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 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.
- SOC 2 Type II audited
- ISO 42001 (targeted Oct 2026)
- IRC §7216 & §6713 compliant
- Encrypted at rest & in transit (DSSE)
- ISO 27001 (targeted Oct 2026)
- US-only data residency
- WISP aligned to IRS, FTC, GLBA
- Client data never used to train AI
Ready to learn more?
Set up time with the Denari partnerships team to learn more about the platform and to assess fit. We know that only half of a good software experience is the software itself. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.