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. The passwords themselves stay 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 an advisor you've made an editor) 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.