Collect – The easy to use secure portal to collect and manage client documents
Collect – From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases.
Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,…
It also integrates perfectly with their existing tools.
Collect is easy to set up. Create a free trial account and collect your first client documents in minutes. No coding or advanced technical skills needed.