For Business

Give your clients something they’ll actually use.

KeepSave for attorneys, financial advisors, banks, and HR teams. A value-added service your clients have been waiting for.

Attorney firmsFinancial advisorsBanks & insurersHR & employee benefitsEstate agents
Who it’s for

Built for South African professionals.

⚖️

Attorneys

Help clients prepare their estate paperwork before it becomes urgent.

📊

Financial Advisors

Give clients a secure home for the documents you help them create.

🏦

Banks & Insurers

A compliant, branded vault for policy documents and beneficiary records.

👥

HR Teams

Employee benefit: every staff member gets a protected will and document vault.

🏡

Estate Agents

Help clients organise property documents from day one.

Three steps to adding KeepSave to your practice.

1

Apply for a pilot

Fill in the form below. We'll set up your business account.

2

Get your business dashboard

Manage client invitations and see adoption at a glance.

3

Invite your clients

Send KeepSave invitations by email or SMS from your dashboard.

4

Your clients are protected

Each client gets their own secure will + vault. You get the credit.

Why businesses choose KeepSave

🛡️

White-label ready

Your logo, your brand, your clients.

📊

Business dashboard

See who's onboarded, active, and protected.

🔒

Compliant by design

POPIA-aligned. Documents stored securely in South Africa.

💌

Client retention

A service clients thank you for every year.

📱

No app needed

Fully browser-based. Works on any device.

🤝

Dedicated support

An onboarding specialist for your business setup.

Simple partner pricing.

Pilot

Up to 10 clients free for 60 days

  • Up to 10 clients free for 60 days
  • Basic business dashboard
  • Email support
Start pilot
Most popular
Partner

Unlimited clients

  • Unlimited clients
  • Branded dashboard
  • Priority support
  • Bulk SMS invites
Apply to partner →
Enterprise
Custom

Tailored to your organisation

  • White-label branding
  • API access
  • Dedicated account manager
  • SLA
Contact us

Apply to become a KeepSave partner.

Takes 2 minutes. We’ll be in touch within one business day.

No commitment required. We’ll follow up within one business day.