General

What is my firm’s Botkeeper URL?

The URL will include your firm's domain paired with an extension.

With Botkeeper’s ability to offer a white-labeled URL, we have the ability to use your firm’s web domain with the extension .firm.ai.  


For example, if your firm name is Beacon Hill CPA and your firm’s URL is beaconhillcpa.com, then your Botkeeper URL will most likely be beaconhillcpa.firm.ai.


You also have the option of reaching out to your internal Botkeeper administrator who can look up these details inside Botkeeper by taking the following steps:


  1. Log into your firm’s platform
  2. Navigate to the global Portal Manager module
  3. Click the Details tab; if not defaulted there
  4. Navigate to the Domain field; this will be your firm's url

If you need further assistance, please submit a help ticket and our Customer Support Specialists will gladly assist you in determining your firm’s URL.