Smart Tax Intake
Step-by-step guided questionnaire that only asks what applies to you. Save your progress and return anytime.
Secure Tax Intake Platform by Legacy Key Tax Services
Your Tax Return,
Done Right.
KeyFlow makes tax preparation simple, secure, and stress-free. Complete your intake online, upload documents from your phone, and track your return every step of the way.
256-bit Encryption
IRS Compliant
Mobile Friendly
Everything You Need in One Place
KeyFlow handles the complexity so you can focus on what matters — getting your taxes done correctly.
Secure Document Upload
Upload your W-2s, 1099s, and ID from your phone or computer. Organized automatically by category.
Direct Communication
Message your tax preparer directly inside the platform. No lost emails, no confusion.
Real-Time Status
Know exactly where your return stands at every step — from intake through funding.
Bank-Level Security
Your sensitive information is encrypted and protected. We follow IRS security guidelines.
Quality Reviewed
Every return goes through a multi-step quality review before filing.
How KeyFlow Works
From start to funded in six simple steps.
01
Create Your Account
Register in minutes. Your information is secure from the start.
02
Complete Your Intake
Answer guided questions about your tax situation. Save and return anytime.
03
Upload Documents
Securely upload your tax documents organized by category.
04
We Prepare Your Return
Your assigned preparer reviews everything and prepares your return.
05
Review & Sign
Review your completed return and sign electronically.
06
Filed & Funded
We file your return and track your refund through funding.
Always Know Where You Stand
No more wondering about your return. KeyFlow shows you a clear, simple status at every stage — from the moment you start to the day your refund arrives.
Getting Started
Documents Needed
In PreparationCurrent
4
In Review5
Signature Needed6
Filed7
Accepted8
CompletedKF
KeyFlow DashboardReturn Status
In Preparation
Intake Progress
75% complete
Your preparer: Jordan Williams
Available Mon–Fri, 9am–6pm EST
Available Mon–Fri, 9am–6pm EST
Ready to Get Started?
Join thousands of clients who trust Legacy Key Tax Services with their returns.