In production with firms — through a full filing season

Stop Chasing Clients.
Start Growing Your Firm.

One platform for clients, work, documents, e-signature, time, billing and bank statement conversion — with a client portal your clients will actually open. One flat price for the whole firm. Live the same day you sign up.

Get early access See how it works

Self-serve signup opens October 12, 2026. Leave your address and you will be first in.

✓ No credit card ✓ Live the same day ✓ 98.5% field accuracy, 2,850 statements ✓ Unlimited client seats, every plan
$0
Per envelope. Per client. Per page.
Workflow dashboard
The Kveldo workflow dashboard for an accounting firm: 401 open work items, 99 due in 14 days, 78 overdue and 3,203 completed, beside lists of new client uploads and unread client messages.
1 Day
Average setup time
We Know Your Busy Season

Every Accounting Firm Faces
These Painful Realities

55.5% of firms cite workflow inefficiency as their #1 challenge. Firms waste an average of 9.3 hours per week chasing clients for documents.

01

Document Chase Exhaustion

Clients emailing SSNs, texting photos of W-2s, dropping off envelopes — and you spend March chasing the ones who haven’t sent anything yet.

9.3 hours a week, chasing
02

Clients Won’t Use Portals

The category’s most universal complaint. Older clients forget passwords and call, text and email anyway — which defeats the whole point of having bought a portal.

Under 15% ever log in
03

Security & Compliance Fear

Tax preparers are “financial institutions” under Gramm-Leach-Bliley, so the FTC Safeguards Rule applies and a written security plan is required. Emailing SSNs is not just risky.

The Safeguards Rule already applies
04

Software That Costs Too Much

Some platforms require annual prepay and six to eight weeks to set up. Others stack modules until a ten-person firm is paying four figures a month. There is a better way.

Past $1,000/mo at ten staff
How It Works

Live in Three Steps.
Not Six Weeks.

Other platforms take 6-8 weeks to set up. Kveldo gets your entire firm operational in a single day — often in hours.

1

Sign Up & Import

Create your account, choose your plan, and import existing clients via spreadsheet or your current platform's CSV export. Pre-built templates configure your workflow in minutes.

Minutes
2

Invite Your Clients

Invite your clients by email. They set a password once, enroll an authenticator, and land in your branded portal ready to upload from any device — with “remember this device” keeping them signed in for 30 days at a time after that.

Same day
3

Organize. Automate. Grow.

Manage work on your WIP board, let AI extract intake data, hit every deadline on your calendar, and watch your firm run like it always should have.

From day one
Client Portal

The Portal Your Clients
Will Actually Use

Most client portals see adoption rates below 15%. That means the majority of clients are still emailing, calling, and texting you — which is exactly why you're still chasing documents in March.

Kveldo's answer is not to weaken the front door. It is to make what sits behind it worth opening: one needs your attention panel with the two things that are actually waiting on them, and nothing else.

  • One panel, not a filing cabinet

    Clients open to needs your attention — the documents you asked for and the message you sent. Your internal complexity stays internal.

  • Unlimited Free Client Seats

    Client growth never raises your bill. Add 5 clients or 500 — their portal access is always free.

  • Works for Every Client

    Works for clients over 60 who've never used a portal, and mobile-first for younger clients. Photo-to-PDF capture from any smartphone.

Learn about the portal
Client portal · Ethan Vandermolen
The client portal as a client sees it, carrying the firm’s own branding rather than Kveldo’s: one needs-your-attention panel with the two documents actually waiting on them.
AI Powered

AI That Reads Your Intake Forms
So You Don't Have To

48-50% of accounting firms plan to use AI to scan documents into their workflow. Kveldo ships this on day one — built into the core platform, not a separate module you pay extra for.

When a client uploads a Company Info form, W-4, or W-9, Kveldo's AI reads it, extracts the data, and pre-fills the client record for your review. You review, correct if needed, click save.

  • Reads Scans and Handwriting

    Works on Company Info, Personal Tax intake, W-4, and W-9 forms. Handles handwritten and scanned PDFs.

  • Review-Then-Save Model

    AI pre-fills — you review. Nothing saves until you approve, and the original upload is kept beside the extraction so you can check every field against the source.

  • Included on Every Plan

    No add-on fee, on the $79 plan and the $699 plan alike. A bigger plan buys AI allowance, not permission.

Explore the AI features
AI intake · pre-filled for review
A new client record opened straight from an AI extraction: a banner states the form was pre-filled from an AI extraction and asks staff to review every field before saving, above the company name, phone, email, address and business code already filled in.
Enterprise-Grade Security

Your Clients Trust You
With Their Sensitive Data

SSNs, EINs, driver's licenses, bank routing numbers — your clients hand you the most sensitive data in their financial lives. Kveldo treats that with the seriousness it deserves.

PII encrypted at rest and never written to logs — on every plan, not as an upgrade.

View Security Architecture
PII Encryption At Rest

SSNs, EINs, DL numbers, and bank account data encrypted at database level using AES-256. Never stored in plain text.

