visit the Customer Help area for detailed instructions on share and manage documents, sign documents, use the portal and mobile App.
  2. Contact us to success@mxglobal.center for any question. 

Thank you for your interest in our services! 



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