The EIN, last year's return, the key contacts, where the logins live — one continuity vault per client, kept current by them, with your firm granted access by email domain.
Estimates, sales tax, annual reports — each client's vault reminds them automatically, and their returns are a click away. Deadlines stay met, and the answer's already there when you need it.
When an owner dies, sells, or walks away, it's not archaeology — you open one vault and it's all there and current: the EIN, the returns, the contacts, where the logins live.
A continuity offering clients pay for and stay for — proactive value that runs off a vault they keep current, not your partners' hours.
Every client vault with a readiness meter and overdue / due-soon flags, so triage takes a glance instead of a spreadsheet.
Send clients to Keystead and tell us who you referred — we credit it to your firm. (Automated firm links are on the way.)
They add their own details — or you bill a Guided Setup session and do it with them on a screen-share.
By email domain, standing view or editor access. You decide per client whether you're read-only or keep their filings current. With editor access, your firm can also hand a client's named successor full access the day it's needed — the handoff is a click, not an archaeology dig. Every access change is logged with who made it.
Earn 25% of the first year and 10% of renewals on every client you send — with no promo code for your client to remember and no discount off your own fees. And a Guided Setup session is an extra you can offer and bill at your own rate, if you choose.
Note: AICPA and many state boards restrict or require written disclosure of referral fees (especially for attest clients). Firms that can't accept one can simply recommend Keystead with no referral share — the tool still does the work, and there's nothing to disclose. We'll help you set up whichever fits your practice.
Client tax-return information should be entered or uploaded by the client themselves — or only with the client's prior written consent, which IRC §7216 generally requires before a preparer moves return information into a third-party service.
Your firm never holds client credentials — neither do we. Keystead points to where logins live; it doesn't store them. The client owns the vault. Every change is logged with who and when in a tamper-evident record — it can't be quietly rewritten through the app, so there's always a trustworthy history of who touched what.
I built Keystead Vault from years of hands-on tax and accounting work inside a CPA firm — the returns, the January document chase, the EIN hunt. It's the tool I kept wishing existed. It scores 12 continuity checks per client automatically, across 14 sections of business detail, so "ready to hand off" is a number your clients can watch climb.
Are you a firm willing to pilot Keystead with a few clients? We're offering the first partner firms free access in exchange for feedback — get in touch.
A 30-minute demo, or explore the live sample vault first — no signup, no client data.
Keystead