Skip to main content
Everything to run it today.
Everything to hand it off someday.

If something happened to you Friday, could anyone step in Monday?

The one place your family, partner, or CPA would look first — the EIN, the returns, the insurance, the key contacts, and how a successor reaches every login, so no one starts from zero.

Built by a CPA-firm COO12 continuity checks, scoredPasswords never stored
or
Free to build for 14 days. Keep it live for $100/year per business, capped at $300/year.
No card to start · Stripe checkout ·

We never store your passwords. Keystead holds the map — where each login lives — never the keys, so even we never hold a password to any of your accounts.

Right now, the plan is you.

The EIN in an old Google Drive. Last year’s return buried in your inbox. The bank login only you know. It all works — because you’re the one holding it together. But this Friday, if you couldn’t get to your desk, the honest answer is “nobody knows where anything is.” That’s not a plan. It’s a single point of failure, and it’s you.

No partner or successor lined up? It’s still someone’s to untangle — your spouse, your family, your accountant. This is the map you leave them.

You can fix this. Start with 20 minutes.

One secure place for everything they'd need — set it up once, keep it current, and stop carrying it all in your head. You can see exactly what's inside just below.

You never stare at a blank form.
New here? The “Walk Me Through It” walkthrough asks a few plain questions and fills the vault with you — one at a time, skip anything, nothing’s graded. Setting it up for a parent or an aging owner? Sit down together and answer as you go.
See how it works

Whatever you need it to be

Same vault, three depths — a simple handoff, a records vault, or a complete operating picture that keeps every deadline and detail in one place (alongside the tools you already use, not replacing them). Fill in only what earns its place.

Choose a depth above to see exactly what's inside — and take a quick tour of the real app. ↓
A closer look

Six ways it earns its keep.

Tap any card to open the detail; close it and keep going.

Why I Built This

The tool I kept wishing existed.

I'm the COO of ENGAGE CPAs, and I still do hands-on tax and accounting work — so I keep watching people who've built something real put it at risk for one avoidable reason: none of it is written down anywhere someone else could reach. Keystead Vault is what I kept wishing existed — one secure place an owner fills in once, so a family member, a successor, or their accountant is never left guessing.

12continuity checks, scored for you
14sections total — go as deep as you want
~20 minto a real first pass, essentials first
— Dave, Founder · Keystead Vault, a product of ScorpEase LLC
Founding customers
You’d be one of the first.

We’re onboarding our very first owners and CPA firms right now. Real customer stories will live here — join early and one of them could be yours. We’ll never post a quote we didn’t earn.

Simple, capped pricing

Free to build. From $100/year to keep it.

Build your whole vault free for 14 days — the EIN, the returns, the logins, all of it. Keep it live after that for $100 a year per business — capped at $300, however many you own, with your personal tax vault included and everyone you invite free.

Fill your whole vault free.
Build and preview everything free for two weeks — no card. Keep it live after that with a plan: your vault stays editable, reminders keep coming, and the live successor handoff and exports unlock. Card only when you subscribe.
$100/year per business
1 business $1002 businesses $2003 or more $300 (capped)
You only pay for businesses you set up — a business you co-own or that's shared to you is always free, as is everyone you invite, and your personal tax vault is included with any business plan. Never more than $300, however many you own.
  • Your data is yours — while your plan is active, export your vault anytime (PDF, CSV, or a full data backup; uploaded documents download separately), and anything you’ve exported is yours to keep for good
  • One place a buyer, a successor, or your family knows to look
  • Everything they’d need to keep the business running, take it over, or hand to a buyer
  • The instructions, contacts, and documents that would otherwise walk out the door with you
  • Your logins mapped, not stored — where each one lives and how a successor gets in, so we never become a honeypot for your passwords
Building your vault is free for 14 days — no card. After that, keep it live for $100/year per business, capped at $300 (3+ businesses are always just $300), personal tax vault included. We email you before each annual renewal — no surprises — and you can cancel anytime to stop future renewals. See Terms.
For accountants & advisors

See your whole client book’s readiness on one screen.

Stop chasing the same documents every February. One organized vault per client, kept current by them, your firm granted access by email domain.

Keystead for CPA Firms →

The best time to get ready is while everything's fine.

Whether you're planning to sell, thinking about stepping back, or just being smart about the unexpected, Keystead Vault is the one place that holds what the next person would need, ready long before anyone has to look for it.

Explore a live example before you enter a thing. Your real data only when you're ready.
Keystead Vault organizes your information — it’s not a will, trust, or transfer of ownership, and it isn’t legal, tax, or estate advice. See your attorney or CPA for those.