FOR PROFESSIONAL ADVISORS
Your clients need a digital vault. You can give them one.
Your clients have wills. They don't have a plan for their passwords.
BUILT FOR PROFESSIONAL ADVISORS
If you advise people on their estate, this fills a gap you've been navigating around.
Most clients leave appointments with a good will, a solid plan on paper, and no way to get their family into the accounts and documents that matter most. The passwords. The online bank. The crypto. The logins that run their financial life. Notenz gives you a way to fix that, for every client you work with.
THREE STEPS
Up and running in under a day
01 /
Book a call.
Have a short call with us. We set up your partner account, usually within one business day.
02 /
Get your invite link.
Your dashboard gives you a unique link. Forward it to clients by email. They sign up in under 2 minutes and land directly on a Guardian vault, covered by you.
03 /
Your dashboard shows which clients have set up their vault.
You can see which clients have joined and when they last checked in. You cannot see what they store. That is by design.
GUARDIAN PLAN, COVERED BY YOU
Everything a well-prepared person needs.
- ✓ Encrypted vault for passwords, bank details, insurance documents, personal letters
- ✓ Automatic check-in reminders (weekly or custom interval)
- ✓ Delivery to named recipients only if they stop responding
- ✓ Sealed Vault: per-item encryption where even Notenz cannot read the contents
- ✓ Two-Person Secret: a secret that needs two trusted people together to unlock
- ✓ QR-Vault: a physical backup they can print and hand to a trusted person
These are features your clients cannot access without a paid Guardian plan. With the partner program, they get all of it because you are covering it.
YOUR PARTNER DASHBOARD
A simple view of who is protected.
Client list with status
See who has joined, when they last checked in, and whether their vault is active. No vault contents, ever.
One invite link
Share it however you work: email, a PDF handout, a follow-up note after appointments.
EU-hosted and private
Operated from Germany. Your clients' vault contents are encrypted at rest, and Sealed Vault items are encrypted in the browser before they reach our servers.
YOUR CLIENTS TRUST YOU. THEY NEED TO TRUST THIS TOO.
You can see who joined. You cannot see what they stored.
Partner access is read-only status data: email address, join date, last check-in date. Nothing else. Your clients' vault contents are encrypted at rest, and Sealed Vault items are encrypted in the browser with a key Notenz never holds. Notenz holds the key for ordinary vault items so it can deliver them automatically, so treat Sealed Vault as the tier nobody here can read.
Notenz is operated by Klarschritt (Einzelunternehmen), registered in Germany, subject to GDPR. See our Privacy Policy for the full data breakdown.
COMMON QUESTIONS
No. Guardian access is covered by your annual invoice. A client who already has their own Notenz subscription keeps it and is not billed to you.
Yes. New partners start on a trial with up to 3 clients.
They link to your account and are marked self-paying. You are not billed for them.
Your clients receive a notice by email. They have 6 months to add their own payment before their account moves to a frozen, read-only state. Their data is never deleted.
No contract, no minimum term. Annual billing is by invoice, not by auto-charge.
Email address, account status, and date of last check-in. Nothing in their vault.
Let's talk about your practice
Book a short discovery call. We'll walk through how the partner program fits your clients, and answer anything the FAQ didn't.
Book a discovery call