Kveldo

Do my clients need to create accounts or remember passwords?

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.

Does Kveldo replace my tax preparation software?

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.

Is my client data secure? How does Kveldo handle sensitive PII?

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.