Compliance Infrastructure

Records you can verify.
Files that cannot be challenged.

Arc.Box creates cryptographically sealed Authentic Record Containers for professional services firms, giving partners a client record and workpaper archive they can stand behind in any engagement or review.

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app.arcbox.io / vault / crescent-capital-fund
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The Practice Reality

Confidentiality is not a policy.
It is your currency.

Client files and workpapers do not care how a record was created or stored. They care whether it was preserved, authenticated, and retrievable. Off-channel communications (WhatsApp, Signal, personal email, SMS) have become a leading source of exposure. Firms are not failing because they broke the rules. They are failing because they cannot verify they followed them.

7 Yrs
Retention
Standard workpaper and client file retention windows firms are expected to meet, engagement after engagement.
Peer Review
The Standard
Reviewers don't just ask what you did. They ask whether you can show it — intact, timestamped, complete.
AI Exposure
Emerging Risk
Feeding client files into ungoverned AI tools creates a new, unpriced confidentiality risk.
Engagement Ready
Time Pressure
When a dispute or review lands, you have days, not months, to produce a clean file.
Product Mechanics

From record to verified.
In one sealed container.

Arc.Box captures, authenticates, and seals your firm's communications and records into Authentic Record Containers (ARCs), cryptographically verifiable units of compliance evidence.

Capture

Arc.Box ingests communications and records across channels (email, messaging, voice, and documents) through secure connectors.

Authenticate

Every record is timestamped, hashed, and sealed into an Authentic Record Container. Once sealed, any tampering is detectable.

Verify

When a reviewer requests records, Arc.Box produces cryptographically verifiable outputs, complete with chain of custody.

How Arc.Box Works
ArcBox Demo Video
Vista

Intelligence that never
leaves your vault.

Vista is Arc.Box's private intelligence layer, built on the Archivista platform. It analyzes your sealed records without ever sending your data to external models. Vista surfaces engagement risks, flags missing files, and answers client and reviewer questions from within your authenticated record set. Your intelligence. Your governance. Your answers.

Private by Design
Private by Design
Vista runs on your sealed ARCs; no data leaves your environment for AI processing.
Anomaly Detection
Gap Detection
Surface missing files, incomplete records, and confidentiality gaps before a reviewer does.
Audit Trail Intelligence
Audit Trail Intelligence
Vista understands the chain of custody; every insight is traceable to a sealed, verifiable source.
Examiner-Ready Answers
Review-Ready Answers
Query your record set in plain language. Get verified, citable responses from authenticated records.
Designed For

Built for every firm that
confidentiality holds accountable.

01

Tax & Advisory

Full client file and advisory communication coverage across every engagement, from individual returns to complex entity structures.

02

Audit & Assurance

Workpaper and engagement record retention, sealed and retrievable for peer review and quality control on demand.

03

Client Accounting Services

Ongoing client financial records and communications, authenticated and preserved across the full engagement lifecycle.

04

Multi-Office & Regional Firms

Institutional-grade record governance across partners, offices, and practice areas — one authenticated archive, every location.

The Platform

Arc.Box runs on Archivista infrastructure.

Every ARC sealed in Arc.Box. Every Vista insight. Every cryptographic verification. All of it runs on the Archivista data ownership platform, the same infrastructure built to govern organizational intelligence across industries. When you choose Arc.Box, you are not buying a compliance tool. You are connecting to a platform designed to make your data defensible. Built to last.

Learn about the Archivista Platform →