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- Driver License NevadaExpires in 5 months · Personal · Identification
- SmartShare with Avery LinAccess ends in 7 days · Passport United States, Pay stub March 2026
Favorites
Star items to pin them here
Recently updatedRecent
| Name | Category | Updated | |
|---|---|---|---|
| Personal · Updated Nov 8 · 1 file | Personal · Identification | Nov 8 | |
| Other · Updated Nov 7 · 1 file | Other · Unfiled | Nov 7 | |
| Health · Updated Nov 5 · 0 files | Health · Medications | Nov 5 | |
| Finance · Updated Nov 4 · 0 files | Finance · Cash Accounts | Nov 4 | |
| Personal · Updated Nov 1 · 0 files | Personal · Identification | Nov 1 | |
| Insurance · Updated Oct 29 · 0 files | Insurance · Life Insurance | Oct 29 | |
| Employment · Updated Oct 27 · 1 file | Employment · Statements | Oct 27 | |
| Vehicle · Updated Oct 23 · 0 files | Vehicle · Vehicles | Oct 23 | |
| Personal · Updated Oct 21 · 0 files | Personal · Emergency Contacts | Oct 21 | |
| Insurance · Updated Oct 16 · 0 files | Insurance · Property Insurance | Oct 16 | |
| Employment · Updated Oct 11 · 0 files | Employment · Employers | Oct 11 | |
| Health · Updated Oct 8 · 0 files | Health · Providers | Oct 8 | |
| Personal · Updated Oct 1 · 1 file | Personal · Certificates | Oct 1 | |
| Finance · Updated Sep 26 · 1 file | Finance · Tax Returns | Sep 26 | |
| Property · Updated Sep 21 · 0 files | Property · Real Estate | Sep 21 | |
| Health · Updated Sep 11 · 0 files | Health · Allergies | Sep 11 | |
| Education · Updated Aug 12 · 0 files | Education · Schools | Aug 12 |
Browse
Categories
Account
Alex Brooks
alex.brooks@example.com
All items
This week
| Name | Category | Details | Updated | Actions | |
|---|---|---|---|---|---|
| Personal · Expires May 2031 · 1 file | Personal · Identification | Expires May 2031 | Nov 8 | ||
| Other · PDF · 1 file | Other · Unfiled | Nov 7 | |||
| Health · Once daily · 0 files | Health · Medications | Once daily | Nov 5 | ||
| Finance · Checking · •••• 4821 · 0 files | Finance · Cash Accounts | Checking · •••• 4821 | Nov 4 |
Earlier this month
| Name | Category | Details | Updated | Actions | |
|---|---|---|---|---|---|
| Personal · Expires Mar 2029 · 0 files | Personal · Identification | Expires Mar 2029 | Nov 1 | ||
| Insurance · Term · $500,000 · 0 files | Insurance · Life Insurance | Term · $500,000 | Oct 29 | ||
| Employment · PDF · 240 KB · 1 file | Employment · Statements | PDF · 240 KB | Oct 27 | ||
| Vehicle · Registration Nov 3 · 0 files | Vehicle · Vehicles | Registration Nov 3 | Oct 23 | ||
| Personal · Brother · 0 files | Personal · Emergency Contacts | Brother | Oct 21 | ||
| Insurance · Policy 88-31-2044 · 0 files | Insurance · Property Insurance | Policy 88-31-2044 | Oct 16 | ||
| Employment · Since 2021 · 0 files | Employment · Employers | Since 2021 | Oct 11 |
Older
| Name | Category | Details | Updated | Actions | |
|---|---|---|---|---|---|
| Health · Primary care · 0 files | Health · Providers | Primary care | Oct 8 | ||
| Personal · PDF · 1.2 MB · 1 file | Personal · Certificates | PDF · 1.2 MB | Oct 1 | ||
| Finance · Filed Apr 2026 · 1 file | Finance · Tax Returns | Filed Apr 2026 | Sep 26 | ||
| Property · Lease · 2021 to 2026 · 0 files | Property · Real Estate | Lease · 2021 to 2026 | Sep 21 | ||
| Health · Severe · 0 files | Health · Allergies | Severe | Sep 11 | ||
| Education · B.S. · 2016 · 0 files | Education · Schools | B.S. · 2016 | Aug 12 |
Nothing matches.
