Taxza’s secure credentials vault stores the portal usernames, passwords, PINs and portal names your firm manages on behalf of clients. Reveal, copy and visibility controls govern who sees what, every access is logged, and staff can look up a client’s credentials by CNIC or phone without ever seeing their financials.
The problem
Tax firms hold sensitive login details for many clients, and too often they sit in a shared spreadsheet or a chat message — visible to everyone, tracked by no one. That is a serious security and accountability risk.
How Taxza solves it
Taxza gives those credentials a controlled home. Access is permissioned and reveal/copy actions are governed, so staff can use a credential to do their job without it being casually exposed — and every access is recorded for accountability.
How it works
Store credentials centrally
Keep portal usernames, passwords, PINs and portal names in one secure place.
Control who sees them
Reveal, copy and visibility controls govern access by role.
Log every access
Each reveal or use is recorded, so accountability is built in.
Key capabilities
Central vault
Usernames, passwords, PINs and portal names in one place.
Reveal & copy controls
Govern who can reveal or copy a credential.
Visibility controls
Limit exposure to only the right roles.
Access logging
Every access to a credential is recorded.
Lookup by CNIC/phone
Find a client’s credentials without opening their financials.
Separation of duties
Staff use credentials without seeing sensitive money data.
Benefits
- Sensitive logins out of spreadsheets and chat.
- Access limited to the right people.
- A full record of who accessed what.
- Staff do their job without seeing financials.
- Lower risk and clearer accountability.
Example workflow
- A staff member needs a client’s tax-portal login to file a return.
- They look the client up by CNIC — no financials shown.
- They reveal the credential; the access is logged.
- The credential is used, and the record shows who used it and when.
Who it’s for
For firms that manage government or portal logins for clients and need them stored securely, used accountably, and kept away from staff who should not see financial data.
Credentials Vault — questions & answers
Yes. Every access to a stored credential is recorded, so you always know who revealed or used it.
No. Staff can look up credentials by CNIC or phone without seeing the client’s financial information.
Portal usernames, passwords, PINs and portal names, with reveal, copy and visibility controls.
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