ScorpKeystead Vault · a ScorpEase product
One place for every deadline, every record, and everyone who’d need them.
Estimated payments. Sales-tax filings. Annual reports. Return due dates. None of them arrive with a reminder — the only thing standing between you and a late-filing penalty is remembering. And the EIN, the returns, the bank contact, the logins? Those work because you're the one holding them together.
Keystead Vault keeps track of both, so nothing slips and nobody's locked out.
No card required to build. Start with 20 minutes.
What it does
Three jobs, in the order you'll actually feel them.
Most owners come for the first one — a missed filing is the sting they have already felt once. The third is the reason they stay.
Every filing deadline in one place, with reminders before they're due — estimated payments, sales tax, annual reports, return due dates. Across every entity you own, not just the main one — because penalties compound quietly, one entity at a time.
The documents themselves — the operating agreement, the S-election letter, the filed returns, the insurance policies — plus the details around them: the EIN, how the entity is taxed, who prepared what, who to call. Out of your inbox and a drawer somewhere, into one place with a structure.
Invite a spouse, a partner, a successor, or your accountant. They start with a read-only "start here" view; when the day comes, you hand over full access. Gradual, not all-or-nothing.
What's inside
The things a stranger would need to run your business on Monday.
You choose how deep to go — a simple handoff, a full tax-and-records vault, or a complete command center. A readiness score across twelve continuity checks shows what's still missing, so "ready" is a number you can watch climb.
Keystead Vault points to where your logins live and how a successor gets in. It never copies the passwords themselves — so it never becomes a single honeypot for your credentials, and nobody ends up locked out either. It's the map, not the keys.
What it costs
- Free to build and preview your entire vault
- Your personal tax vault included
- Everyone you invite is always free
- 14-day free trial, then a 30-day money-back guarantee
Do you advise clients who could use this? Keystead for CPA firms.
If you couldn't get to your desk this Friday, could anyone step in Monday?
Right now, the plan is you. Twenty minutes is enough to change that — and the deadline reminders start working immediately.
Keystead Vault organizes your information — it is not a will, a trust, or a transfer of ownership, and it is not legal, tax, or estate advice. See your attorney or CPA for those.