Sponsor KeepWiz for a client. They stay in control.
Sponsorship is available in Australia today and still in development for other countries. If you’d like it where you are, join the waiting list and tell us what you’d want — it genuinely shapes what we build next.
Give your clients something useful long after the current work is finished. By sponsoring KeepWiz — as a broker, adviser, accountant, lawyer, planner, or in any other client-facing role — you give a client a Household Continuity System: the people, accounts, assets, documents and due dates their household relies on, organised in one place the household controls.
When they next need to answer a document request, prepare for a professional conversation or help someone they trust step in for a few days, the groundwork is already there. That can make future requests easier — but the value does not depend on the client returning to you. Sponsorship is simply a practical gift that stays useful to them.
How sponsorship works
1. You offer KeepWiz to the client
You sponsor their access as a useful addition to the service and relationship you already provide.
2. They set up their own household
The client uses their own sign-in and connects their own storage. Their account, documents and household records remain under their control.
3. They choose if and when to share
If the client wants to send you a prepared pack — say, for a loan application — they choose what it contains and send it themselves. You receive the pack, not access to their household.
The boundary, plainly
- Sponsorship pays for the client’s access. That is the whole arrangement.
- It grants no account access, no editing rights, and no feed of their information.
- Each pack is initiated by the client, containing only what they chose.
- The account belongs to the household, sponsored or not.
Talk to us about sponsorship
Email hello@keepwiz.com or use the contact form.