Client portal software made for modern teams
Collect helps you create great experiences for your clients
Offer a seamless experience to your clients
While your competitors are using inefficient emails to collect documents and information, your Collect client portals are intuitive, beautiful, and mobile-responsive.Your client can fill out the form, upload documents from any device, save, and finish later.
Empower your team and save time
The no-code approach used by Collect allows anyone in your team to build a client portal with advanced document collection fields and online forms.
The setup only takes minutes and it takes seconds to send requests to your clients.
You can save even more time by connecting Collect to your tools and fully automate your workflow.
Stand out with your branded client portal
You can customize your client portal and communications to reflect your brand.
Add your logo, customize color themes and choose your preferred language.
Optionnaly, Collect is also available as a full white-label service.
Your white-label client portal will then be hosted on a sub-domain like https://upload.mydomain.com and all references to Collect will be removed.
Start automating your onboarding today
Try Collect free for 7 days - with full access to our AI and integrations.
