All you need to onboard clients and collect documents
We help companies streamline the document collection process, eliminating the hassle of email follow-ups and status checks. ezyClients enables clients to securely upload documents and information and sends automatic reminders for required submissions.
Hey hey Product Hunt community! 🚀
Akmyrat here, CEO & co-founder of ezyClients. I'm thrilled to announce that after 6 months of hard work, we're finally launching ezyClients! 🎉
What is ezyClients? 🤔
ezyClients is an all-in-one client onboarding and document collection platform.
What problem do we solve? 🛠️
We streamline the document collection process, eliminating the hassle of email follow-ups and status checks. ezyClients helps you collect all necessary documents and automatically reminds clients about required submissions. Our platform even allows you to automatically complete PDFs based on client information. You just need to approve or request updates. No more digging through emails—everything is in one place. Simplify document collection and enhance your customer experience. 📂📧✨
Who is this solution for? 🏢
Companies that need to collect documents and information from clients.
How does ezyClients work? ⚙️
The main feature of ezyClients is its workflows. You can create your own workflows to communicate with clients. You can share files, create forms and upload requests, collect e-signatures, and autocomplete PDF forms. You can also use our ready-to-go workflow templates and adjust them to your needs. Once you've created a workflow, you can use it for every client. 📝🔄📨
We're excited to launch! If you have any questions, don't hesitate to reach out to me on any platform. 🌐
