Collecting client documents is often painful. You need to send multiple follow ups, documents returned don't match what you were expecting and your clients are always late.
Collect makes you more productive and automates this process for you with an easy-to-use and secure client portal.
Set up in minutes and save hours!
- Automatic follow ups
- Validation process
- Integrate in your existing workflow with the API and Zapier
- Add you own branding