UI Data Masking

Sensitive fields display as ••••••7890 in the interface. Staff see only what they need. No raw SSNs on screen or in logs.

FTC Safeguards Compliant

Built to meet FTC Safeguards Rule requirements that apply to tax preparers, CPAs, and bookkeepers.

The controls your WISP describes

Kveldo is not your Written Information Security Plan — that document is yours to write. It is the system most of it describes: access control, MFA, encryption, audit trail and secure disposal.

Isolated cloud infrastructure

Tenant isolation, automated backups and a 99.9%+ uptime commitment. Your data never mixes with another firm’s.

Multi-Tenant Isolation

Each firm's data is isolated at the data layer, beneath the application, rather than by a filter in code.

The Arithmetic of a
Small Firm's Week

The first two figures are what the profession reports. The second two are what Kveldo charges — and what it does not.

Get early access
  • 9
    .3 hrs
    Avg. hours/week firms
    spend chasing client docs
  • 55
    %
    Of firms cite workflow
    inefficiency as #1 challenge
  • 0
    $
    Per signature envelope,
    per client seat, per page
  • 79
    $/mo
    Flat starting price —
    unlimited client seats
Evidence, not adjectives

Every claim on this page is one you can check yourself.

Software marketing runs on assertions. These four are different: each one is either measured by the product in your own numbers, or verifiable by someone who does not want to take our word for it.

It reports what it returned you

Nine instrumented value streams, converted to dollars at your labor rates, charted against what you have paid, with the crossover month named. Emailed monthly. Some components subtract — if extraction quality slips, the number falls.

The reconciliation is not advisory

A converted statement must balance to the penny, with a one-cent tolerance, and cannot be accepted while it does not. That is a check you can try to break during the trial with a real statement from a real client.

Two-factor cannot be switched off

Not hidden — the page that disabled it was deleted from the application, and the route returns 404 for every role including ours. A competitor who lets a firm turn MFA off cannot copy that without upsetting the customers who rely on it.

Support access you can audit

If we enter your firm to fix something, the session is time-limited, capability-restricted and disclosed to you by email — and you can export seven years of those records yourself, including the date you were told about each one.

Judge it on your own work.

Firms have been running their practices on Kveldo in production for four months, through a completed filing season. Take the fourteen days, put a real bank statement and a real chart of accounts through it, and see what it does with the work that is actually on your desk this week.

Get early access
Simple pricing

Priced by the firm, not by the head.

Everyone else in this category charges per user, so hiring a January temp raises your software bill. Kveldo charges one flat price for a band of staff, and clients never count at all — every tier gets the whole platform.

Solo $79/mo 1 staff seat
Team $199/mo Up to 5 staff
Firm $399/mo Up to 15 staff
Premium $699/mo Up to 25 · white-label
See what each plan includes See everything included
FAQ

Frequently Asked Questions

Most firms are fully operational on the same day they sign up — often in 2-4 hours. You import your client list via spreadsheet, configure your WIP status codes, and start sending portal invitations. There's no lengthy onboarding call, no 6-week implementation, and no consultant required.

Your client is invited by email and sets a password once, then enrols an authenticator app. After that, “remember this device” keeps them signed in on their own phone or laptop for 30 days at a time, so the code is not a daily tax. We took the harder road here deliberately: the FTC Safeguards Rule requires multi-factor authentication on systems holding customer information, and a portal that skips it puts your firm out of compliance rather than the vendor. Every account on Kveldo has it, staff and client alike, and there is no setting — for you, for us, or for anyone — that turns it off.

No — Kveldo is practice management and client portal software, not tax preparation software. You continue using your existing tax software to prepare and file returns. Kveldo manages the workflow around that: collecting documents from clients, tracking where each return stands in your process, organizing client information, and managing deadlines and communication.

Kveldo charges one flat monthly price for the whole firm, banded by how many staff you have: Solo $79 for one person, Team $199 for up to five, Firm $399 for up to fifteen, and Premium $699 for up to twenty-five with full white-label. Client portal users are always free and always unlimited. There are no module fees, no per-seat creep, no setup or onboarding fees, and no per-envelope charge for e-signature. The one metered item is AI tokens, with a monthly allowance included in every plan and overage billed at $15 per million — billed, never blocked mid-conversion. Month to month, cancel anytime.

Yes. SSNs, EINs, driver's license numbers, and bank account data are encrypted at the database level using AES-256. In the UI, those fields appear as ••••••7890 — never displayed in plain text. Data is isolated per firm, encrypted in transit, and reached only through role-based access controls. These controls are the ones a Written Information Security Plan has to describe, so your WISP can reference them directly — but the plan, the risk assessment and the staff training remain your firm’s responsibility, not something software can discharge.

See all 20 questions

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Fourteen days, no card, nothing held back. Import your client list, convert a real bank statement, send a real engagement letter — and decide with your own work rather than a demo file.

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  • 14
    Days
    Free trial,
    no card needed
  • 1
    Day
    Average time
    to go live