A New and Secure Way to Collect
Client Documents and Information
1
Document Collection Software
PlanetVerify provides a document collection software solution that enables companies to collect documents and information from clients in a simple, secure, and compliant way. Instead of wasting valuable time each week chasing clients for documents, PlanetVerify users can set up a workflow that automates the collection of client documents and information Clients are sent automated reminders until all documents have been uploaded, while, on the user side, the status of each client can be monitored from a centralized dashboard Companies across a range of industries use PlanetVerify to accelerate and secure their document collection process saving time, reducing security risk, and meeting data compliance requirements.
What is Document Collection Software?
Document collection software is software that automates the collection of documents from clients, customers, employees, and other relevant business contacts — helping companies to save time, reduce security risk, and ensure data compliance. Traditionally, document collection has been performed in a number of manual, time-consuming, and insecure ways – such as email and in-person document collection.
At a high level, document collection software tools are used to:
● Automate and scale the collection of client documents.
● Secure the document collection process.
● Digitize legacy document collection tasks.
● Provide companies with a central location for client documents
2
A Better Solution for your Team
DISCOVER HOW PLANETVERIFY CAN TRANSFORM YOUR BUSINESS
Request client files and data in a professional, highly secure, streamlined, and compliant manner.PlanetVerify brings all your data and documents together in one place so you can process it quickly, efficiently and securely.
Unlock the time you may be wasting on chasing clients for documents and information.
Get Started
A better experience for your customers, fewer headaches for your team. You’ll be set up in minutes
3
