Box integration
Save every document straight to Box
Connect Collect to Box and every file your clients submit is backed up to your own storage automatically, named, sorted, and filed in the right folder.
Always organized
A folder for every client
Collect creates a tidy folder for each client in Box and drops their documents in as they arrive. Nothing is misfiled and nothing gets lost.
Clean and consistent
Named and sorted before they land
Files are renamed with consistent rules and grouped by type, so what shows up in Box is clean and easy to find. See how AI operations handle it.
Start automating your onboarding today
Try Collect free for 7 days, with full access to our AI and integrations.
