Integrated customer onboarding software for a seamless experience
The easy to use secure portal to collect and manage client documents.
Trusted by hundreds of fast growing companies
A flexible solution for various types of businesses
Losing time chasing documents and data is unfortunately not specific to an industry.
That's why Collect is loved by all types of professionals.
Client onboarding / KYC
Get business documents to start working with new clients.
Real estate agent
Retrieve and organize complete files from tenants and potential buyers
Mortgage broker
Improve your process so you can send proposals faster and make more business
School
Automate your student's and teacher's enrollments.
Human ressources
Get W-4 and legal documents of your new employees
Immigration consultant
Simplify your process and deliver a good experience to your clients
Event manager
Get the presentation from your speakers on time and without stress
Digital agency
Get digital assets from your clients to finish your job on time
Be more productive
Set up your account in less than 5 minutes and start collecting documents and data from your clients. Requests are sent automatically to your clients, you can control the type of documents they are uploading, customize forms and you get notified when the job is done.
Collect is doing the tedious job of chasing documents and data for you.
Offer a high-end experience to your clients
You can personalize the look and feel of your client portal and the communications sent to your clients. Add your logo, customize color themes and choose your preferred language.
Optionnaly, Collect is also available as a full white-label service. Your client portal will then be hosted on a sub-domain like https://upload.mydomain.com.
Keep your workflow secured
Security is one of our main concerns at Collect. We invest a lot so we can offer you the best security standards and make sure that your data will stay safe and private.
All data and documents are encrypted at rest and in motion. Data access is strictly controlled and monitored.
Collect works seamlessly with the tools you use
Collect is the perfect companion of the tools you are using on a daily basis and helps you streamline your process. You can connect Collect to your own tools using our REST API and get notified of various events using our webhooks.
