Endless follow-ups
Your team spends time repeatedly asking for missing documents.
Document collection, without the chasing
Collect client documents without the back-and-forth.
Collectly gives client-service professionals one simple, secure way to request documents, track progress, send reminders, and keep every client request organized.
Built for professionals who handle important client documents.
Request
Client onboarding documents
- Photo IDReceived
- Proof of addressReceived
- Income statementWaiting
- Signed formNeeds attention
Secure upload confirmed · reminder sent 2 days ago
The old way is harder than it should be
Stop piecing together documents from emails, messages, and shared folders.
Manual document collection creates repetitive follow-ups, unclear progress, misplaced attachments, and unnecessary work for both your team and your clients.
Scattered information
Files and conversations are spread across inboxes, messages, and folders.
No clear progress
Your team and clients cannot easily see what has arrived and what is still missing.
A clearer process for everyone
Collectly turns document collection into a simple, guided workflow.
- 1
Create a request
Start from a reusable template and choose exactly what the client needs to provide.
- 2
Share a secure link
The client receives a focused upload link without needing to learn a complicated portal.
- 3
Track and follow up
See what has arrived, what is missing, and let automated reminders keep the request moving.
- 4
Review and complete
Keep everything organized in one place and close the request when the work is ready to move forward.
Team view
- Onboarding – J. Rivera4 of 6 documentsIn progress
- Annual review – M. Chen6 of 6 documentsSubmitted
- New application – T. Boyd1 of 5 documentsSent
Less administration. A better client experience.
Reusable request templates
Standardize recurring document requests across your practice or team.
Automated reminders
Reduce repetitive follow-up work while keeping requests moving.
Real-time progress
Know exactly which documents have arrived and what remains outstanding.
Simple client uploads
Give clients a focused, mobile-friendly upload experience.
Organized document history
Keep activity and files connected to the correct client request.
Team visibility
Help authorized colleagues work from the same clear information.
Easy for your clients, too
Clients receive a clear checklist and can upload documents from their phone or computer. They always know what is required, what has already been received, and what is still outstanding.
Hi there 👋
Please upload the documents below to complete your request.
2 of 4 received
- Photo IDReceived
- Proof of addressReceived
- Income statementUpload
- Signed formUpload
Your documents are kept secure and private.
Designed for documents that deserve careful handling
Secure document links
Access is limited to unique, expiring secure links.
Controlled team access
Granular permissions for every team member.
File safety checks
Automatic scanning for malicious file content.
Retention workflows
Automated data cleanup after application processing.
Built for professionals who depend on client documents
Whether you are preparing a return, reviewing a mortgage, planning a family’s finances, or renewing a policy, Collectly keeps the document request clear for everyone involved.
Accountants and bookkeepers
Collect financial records and supporting documents without chasing attachments across long email threads.
Tax advisers and planners
Give clients a clear checklist for returns, declarations, statements, and other tax documents.
Mortgage professionals
Keep identity, income, property, and application documents organized throughout the process.
Financial advisers
Collect the information needed for onboarding, reviews, and planning through one guided experience.
Insurance professionals
Request policy, identity, property, health, or claims documents through a consistent workflow.
Questions? We’ve got answers.
Learn how Collectly makes document collection easier for professional teams and their clients.
What is Collectly?
Collectly is a client document-collection platform that helps professional teams request, track, and securely manage documents in one organized workflow.
Who is Collectly for?
Collectly is designed for client-service professionals who regularly request documents. That includes accountants, tax advisers, mortgage professionals, financial advisers, insurance agents, and many other service providers.
Do clients need to create an account?
No. Clients can open their document checklist and upload files through a secure link without creating or learning a new account.
Can we reuse the same document requests?
Yes. Your team can create reusable templates for common workflows, helping everyone send consistent requests without starting from scratch.
How does Collectly reduce follow-up work?
Collectly clearly shows clients what is missing and can send automated reminders, reducing the need for repeated follow-ups by email or phone.
Can clients upload documents from a phone?
Yes. The client experience is designed to work on both mobile devices and computers.
Can our team track request progress?
Yes. Authorized team members can see which documents have been received, which are outstanding, and the recent activity for each request.
How does Collectly handle sensitive documents?
Collectly uses secure document links, controlled team access, file-safety checks, activity records, and managed retention workflows.
See Collectly in action
Let’s talk about your document collection process.
Schedule a short, no-obligation call to see how Collectly could fit your team’s workflow. We’ll learn how you currently collect documents, answer your questions, and walk you through the product.
- A personalized product walkthrough
- Time to discuss your current workflow
- Clear answers to security and onboarding questions
- No obligation or pressure
Make your next document request the easy one.
Give your team and clients a simpler way to collect the documents that move work forward.
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