Simplify document collection from clients effortlessly with AutomateDoc. Say goodbye to chasing documents and welcome automated file collection that boosts your workflow efficiency.

TL;DR

Collect, automate, and streamline document collection with AutomateDoc for faster processes.

At-a-glance

Best for: Accountants, Online coaches, Web design agencies
Alternative to: Dropbox, Google Drive, Typeform
Integrations: Zapier
Features: GDPR-compliant, White label

Overview

AutomateDoc brings simplicity to document collection by automating the process of gathering essential files and data from clients. This software eliminates the hassle of manual follow-ups, allowing you to focus on core tasks and enhance client interactions.

Effortless Document Collection

Streamline the document collection process with AutomateDoc. Create itemized checklists, automate follow-ups, and centralize all client documents in one secure location.

Automated Workflow

AutomateDoc offers drag-and-drop simplicity for creating requests, setting up client portals in minutes, and allowing clients to upload any data type from anywhere seamlessly.

Enhanced Client Experience

Personalize client portals, send automatic reminders, and create a seamless experience for clients to upload documents securely and conveniently from any device.

Detailed Features

Automate Follow-ups

AutomateDoc ensures that follow-up reminders are sent at scheduled intervals, reducing manual effort and ensuring timely document submissions.

Secure Client Portals

Provide clients with secure access to private forms that do not require login, improving data security and enhancing user experience.

Item-level Rejection

Approve or reject specific items within documents, allowing for efficient feedback and ensuring accurate information submission.

Integration Capabilities

Connect AutomateDoc with over 5000 apps using Zapier for seamless data sharing and enhanced workflow automation.

Discover the power of automated document collection with AutomateDoc today! Streamline your tasks and enhance client relationships. Act now and simplify your document collection processes effortlessly.