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Keystead Vault is a business continuity and succession platform for small-business owners and the accountants and family members who support them. It centralizes everything needed to run, take over, or sell a business in one secure place—the EIN and entity/tax details, filed tax returns, key contacts and service providers, insurance, operating documents, and pointers to where every login is kept (mapped, never stored). It automatically tracks the deadlines that slip through the cracks—annual reports, estimated taxes, and sales tax—with email reminders before each due date, and a continuity readiness score shows exactly what's still missing. A read-only Successor View and a printable Handoff PDF let a spouse, partner, successor, or CPA step in without a scavenger hunt. Owners can share a vault with individuals or a whole firm by email domain, with a full record of who has access. Ideal for solo owners, multi-entity owners, and CPA/advisory firms managing continuity for their clients.

Keystead Vault galima rasti Document Management & eSignature Tools, Compliance Management Software kategorijos.