SafeVault
Personal document vault.
Explore a sample set of personal and family documents and see how a vault keeps them organized. Try it as one person or as a family of up to four.
Best for: individuals and families.
PLAY ENVIRONMENT · SYNTHETIC DATA
Try SafeVault and TaxFlo before you bring your own documents.
SafeVault Playground is a free, guided demo. You click through the real products using sample documents we provide. Nothing of yours is needed.
PLAY NOWFree. About 5 to 10 minutes. No real documents needed.
What is SafeVault Playground?
Playground is a practice environment for two products: SafeVault, a personal document vault, and TaxFlo, a tax preparation workspace.
You take a short tour, then use the live applications yourself. The people and documents inside are synthetic, which means they are made up for the demo. Every page is labeled so you always know you are in the Playground and not a real account.
Why spend ten minutes here?
You cannot judge a document vault or a tax workspace from a slide.
A slide deck cannot be clicked. You see what someone chose to show you.
A video cannot follow your next click. It never answers "what happens if I press this?"
A normal trial asks for your real documents. Most people are not ready to upload a W-2 or an ID to a product they met five minutes ago.
Playground removes that last problem. The demo uses our documents, so yours stay with you.
What you get out of it
The real products. After the tour you use SafeVault and TaxFlo as they actually run. It is not a mockup.
Nothing of yours at risk. The demo runs on sample people and sample documents. You do not upload anything real.
A path that fits you. Choose the vault, the tax workspace, or both together.
Your own pace. Leave whenever you like. If you gave us your email, we send a link so you can pick up where you left off.
Choose your path
TaxFlo
Tax preparation workspace.
See tax preparation from either seat: as the tax preparer, or as the taxpayer who is sending documents in.
Best for: tax and accounting firms.
Full Experience (Recommended)
SafeVault, then TaxFlo.
Follow one demo person, Priya Shah, from her vault into TaxFlo as the taxpayer, so the documents match from start to finish. The tax preparer's review is simulated in this path.
Best for: most people, and anyone who wants to see how the two products connect.
How it works
- Start. Enter your name and email to begin a labeled Playground session.
- Choose. Pick SafeVault, TaxFlo or Full Experience.
- Learn. A short screenshot tour shows you what you are about to use.
- Play. The live application opens. Demo sign-in details and one-time codes are shown on screen for you.
- Finish. Start over, come back later, or create a real account for your own documents.
What Playground is not
- It is not a product we sell. There is no Playground price or plan.
- It is not the place to store your real documents. Create a real account for that.
- It does not file a tax return. The tax demo is a practice run.
- Your Playground session is temporary. It is not an account you keep.
Frequently asked questions
Is Playground free?
Yes. There is no charge to use Playground and no payment details are asked for.
Do I need to upload my own documents?
No. The demo provides sample documents. No real documents are needed.
How long does it take?
About 5 to 10 minutes for a first look. You can stay longer if you want to explore.
Is this the real product or a mockup?
The real product. After a short tour, Playground opens the live SafeVault or TaxFlo application with sample data.
Why do you ask for my name and email?
To run your session, to send you a link so you can pick up where you left off, and to follow up with you about your experience. Your details are not used as the identity on the demo documents.
Are the people in the demo real?
No. Names, addresses and documents in the demo are synthetic.
Which tax forms does the demo cover?
The tax demo uses an individual Form 1040 for tax year 2025.
What happens when I finish?
You can start over, return later with your resume link, or create a real SafeVault account for your own documents.