Key Tax

Keytax provides tax preparation, bookkeeping, payroll, planning, and IRS notice support for individuals and businesses. That is the short version of Key Tax. The job it does: recording transactions, reconciling banks and producing financial statements.

The natural audience is small businesses and their accountants. They also list Accounting, Bookkeeping and Payroll, Business Process Automation (BPA), Financial Services and Legal, so expect those to show up in the feature set. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Key Tax is based in Lemoyne, Pennsylvania. Their site is keytaxllc.com.

Our checklist for this category: bank feeds, multi-entity support, and accountant access. Get the renewal terms in writing before the first invoice.

If you have worked with Key Tax, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.