Collect

Collect is a user-friendly and secure platform designed for client document collection and management. It streamlines the onboarding process for various industries, allowing businesses to easily gather necessary documents from clients.
The software automates requests for documents, notifies users upon completion, and offers customization in terms of branding and portal appearance. Additionally, it emphasizes security by encrypting data and maintaining strict access control.

#### Key Features:
- Client Onboarding: Efficiently gather business documents to initiate work with new clients.
- Document Collection: Simplifies the process of collecting and organizing documents from clients.
- Client Portal: A secure portal that allows clients to upload documents and data seamlessly.
- Workflow Automation: Features automatic reminders and collaborative requests to enhance productivity.
- Personalization: Options to customize the appearance of the portal, including branding and color themes.
- Data Integration: Easily integrates with existing tools and offers connectivity through API and webhooks.
- Security & Compliance: Prioritizes data security with encryption and controlled access to ensure client information remains protected.