Favorites
| Name | Category | Details | Updated | Actions | |
|---|---|---|---|---|---|
| Personal · Expires May 2031 · 1 file | Personal · Identification | Expires May 2031 | Nov 8 | ||
| Other · PDF · 1 file | Other · Unfiled | Nov 7 | |||
| Health · Once daily · 0 files | Health · Medications | Once daily | Nov 5 | ||
| Finance · Checking · •••• 4821 · 0 files | Finance · Cash Accounts | Checking · •••• 4821 | Nov 4 | ||
| Personal · Expires Mar 2029 · 0 files | Personal · Identification | Expires Mar 2029 | Nov 1 | ||
| Insurance · Term · $500,000 · 0 files | Insurance · Life Insurance | Term · $500,000 | Oct 29 | ||
| Employment · PDF · 240 KB · 1 file | Employment · Statements | PDF · 240 KB | Oct 27 | ||
| Vehicle · Registration Nov 3 · 0 files | Vehicle · Vehicles | Registration Nov 3 | Oct 23 | ||
| Personal · Brother · 0 files | Personal · Emergency Contacts | Brother | Oct 21 | ||
| Insurance · Policy 88-31-2044 · 0 files | Insurance · Property Insurance | Policy 88-31-2044 | Oct 16 | ||
| Employment · Since 2021 · 0 files | Employment · Employers | Since 2021 | Oct 11 | ||
| Health · Primary care · 0 files | Health · Providers | Primary care | Oct 8 | ||
| Personal · PDF · 1.2 MB · 1 file | Personal · Certificates | PDF · 1.2 MB | Oct 1 | ||
| Finance · Filed Apr 2026 · 1 file | Finance · Tax Returns | Filed Apr 2026 | Sep 26 | ||
| Property · Lease · 2021 to 2026 · 0 files | Property · Real Estate | Lease · 2021 to 2026 | Sep 21 | ||
| Health · Severe · 0 files | Health · Allergies | Severe | Sep 11 | ||
| Education · B.S. · 2016 · 0 files | Education · Schools | B.S. · 2016 | Aug 12 |
Star items to pin them here
Personal
Personal
Identification
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Personal · Expires May 2031 · 1 file | Expires May 2031 | Avery Lin | Nov 8 | ||
| Shared · Personal · Expires Mar 2029 · 0 files | Expires Mar 2029 | – | Nov 1 |
Emergency Contacts
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Personal · Brother · 0 files | Brother | – | Oct 21 |
Certificates
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Personal · PDF · 1.2 MB · 1 file | PDF · 1.2 MB | – | Oct 1 |
Nothing in Personal yet
Use Add to scan, upload or enter details.
Health
Health
Providers
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Health · Primary care · 0 files | Primary care | – | Oct 8 |
Allergies
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Health · Severe · 0 files | Severe | – | Sep 11 |
Medications
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Health · Once daily · 0 files | Once daily | Dr. Rivera | Nov 5 |
Nothing in Health yet
Use Add to scan, upload or enter details.
Employment
Employment
Employers
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Employment · Since 2021 · 0 files | Since 2021 | – | Oct 11 |
Statements
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Employment · PDF · 240 KB · 1 file | PDF · 240 KB | Avery Lin | Oct 27 |
Nothing in Employment yet
Use Add to scan, upload or enter details.
Finance
Finance
Cash Accounts
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Finance · Checking · •••• 4821 · 0 files | Checking · •••• 4821 | – | Nov 4 |
Tax Returns
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Finance · Filed Apr 2026 · 1 file | Filed Apr 2026 | – | Sep 26 |
Nothing in Finance yet
Use Add to scan, upload or enter details.
Insurance
Insurance
Life Insurance
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Insurance · Term · $500,000 · 0 files | Term · $500,000 | Sam Okafor | Oct 29 |
Property Insurance
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Insurance · Policy 88-31-2044 · 0 files | Policy 88-31-2044 | – | Oct 16 |
Nothing in Insurance yet
Use Add to scan, upload or enter details.
Vehicle
Vehicle
Vehicles
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Vehicle · Registration Nov 3 · 0 files | Registration Nov 3 | – | Oct 23 |
Nothing in Vehicle yet
Use Add to scan, upload or enter details.
Property
Property
Real Estate
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Property · Lease · 2021 to 2026 · 0 files | Lease · 2021 to 2026 | – | Sep 21 |
Nothing in Property yet
Use Add to scan, upload or enter details.
Education
Education
Schools
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Education · B.S. · 2016 · 0 files | B.S. · 2016 | – | Aug 12 |
Nothing in Education yet
Use Add to scan, upload or enter details.
Other
Other
Unfiled
| Name | Details | Shared with | Updated | Actions | |
|---|---|---|---|---|---|
| Shared · Other · PDF · 1 file | – | Nov 7 |
Nothing in Other yet
Use Add to scan, upload or enter details.
SmartShares
No live shares. Tick “Show expired and revoked” to see the rest.
Nothing shared with you
When someone shares from their vault, it lands here.
Avery Lin
PersonActive View only Expires in 7d
Revoke access for Avery Lin? They lose access right away.
Items · 2 items
- Passport United StatesPersonal · Identification · View only · expires in 7d
- Pay stub March 2026Employment · Statements · View only · expires in 7d
Dr. Rivera
PersonActive View and download Expires in 30d
Revoke access for Dr. Rivera? They lose access right away.
Items · 1 item
- Lisinopril 10 mgHealth · Medications · View and download · expires in 30d
Sam Okafor
PersonAwaiting signup View only Expires in 14d
Revoke access for Sam Okafor? They lose access right away.
