Your Life's Critical Documents,
Perfectly Organized
Built for Your
“Must-Haves”
From tax season to estate planning — everything you need to organise your life's critical documents.
Tax-Ready Organization
Our AI recognizes tax forms (1099s, K-1s, receipts) and automatically bundles them into a "Tax Year" folder. When your CPA asks, you're done in one click.
Insurance & Policy Tracking
Never let a policy lapse or lose a claim number. Governex extracts key dates and coverage limits from your insurance PDFs so you have the summary at your fingertips.
The "Legacy" Vault
Organize trusts, deeds, and healthcare directives. Set up "Inheritance Access" so your beneficiaries can find the right documents exactly when they need them—and not a second before.
Audit-Proof Security
AES-256 encryption ensures your private financial life stays private. All data stored in UK data centres with complete audit trails for every document viewed or shared.
Get Organized in Three Simple Steps
Go from document chaos to perfect organisation in minutes, not months.
Secure Import
Sync your email or scan directly from your phone. We support everything from blurry receipts to 100-page legal trusts.
Intelligent Categorization
The AI identifies the document type (e.g., "Life Insurance") and extracts the relevant year and entity. No more manual filing.
Instant Retrieval
Search for "What is my deductible?" or "2025 Property Taxes" and get the answer—and the document—in seconds.
Trusted by Families & Professionals
“Tax season used to be a nightmare of searching through my inbox. Now, I just hit 'Export' on my Governex Tax folder and send it to my accountant. It saved me at least 10 hours this year.”
“After my father passed, finding his trust and insurance papers was a secondary trauma. I got Governex for my own family so they'll never have to go through that. It's peace of mind in a digital box.”
Plans for Everyone
Start free, upgrade as you grow. All plans include a 14-day free trial.
Premium
Best for active investors
- 5,000 Documents
- 5 Email/Cloud Sources
- Tax-Ready Export
- Smart Policy Alerts
Family / Trust
Best for Estate Planning
- Unlimited Documents
- Shared Family Vault
- Inheritance/Beneficiary Access
- Priority Audit Support
Enterprise
Multi-tenant solution for organisations
- Multi-Tenant Architecture
- SSO / SAML Integration
- Dedicated Account Manager
- Custom SLA (99.99%)
Frequently Asked Questions
Ready to Organize Your
Life's Critical Documents?
Join families and professionals across the UK who trust Governex to keep their important documents secure, organised, and accessible.
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