ezyClients
All you need to onboard clients and collect documents
Listed in categories:
SaaSCustomer SuccessBusiness
Description
ezyClients is a comprehensive client onboarding and document collection software designed to streamline the process of gathering client information and documents. It offers features such as dynamic workflows, smart forms, e-signatures, PDF filling, and automated reminders, ensuring a smooth and efficient experience for both clients and service providers.
How to use ezyClients?
To use ezyClients, sign up for a free account, create dynamic workflows tailored to your needs, and start collecting client information through smart forms and e-signatures. Utilize automated reminders to ensure timely document submission and manage everything from a centralized dashboard.
Core features of ezyClients:
1️⃣
Dynamic workflow automation
2️⃣
Smart form creation for information collection
3️⃣
Digital e-signature capabilities
4️⃣
PDF document autofill
5️⃣
Automated reminders for document submission
Why could be used ezyClients?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Onboarding new clients efficiently | ✅ | |
| # 2 | Collecting necessary documents for compliance | ✅ | |
| # 3 | Managing client information in a centralized platform | ✅ | |
Who developed ezyClients?
ezyClients is developed by 4Clients BV, a company dedicated to providing innovative solutions for client onboarding and document management, focusing on enhancing user experience and operational efficiency.