How it Works
QUICK AND SECURE
STREAMLINE HOW YOU REQUEST AND
COLLECT CLIENT DOCUMENTS
How it Works
Securely request and collect documents up to 80% faster! Our integrated portal streamlines document collection, approval, and automatic syncing with your cloud storage solutions
Select the documents you need to collect
1
Document Set
Select The Document You Need To Collect
2
Due Date
Define the due date and schedule follow-ups
3
Send Request
Send request to your contacts
4
Client Portal
Offer a great experience with the client portal
