Keap, formerly Infusionsoft, is a detailed sales and marketing automation platform designed for small businesses.

With Keap, organizations can automate marketing campaigns, manage customer relationships, and track sales performance. This enables them to streamline their marketing and sales processes, enhance customer engagement, and drive business growth.

Is Keap HIPAA compliant? Yes, based on our research, Keap can be HIPAA compliant.

 

What changed this year?

As of October 2026, our review did not identify any publicly disclosed changes to Keap's HIPAA-related policies or BAA terms.

 

Will Keap sign a business associate agreement (BAA)?

Yes, Keap will sign a business associate agreement, which can be reviewed here. HIPAA compliance is only available to customers on Keap's Enterprise plan - organizations should contact Keap directly to confirm eligibility and pricing before assuming lower-tier plans qualify.

 

What does the Keap BAA cover?

The Keap BAA covers the use and disclosure of protected health information (PHI), stating, "Keap is pleased to announce that our flagship CRM and marketing automation platform may now be used by HIPAA-covered entities and business associates to lawfully store, transmit, and otherwise process protected health information (also known as 'PHI')."

Keap has developed information security risk management policies designed to reasonably ensure the confidentiality, integrity, and availability of customer data uploaded to its services.

 

What does the Keap BAA exclude?

HIPAA compliance is limited to the Enterprise plan tier, meaning organizations on Keap's lower-cost plans are not covered and must not process PHI through the platform until they upgrade and execute the BAA.

 

Conclusion

Keap signs a BAA and is therefore HIPAA compliant.

Learn more: HIPAA Compliant Email: The Definitive Guide

 

FAQs

What is a business associate agreement?

A business associate agreement (BAA) is a legally binding contract establishing a relationship between a covered entity under the Health Insurance Portability and Accountability Act (HIPAA) and its business associates. The purpose of this agreement is to ensure the proper protection of personal health information (PHI) as required by HIPAA regulations.

 

What is HIPAA?

The Health Insurance Portability and Accountability Act (HIPAA) sets national standards for protecting the privacy and security of certain health information, known as protected health information (PHI).

HIPAA is designed to protect the privacy and security of individuals' health information and to ensure that healthcare providers and insurers can securely exchange electronic health information. Violations of HIPAA can result in fines and penalties for covered entities.

 

Who does HIPAA apply to?

HIPAA applies to covered entities, which include healthcare providers, health plans, and healthcare clearinghouses. It also applies to business associates of these covered entities. These are entities that perform certain functions or activities on behalf of the covered entity.