Logo
  • Product
    

    our software

    Customer Onboarding
    Document Collection
    Client Portal
    Intake Forms
    E-signature

    popular features

    Workflow Automation
    • Automatic reminders
    • SMS
    • Collaborative request
    • Conditional logics
    Personalization
    • Variables
    • Branding
    • White label
    Data Integration
    • Cloud synchronisation
    • CRM Sync
    • AI doc parser
    • API
    • Integrations
    Security & Compliance
    • Security
    • Audit logs
    • Roles & permissions
  • How it works
  • Pricing
Log in
Sign up
Log in
Sign up

Productivity tips

Productivity tips
February 10, 2022

What is customer due diligence

What exactly is Customer Due Diligence (CDD)? And why is it so important?

Productivity tips
October 26, 2021

The complete guide to KYC

A simple and complete guide to understand what is KYC

Productivity tips
July 15, 2021

10 Uncommon Zapier Hacks To Help You Grow Your Business

Here’s our take on the ten most uncommon zaps that you can use to boost your business.

f-logo

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

Subscribe to our newsletter

Thank you for subscribing to our newsletter!
Oops! Something went wrong while submitting the form.
Product
  • Product tour
  • Customer onboarding
    software
  • Document collection
  • Client portal software
  • Intake forms
  • E-signature
Resources
  • Help center
  • Changelog
  • Security center
  • Blog
  • Developers
Company
  • About us
  • Contact us

© 2024 COLLECT

Terms of servicePrivacy PolicyLegal notice

