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For Accounting & Consulting Firms

A single intelligent core across all your engagements

Powered by AI Agents

Keyveve unifies client experiences, staff workflows, document management, productivity, collaboration, and communications in one secure platform. AI agents handle intake, classification, routing, and follow-ups, so your firm serves clients better with less operational drag.

Keyveve Staff Dashboard — manage engagements across Tax, Audit, CAS, Advisory, and Wealth Management
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End-to-End Encrypted
Multi-Service Line
Agentic Automation
Role-Based Access
Audit-Trail Native

The Platform

Everything your firm needs to manage engagements — powered by AI agents

Keyveve brings your engagement workflow into one workspace, with AI agents handling document intake, classification, routing, and follow-ups.

Client Experience

Clients track status, upload documents, complete questionnaires, sign forms, and message your team in one hub while AI classifies each document on arrival.

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Staff Command Center

Manage engagements from creation to delivery across every service line while AI generates PBC items, classifies documents, follows up, and surfaces exceptions.

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Agentic Document Intelligence

AI reads, classifies, verifies, and routes each upload against PBC needs, extracting key data and flagging low-confidence items.

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Document Studio

A secure DMS and productivity suite where AI organizes documents by client and engagement, with research, search, version history, and audit trails.

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Contextual Communications

Encrypted team and client messaging, AI email triage, and automated notifications linked to the right engagement.

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Deep Research Agents

Ask questions across engagement and firm documents, then surface answers and insights in natural language.

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E-Signatures

Built-in e-signatures for engagement letters, returns, and deliverables at the right workflow stage.

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Client Experience

Give your clients a single, intelligent place for every engagement

Clients manage every engagement from one dashboard across Tax, Audit, CAS, Advisory, and Wealth Management. They upload documents, track requests, complete questionnaires, sign forms, and message your team while AI classifies uploads, updates outstanding items, and flags only what needs attention.

Real-time engagement status with intelligent request tracking
Documents processed, classified, and routed by AI agents on upload
Built-in e-signatures for engagement letters and deliverables
Direct, encrypted messaging with your staff
Keyveve Client Experience — clients see pending requests, engagement status, and projects across all service lines
Keyveve Staff Command Center — configure engagements across Tax, Audit, CAS, Advisory, and Wealth Management service types

Staff Command Center

Manage every engagement — with AI agents handling the operational work

Your team manages engagements from setup to delivery in one workspace. Configurable templates, assignments, and deadlines pair with AI agents that generate PBC items, analyze documents, route submissions, and chase missing items.

Engagement creation with service-specific workflow templates
AI agents generate PBC items directly from organizers — with tax return support on the roadmap
Autonomous document classification, deep analysis, and intelligent routing
Automated follow-ups for missing items — no manual chasing
Staff assignment, deadline tracking, and stage-gated workflows

Document Studio

AI-powered DMS, productivity, and team collaboration suite for your entire firm

Document Studio combines secure DMS, productivity, and collaboration in one workspace. AI organizes documents by client and engagement, extracts key information, powers search and research, and preserves version history and audit trails.

AI agents organize and sort every document by client, engagement, and type — automatically
Deep research agents for any document — advisory, wealth management, and firm operations
Intelligent search across your firm's entire document library
Compliance-ready audit trails with full version history and role-based access
Keyveve Document Studio — AI-powered document management organized by client with folder structure and document counts

The Core

One core. Every service line. Every engagement.

KEYVEVECORETaxAuditCASAdvisoryWealthAgents

Service Lines

One platform for every service line your firm operates

Keyveve manages tax, audit, advisory, and more in one workspace, with AI agents adapting to each service line's workflows, document needs, and client communications.

Tax

Individual, corporate, partnership, S-corp, and trust returns

Audit

Financial statement audits, reviews, and compilations

CAS

Client accounting services, bookkeeping, and outsourced CFO

Advisory

Strategic advisory, exit planning, and consulting

Wealth Management

Financial planning, portfolio reporting, and fiduciary services

Ready to bring your firm's engagement workflows together?

Book a personalized demo to see how Keyveve unifies client experiences, staff workflows, and document management with AI agents handling the operational work.