Denari Vault
One secure home for all your firm’s data.
Denari Vault is the unified data warehouse at the center of the platform. It brings together every Denari app and your existing systems into one governed, permissioned source of truth.
Scattered data becomes one source of truth.
Firm knowledge lives in a dozen disconnected systems, each with its own login, its own format, and its own gaps. The Vault unifies it all into a single governed store, so the whole platform reads from one consistent, permissioned foundation.
What flows into the Vault.
Denari platform data
Every Denari app, from Papers and Documents to Flows, Relations, and Answers, writes into one shared store.
Third-party systems
GL and ERP, practice management, and email connect in, so the Vault reflects your firm’s full operating picture.
Files & documents
Client files, workpapers, and correspondence are organized and indexed alongside the structured data they relate to.
Everything in one place, fully governed and always in your control.
Governed by default, secure by design.
Granular permissions
Role-based access controls so every person sees only the data they are meant to, down to the record.
Full audit trail
Every access, query, and change is logged, giving you a complete and defensible record of who touched what.
Powers Answers
Because the Vault unifies your whole ecosystem, Answers can query across all of it and trace every response to its source.
Security
Explore Denari security →Certifications & audits
SOC 2 Type II
Independently audited for security, availability, and confidentiality.
ISO 27001In progress
Certified information security management for the Denari platform.
ISO 42001In progress
Certified AI management for responsible AI development and governance.
Data residency & compliance
US-only data residency
All data stored and processed exclusively within US-based infrastructure.
IRC §7216 & §6713
Compliant with tax-return-information disclosure rules by default.
Written Information Security Plan
Formal WISP aligned with IRS, FTC Safeguards, and GLBA.
Data security
Encryption
Encrypted at rest and in transit, with dual-layer server-side encryption (DSSE) for documents.
AI data privacy
Firm and client data is never used to train AI models.
Ready to learn more?
Book an introLearn more
Set up time with the Denari partnerships team to learn more about the Denari platform and to assess fit.
Onboarding
Denari understands that only half of a good software experience is good software. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.
Support
Our partner support is very important to us. Instead of using AI to provide low-quality support, we use AI to provide higher quality and quicker support from real US-based people on the Denari team.