How it Works

QUICK AND SECURE

STREAMLINE HOW YOU REQUEST AND
COLLECT CLIENT DOCUMENTS

COLLECT YOUR FIRST DOCUMENTS IN LESS THAN 4 MINUTES

Securely request and collect documents up to 80% faster! Our integrated portal streamlines document collection, approval, and automatic syncing with your cloud storage solutions

1

Document Set

2

Due Date

3

Send Request

4

Client Portal

Select the documents you need to collect

1

Document Set

Select The Document You Need To Collect

collecting client documents

2

Due Date

Define the due date and schedule fallow-ups

Digital document collection

3

Send Request

Send request to your contacts

Electronic document collection

4

Client Portal

Offer a great experience with the client portal

secure document

GET STARTED
WITH DOCSNOW

ENABLE YOUR TEAM'S PRODUCTIVITY WITH
QUICK AND SECURE DOCUMENT COLLECTION

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