A business filing partner for CPAs, payroll companies, bookkeepers, and fractional CFOs
Your client asks you to form an LLC, register in another state, get a state tax account, or fix a filing. You keep the relationship. Keystone handles the filing work.
Filings we can execute for your clients
- LLC and corporation formations
- Foreign qualifications
- Annual and biennial reports
- Registered agent orders and changes
- State tax and employer registrations
- Amendments and dissolutions
- Good standing certificates
- NY LLC publication and other state-specific filings
Two ways to work with Keystone
White-label: you remain the client-facing firm and Keystone executes the filing behind the scenes.
Referral: introduce the client to Keystone and we handle the filing directly while keeping you in the loop as appropriate.
For firms that prefer not to use another portal, work can also be coordinated by email depending on the arrangement.
Why advisors use a filing partner
Stay in your lane
You can help the client without turning your team into a 50-state filing department.
Keep the client relationship
Keystone handles execution while your firm remains the trusted advisor.
One place for state work
Instead of finding a different vendor for each state or filing type, use one nationwide filing partner.
Need a filing partner for client work?
Keystone can support one-off overflow work or become the filing partner your firm uses whenever a client needs formation or state compliance execution.