Items · 1 item
- Evergreen LifeInsurance · Life Insurance · View only · expires in 14d
Account activity
180-day detail window: detailed field history can be compacted over time, while older activity may still appear in this list.
- Document Added · Lease agreement11/07/26
- SmartShare Added11/07/26
- Medication Updated · 1 field changed11/05/26
- Cash Account Updated11/04/26
- ID Added · Driver License Nevada11/01/26
- Vehicle Added10/23/26
- Employer Updated10/11/26
Settings
Account information
- Account type
- Premium
- alex.brooks@example.com
- Password
- ••••••••••
- Phone number
- (775) 555-0100
- Email preferences
- Plan reminders and sharing
- Alert preferences
- Expiring records
- Notifications
- On
- Time zone
- Pacific Time
Two-factor authentication
- Authenticator app
- On
- Text message
- Off
- Recovery codes
- 10 unused
Passkeys
- This device
- Added
Connected accounts
- Bank connections
- None
Account attributes summary
- Vaults
- 1
- Items
- 17
- Files
- 5
Security
- Sign-in history
- Last 30 days
- Trusted devices
- 1
Account deletion
- Delete account
- Removes your vault and files
Results for “”
| Name | Category | Details | Updated | Actions |
|---|
Nothing in your vault matches “”.
Personal
Health
Employment
Finance
Insurance
Vehicle
Property
Education
Personal
Insurance
Details
Saved fields for this vault record · Personal.
- ID type
- Passport
- Number
- •••• 7291
- Issued by
- U.S. Department of State
- Country
- United States
- Place of birth
- Reno, Nevada
- Status
- Current
- Date issued
- 05/20/2021
- Expiration date
- 05/19/2031
- Class
- –
- Notes
- –
Attached documents
1 fileUpload a file, or attach one already in your vault.
Details
Saved fields for this vault record · Health.
- Medication
- Lisinopril
- Dose
- 10 mg
- Frequency
- Once daily
- Prescriber
- Dr. Rivera
- Started
- 02/10/2024
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Finance.
- Institution
- Harbor Federal
- Account type
- Checking
- Number
- •••• 4821
- Routing
- •••• 0071
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Personal.
- ID type
- Driver's License
- Number
- •••• 3310
- Issued by
- Nevada
- Country
- United States
- Status
- Current
- Date issued
- 03/14/2021
- Expiration date
- 03/14/2029
- Class
- C
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Insurance.
- Carrier
- Evergreen Life
- Policy number
- EL-44-2019
- Coverage
- $500,000
- Term
- 20 years
- Beneficiary
- Sam Brooks
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Vehicle.
- Year
- 2019
- Make
- Toyota
- Model
- Camry
- VIN
- •••• 7HJ2
- Plate
- NV · 482 KLM
- Registration renews
- 11/03/2026
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Personal.
- Name
- Sam Brooks
- Relationship
- Brother
- Phone
- (775) 555-0142
- sam.brooks@example.com
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Insurance.
- Carrier
- Pinecrest Mutual
- Policy type
- HO-3
- Policy number
- 88-31-2044
- Property
- 412 Elm St
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Employment.
- Employer
- Acme Corp
- Title
- Operations lead
- Start date
- 06/01/2021
- Manager
- Jordan Lee
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Health.
- Name
- Dr. Maya Rivera
- Specialty
- Primary care
- Practice
- Riverside Clinic
- Phone
- (775) 555-0190
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Finance.
- Tax year
- 2025
- Filing status
- Single
- Filed
- 04/10/2026
Attached documents
1 fileUpload a file, or attach one already in your vault.
Details
Saved fields for this vault record · Property.
- Address
- 412 Elm St
- City
- Reno, Nevada
- Held as
- Lease
- Term
- 2021 to 2026
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Health.
- Allergen
- Penicillin
- Severity
- Severe
- Reaction
- Hives
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Details
Saved fields for this vault record · Education.
- School
- State University
- Degree
- B.S.
- Graduated
- 2016
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
410 KB
240 KB
1.2 MB
Details
Saved fields for this vault record.
Attached documents
0 filesUpload a file, or attach one already in your vault.
No attachments yet.
Are you sure you want to delete this item? This action cannot be undone.
Changed by Alex Brooks
Changed fields
Expiration date
From 05/19/2026
To 05/19/2031
Status
From Expired
To Current
This is part of TagData Premium.
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Short guides to the things you'll do most. Each one ends with a link back into this vault, on the right screen.
- Add an item to your vault
Three ways in: scan, upload or type.
- Scan a document to fill a form
A photo of an ID or insurance card fills the record for you.
- Upload a document
Keep a PDF, photo or Word file and file it where it belongs.
- Share records with a SmartShare
Exactly the items someone needs, with an expiry, and a log of every open.
- Revoke a SmartShare
Cut off access to everything, or to one item.
- Add a vault for someone you look after
A child's or a parent's records in their own vault.
- Ask the vault assistant
Plain-words questions, answered from your own records.
- Sign in with a passkey
Face ID, Touch ID or your device unlock instead of a password.