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For CPAs, tax advisors, financial coaches, and private wealth managers.

Client financial data, sealed at rest and in transit.

Tax returns, financial plans, estate documents, and onboarding files are among the most sensitive data in anyone's life. Koaich keeps them encrypted under keys your firm holds — so a breach of our infrastructure produces ciphertext, not your clients' financial picture.

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What you get

Per-client vault isolation

Each client's documents, notes, and correspondence live in a vault with its own encryption boundary. A breach, a subpoena, or a mistaken share of one client's vault doesn't touch any other.

Encrypted file storage

Tax returns, K-1s, estate plans, account statements — each file encrypted with its own key, wrapped to each authorized team member. File contents are never readable server-side.

Secure document delivery to clients

Send a financial plan, tax return, or sensitive report to a client who doesn't use Koaich. They receive a metadata-only email; the document decrypts on their device. Their email provider and ours both see ciphertext.

Encrypted client communication

Advisory notes, follow-up correspondence, and client Q&A — E2E encrypted on device. Post-quantum hybrid key agreement on 1:1 threads protects the key exchange against long-term interception.

TTLs on working materials

Draft notes, interim documents, and working correspondence can self-expire. Final deliverables stay; the working noise around them doesn't accumulate indefinitely.

The underlying cryptography

Every claim above is grounded in a specific primitive. Not marketing.

Important: SEC-registered investment advisers and broker-dealers are subject to recordkeeping requirements (SEC Rule 17a-4 / IA Rule 204-2) that may conflict with end-to-end encryption where the vendor cannot produce client communications on examination. If you are a registered firm, talk to your compliance counsel before using Koaich for regulated client correspondence.

Get on the waitlist.

We're onboarding financial professionals first. Read the architecture if you want detail.

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