SmartCollect
SmartCollect
Document requests lack tracking and version control. Classifies documents and detects missing items.
- Category
- DocumentsCommon
- App
- 13of 18
- Delivery wave
- FoundationWave 1 of 4
- AI
- SuggestsPeople decide
How it works
7 steps,
start to finish.
Built for cA firms, HR, consultants, lenders and vendors.
- 01Build the checklist
- 02Send an expiring secure link
- 03Recipient uploads
- 04Review
- 05Request corrections
- 06Keep versions
- 07Close the request
What’s included
No-login recipients, per-file status, virus scanning, access expiry, audit and storage policy.
AI assistance & guardrails
Classifies documents and detects missing items.
AI output is labelled as a suggestion and can be corrected.
Works well with
Value is measured in pilots — less manual effort, faster completion, fewer exceptions. We don’t promise ROI without your data.