About
Setting up an account takes less than 5 minutes, and you can start collecting documents and data from your clients immediately. 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 the easy-to-use secure portal to collect and manage client documents.
Key Features
- ✓ Document Indexing
- ✓ Document Assembly
- ✓ Compliance Tracking
- ✓ Collaboration Tools
- ✓ Version Control
- ✓ Optical Character Recognition (OCR)
- ✓ Offline Access
- ✓ File Type Conversion
- ✓ File Recovery
- ✓ e-Signature
- ✓ Document Retention
- ✓ Document Archiving
Pricing
Starter
USD39/Month
- 600 requests /year
- 1 user
- 2 Gb max per upload
- 10 Gb of storage
- 600 requests /year
- 1 user
- 2 Gb max per upload
- 10 Gb of storage
Pro
USD79/Month
- Unlimited requests
- 5 users
- 2 Gb max per upload
- 50 Gb of storage
- Zapier integration
- Unlimited requests
- 5 users
- 2 Gb max per upload
- 50 Gb of storage
- Zapier integration
Business
USD199/Month
- Unlimited requests
- 10 users
- 2 Gb max per upload
- 100 Gb of storage
- Zapier integration
- API access
- White-label emails
- White-label portal
- Priority support
- Unlimited requests
- 10 users
- 2 Gb max per upload
- 100 Gb of storage
- Zapier integration
- API access
- White-label emails
- White-label portal
- Priority support
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Frequently Asked Questions
How much does Collect cost?
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Collect offers 3 pricing plan(s):
- Starter — USD39.00 /Month
- Pro — USD79.00 /Month
- Business — USD199.00 /Month
What is Collect used for?
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Collect is a Document Management Software solution. Top features include:
- Document Indexing
- Document Assembly
- Compliance Tracking
- Collaboration Tools
- Version Control
Does Collect offer a free trial?
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Yes, Collect offers a 0-day free trial.
What support does Collect provide?
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Collect provides Online (Ticket) support.
Is Collect cloud-based or on-premise?
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Collect is Cloud Hosted software.
What training resources does Collect offer?
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Collect provides Help Guides,Blogs for training.