TechFin
KEEP Platform
A command center for trust stewardship and legacy execution
KEEP brings TechFin trust operations into one secure workspace for document execution, compliance tracking, and stewardship workflows. This first release starts with team-member access through Microsoft.
Team Member Login
Enter the platform with your Microsoft account
Team member access is controlled inside KEEP. If a signed-in person is also matched to a Zoho contact, KEEP will later let them choose whether to operate in team-member or client context.