Keystead Vault

Keystead Vault is a centralized platform designed to store everything your family, successor, or CPA needs to maintain business operations. It provides a secure environment to organize critical information, ensuring your business can keep running today — and be successfully handed off in the future. You can set up your vault in as little as 20 minutes. For most small businesses, the real "continuity plan" is the owner's own memory: the EIN in an old Google Drive, last year's return buried in an inbox, the bank login only they know. It works — because one person is holding it together. But if that person suddenly can't get to their desk, the honest answer is "nobody knows where anything is." That's a single point of failure, and it's you. Keystead Vault gets it out of your head and into one organized place: • Business identity & tax profile — legal name, EIN, entity type, how it's taxed, formation details, and state entity/registration IDs • Filed tax returns — year by year, with who prepared them and where the files live • Deadlines that sneak up — annual reports, estimated taxes, and sales tax, each with due dates and reminders before they're due • Key contacts & service providers — CPA, attorney, banker, insurance agent, with a "call first" flag on the ones that matter • Insurance and operating documents • Where every login lives — mapped, not stored. Keystead points to where each credential is kept and how a successor gets in, so it never becomes a honeypot for your passwords • Successor instructions — what to do first, your wishes, what not to do, and who to notify, in your own words Two things make it more than a folder: • A readiness score shows exactly what's still missing, so "ready to hand off" becomes a number you can watch climb • A read-only Successor View lets a spouse, partner, successor, or accountant step in on the worst day with a calm "start here" view — no scavenger hunt Share the vault with the people who matter — a spouse, a successor, or your whole CPA firm by email domain — and every change to who has access is recorded. Export a printable Handoff document (PDF) anytime. Building your vault is free — fill everything in, invite people, and use the readiness score and reminders at no cost, no card. You only pay when you're ready to export or turn on the live successor handoff: $100/year per business, capped at $300, with a 14-day free trial and a 30-day money-back guarantee.