Simple client document collection

The easy to use secure portal to collect and manage client documents.

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Use cases

A flexible solution for various types of businesses

Losing time chasing documents and data is unfortunately not specific to an industry.
Collect is loved by all types of professionals.

Client onboarding / KYC

Get business documents to start working with new clients.

Real estate agent

Retrieve and organize complete files from tenants and potential buyers

Mortgage broker

Improve your process so you can send proposals faster and make more business

School

Automate your student's and teacher's enrollments.

Human resources

Get W-4 and legal documents of your new employees

Office manager

Optimize your processes and get more done even if the team scales

Event manager

Get the presentation from your speakers on time and without stress

Digital agency

Get digital assets from your clients to finish your job on time

Be more productive

Set up your account in less than 5 minutes and start collecting documents and data from your clients. Requests are sent automatically to your clients, you can control the type of documents they are uploading, customize forms and you get notified when the job is done.

Collect is doing the tedious job of chasing documents and data for you.

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Offer a high-end experience to your clients

You can personalize the look and feel of your client portal and the communications sent to your clients. Add your logo, customize color themes and choose your preferred language.

Optionnaly, Collect is also available as a full white-label service. Your client portal will then be hosted on a sub-domain like https://upload.mydomain.com.

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Keep your workflow secured

Security is one of our main concerns at Collect. We invest a lot so we can offer you the best security standards and make sure that your data will stay safe and private.

All data and documents are encrypted at rest and in motion. Data access is strictly controlled and monitored.

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Collect works seamlessly with the tools you use

Collect is the perfect companion of the tools you are using on a daily basis and helps you streamline your process. You can connect Collect to your own tools using our REST API and get notified of various events using our webhooks.

Zapier integration is accessible in private beta. Just ping us to get access.

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