Do you request documents from your potential clients to onboard them?
We have made this tedious process easier than ever before.
Counterproductive back-and-forth with your clients about the documents you require is something of the past.
Set up your campaign by specifying all the documents they need to provide.
You can personalize the look and feel of your client portal by adding your logo.
Wasting time chasing people for documents is not specific to an industry.
That’s why all types of professionals love Doc Collect Hub.
Your clients will connect to the client portal securely to upload their documents. These are then encrypted, stored safely, and access is controlled strictly.