For corporate services
Client credentials kept separate, private and on record
Law, accounting and consulting firms handle logins to client portals, filing systems and registries. Keep each client's credentials in its own collection.
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How to get started today
The problem with passwords here
Firms hold credentials on behalf of many clients, and confidentiality is the job.
Many clients, many portals
Each client brings registry, tax, banking and portal logins that the right people must reach.
Confidentiality between clients
Staff on one matter should not see another client's credentials.
Clients send passwords by email
Logins arrive in email threads that live forever in many inboxes.
How KeyCare Pass helps
A collection per client
Walls between clients
Give each client or matter its own collection, and give access only to the people working on it.
Send
A safer way to exchange credentials with clients
Send a client the details they need through an encrypted link with a password, a view limit and an expiry date.
Event logs
A record of who accessed a client's logins
Show when a credential was viewed or changed, and by whom.
Recommended setup
Teams or Enterprise
Teams covers collections, groups and event logs. Enterprise adds policies and account recovery for larger firms.
- A collection per client or matter
- Groups per practice area
- Send with a password for anything you share with clients
- Remove access when a matter closes
Frequently asked questions
Can clients use our KeyCare Pass?
Clients can open a Send without an account. To share collections with them, invite them as members, which uses seats.
Can we export a client's credentials when the engagement ends?
Owners and admins can export the organization's vault. To hand over particular items, move them into a collection or send them with Send.
Keep every client's credentials in their place
Tell us about your organization, or start setting up today.
Prices and options by email
How to get started today