Who it's for / Accountancy firms
Every client's records, arriving named, filed and complete.
Your clients connect their inboxes once. KeyFile finds their receipts, invoices, statements and certificates, files each one under the right business and tax year, and keeps a live register your team can open. Year end starts with a register, not a carrier bag.
What arrives in your practice, without chasing
Across every Gmail and Outlook account you connect, including attachments inside long reply chains. Each one is named the same clear way: date, type, supplier, detail.
- Purchase invoices and receipts
- Bank and credit card statements
- CIS payment and deduction statements
- Mortgage and loan statements
- Insurance schedules
- Utility bills
- Rent statements from letting agents
- Certificates and licences
Deadlines it keeps in view for every client
Dates come from the documents themselves and land in your calendar or Todoist well before they are due.
- Making Tax Digital quarterly updates
- Due by the 7th of the month after each quarter for clients in MTD for Income Tax.
- Self Assessment balancing payment
- 31 January, with the register ready long before.
- Missing receipts
- Bank debits with no matching document, listed per client so the chase list writes itself.
- Client compliance dates
- Insurance, licences and certificates found in client inboxes, with reminders to the client.
Filed the same way, every time
One structure for every business, site or property you run, in your own Google Drive or OneDrive, or in KeyFile's encrypted vault. When KeyFile is not sure where something belongs, it asks once and remembers the answer.
- Never sends or deletes mail
- Asks instead of guessing
- Every move can be undone
- Your existing Drive can be rebuilt too
- J. Okafor
- Okafor Plumbing
- 2026-27
- Expenses / 2026-09-02 Invoice, plumbing merchant, copper fittings.pdf
- CIS / 2026-09-19 CIS Statement, Main Contractor Ltd, August.pdf
- S. Patel
- Woodstock (rental)
- 2026-27 / Repairs / 2026-09-14 Invoice, Mike's Plumbing, leaking tap.pdf
See it work in 80 seconds
A gym, a café, a plumber and a landlord. One way of finding, filing and remembering their paperwork.
What the practice gets
- Every client who has granted access, in one list
- A register per client, business and tax year, every row a link to the document
- Missing receipts matched against the bank
- CSV and Excel export shaped to your working papers
- Client access you can see and the client can revoke
- Wholesale pricing per client and a referral share for practices whose clients pay KeyFile directly
Free during the pilot
KeyFile is running a six month pilot with accountancy firms and their clients. Tell us about your business and we will set it up with you on a short call.