If you couldn't get to your desk this Friday, could anyone step in?

Right now, the plan is you. The EIN, last year's return, the bank contact, where the passwords live — it all works because you're the one holding it together. Keystead Vault is one secure place to put it all, so your family, a successor, or your accountant could keep things running, take over, or sell — on your terms.

What it is

What it does for you

• Never miss a deadline. Estimated payments, sales-tax filings, annual reports, and tax-return due dates in one place, with reminders before they're due — so nothing slips through, for you or whoever's covering.
• Keep the tax picture straight. Entity type, how it's taxed, the EIN, and every filed return with who prepared it, so a successor or a new CPA can pick up mid-year without a scavenger hunt.
• Know exactly who to call. Your CPA, attorney, banker, insurance agent, and key contacts — with a "call first if I'm not here" flag on the ones that matter most.
• Point to where every login lives. Not the passwords, just where they are — so nothing sensitive sits in one basket, but nobody's locked out either.
• Leave instructions in your own words. What to do first, what you'd want done with the business, what not to do, and who to tell — so whoever takes over acts the way you would.

Why your advisor recommends it

• They can see what they need to help you — the return, the contacts, the deadlines — without the yearly document chase.
• If something happens, your business isn't left as a scramble for your family or your firm. A successor starts with a calm, read-only "start here" view — and when the day comes, you or your advisor can hand them full access to take everything over.
• A simple readiness score shows exactly what's still missing, so "ready to hand off" is a number you can watch climb.
• You decide who sees it, and every change to who has access is recorded — so there's always a clear record of who did what.