Collect

Collect is a versatile and secure client portal solution designed to help teams collect and manage documents effectively. Ideal for both large corporations and small service providers, Collect offers advanced branding and white-labeling features that can be customized to meet business-specific requirements. One of its key features is the ability to automate reminders, assignments, and validation workflows, making it easier to stay on top of important tasks.

Collect offers seamless integration with existing tools such as APIs, native integrations, and Zapier. The product takes security very seriously: all customer data is encrypted when in transit or at rest, meeting world-class security standards with data centers located within the US and EU. Collect has an easy setup process which allows you to create a trial account within minutes so you can start collecting clients' documents quickly while also displaying your company’s brand details such as logo and colors throughout the communication process. Overall, Collect aims to offer businesses a comprehensive document collection solution that helps streamline their work processes while maintaining high levels of security.