Whatever you collect — tax forms, IDs, statements, signed agreements — ClientCollect fits how your industry works.
One clean checklist for every return — clients upload income statements, receipts and prior filings as they arrive while you watch each file complete.
See how it worksOne secure checklist per matter — intake, IDs, retainers, discovery — that clients finish from any device.
See how it worksOne secure checklist for every loan file — borrowers upload from their phone while you watch the file complete itself.
See how it worksOne secure checklist per transaction — IDs, proof of funds, disclosures — so deals close on time, not on email.
See how it worksOne secure onboarding checklist — ID, statements, risk profiles — that new clients finish in a single sitting.
See how it worksOne recurring checklist for every client — statements, receipts, payroll — collected automatically each close.
See how it works