The easiest way to automate your document collection.
Do you need to request documents from your clients to onboard them? Collect will help you streamline this tedious process.
Give clear instructions to your clients
Collect helps you reduce counterproductive back-and-forth with your clients about document collection by listing all the documents requested.
For each file requested, you can provide clear instructions and define your restrictions (ex: type of files uploaded, maximum file size,...).
Embrace today's technology to collect document.
Tired of forms and emails that limit documents upload to few mb? So we are! Our document portal accepts large files (up to 2Gb) and allows your clients to use their camera to take photos of the documents when they are on their smartphone.
Keep your client's documents safe
Thanks to Collect, you will stop sending sensitive documents over email.
Your clients can securely connect to their client portal and upload their documents. They are encrypted, stored in a safe place, and access is strictly controlled.
Start automating your onboarding today
Try Collect free for 7 days - with full access to our AI and integrations.
