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Becoming an Assistant

First, you'll need to receive an invite to become an Assistant from the Individual you want to help. Please ask them to log onto Kiip, click the Assistants tab, and then the Invite an Assistant button. They will need your email to send the invitation.

Once you've accepted their invitation, you can access that Individual's account by clicking the My Kiip dropdown and clicking the name of the Individual. From there, you can add documents directly to their account, and share any of their documents with Representatives on behalf of that Individual.

To help an Individual invite you to become their Assistant have them:

  • Log into their Kiip account at kiip.io

  • Click the Assistants tab on their dashboard

  • Click the Invite An Assistant button, and enter your first and last name and email

  • Once confirmed, you will receive an invitation to become an Assistant.