One branded link to your client. KYC form, client agreement, and digital ID verification — completed, signed, and ready to file.
After the discovery call, you need a completed KYC form, a signed client agreement, and identity verification. Today that means emailing a PDF for the KYC, chasing a signature on the agreement, and sending clients to a third-party ID check. Every step is a separate system, a separate email, and another chance for the client to stall. It looks disorganized because it is.
After your discovery call, one branded link goes to the client. That's all you do.
Your KYC document is presented in a clean, guided interface. The client fills it out and signs — no PDFs, no printing.
Your client agreement is presented and e-signed. No PDFs. No printing.
Digital identity verification built into the same flow. The client never leaves.
Completed KYC form, signed agreement, and verification results — all in one place, ready to file.
Stop sending three separate emails for three separate tasks. One link handles it all.
Your client sees a polished, branded experience — not a patchwork of PDFs and email chains.
When everything is in one flow, clients actually complete it. No more chasing half-finished tasks.
One link. One flow. KYC, agreement, and ID verification — completed and ready to file.
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