The Platform
Client experiences, staff workflows, document management, and communications — unified by intelligence
Keyveve unifies your firm's engagement workflow in one platform, with AI agents handling intake, classification, routing, and client follow-ups across Tax, Audit, CAS, Advisory, and Wealth Management.
Client Experience
A single, intelligent place for every client engagement
Keyveve gives each client one secure portal for every engagement across Tax, Audit, CAS, Advisory, and Wealth Management. They upload documents, track outstanding items, complete forms, sign deliverables, and message your team while AI classifies and routes each upload in real time.
Staff Command Center
Manage every engagement — with AI agents handling the operational work
Staff manage the full engagement lifecycle in one workspace: templates, assignments, deadlines, and progress from intake to delivery. AI classifies documents, generates PBC items, routes submissions, and follows up on missing items.
Agentic Document Intelligence
Every document read, classified, and routed — autonomously
When clients or staff upload documents, AI classifies the type, extracts key information, verifies it against PBC needs, routes it to the right engagement, and flags low-confidence items for review.
Document Studio
AI-powered DMS, productivity, and team collaboration suite for your entire firm
Document Studio is a secure DMS and productivity suite where AI organizes documents into the right client and engagement folders. Deep research agents analyze client work, wealth reporting, and internal operations from one shared workspace.
Communications & Email
Every conversation and email — intelligently routed to the right engagement
Internal messaging, client communications, and email triage stay linked to each engagement, so teams collaborate in context instead of searching inboxes.
Internal Team Messaging
Encrypted staff conversations linked to each engagement.
Client Communications
Secure client messaging tied to the right engagement.
Email Triaging
Microsoft 365 email triage that routes and categorizes messages by engagement.
Automated Notifications
Digest emails and alerts keep teams and clients informed without manual follow-up.
How It Works
Up and running in weeks, not months
Keyveve fits into existing operations with minimal disruption; our team handles migration, setup, and training.
Set up your engagements
Create engagements for any service line, apply workflow templates, assign staff, and configure PBC checklists. Keyveve's agents adapt to your firm's processes.
Invite your clients
Clients access a modern portal to upload documents, complete questionnaires, sign forms, and track progress — with AI processing everything the moment it arrives.
Agents handle the rest
Documents are autonomously classified and routed. Missing items are chased automatically. Organizers are parsed into PBC items. Your team reviews, approves, and delivers.
Set up your engagements
Create engagements for any service line, apply workflow templates, assign staff, and configure PBC checklists. Keyveve's agents adapt to your firm's processes.
Invite your clients
Clients access a modern portal to upload documents, complete questionnaires, sign forms, and track progress — with AI processing everything the moment it arrives.
Agents handle the rest
Documents are autonomously classified and routed. Missing items are chased automatically. Organizers are parsed into PBC items. Your team reviews, approves, and delivers.
See the platform in action
Book a demo to see how Keyveve unifies engagement workflows while AI agents handle intake, classification, routing, and follow-ups.