The easiest way to collect documents from your clients.
Stop chasing. List what you need, send one link your client can open without a login, and Collectaro follows up automatically until everything is in.
New client onboarding
Sent to Priya · one link · no loginPhoto ID
Signed engagement letter
Last year’s tax return
Chasing documents shouldn't be the job.
You ask for five documents. Two arrive — one is a blurry phone photo, and the other is the wrong year. The rest trickle in piecemeal over three weeks of “just checking in” emails, buried across threads you now have to dig through to figure out what's still missing.
Getting complete paperwork out of clients shouldn't feel like herding cats. Collectaro replaces the whole back-and-forth with one link, a clear checklist, and reminders that go out whether or not you remembered to send them.
Four steps. Zero chasing.
01
Build a request
Pick a template or start fresh. List exactly what you need — files, dates, signatures — with instructions built in.
02
Send it — to one client or a hundred
One click, and every client gets their own secure link. No accounts, no passwords, no apps to install — they open it and upload.
03
Reminders run themselves
Collectaro follows up on the schedule you set, so a missing document never depends on you remembering to nag.
04
Review and approve
Everything lands in one place. Approve what’s right, flag what isn’t, and know exactly what’s still outstanding.
Every plan gets the full toolkit
Multi-channel reminders
Email, SMS, and WhatsApp — reminders go out on whichever channel actually gets a response.
AI document scanner
Upload a contract or certificate and let AI pull out the dates and details instead of typing them in by hand.
Workflows & SOP checklists
Turn any repeatable process into a structured checklist with sections, steps, and progress tracking.
Teams & departments
Organize who owns what across departments, with role-based access to keep everyone seeing only what's theirs.
Recurring renewals
Set it once. Collectaro re-opens the next request automatically when a renewal date comes back around.
Reporting & API access
See what's outstanding across the whole organization, or pull the data into your own systems via API.
Built so your clients actually finish the request
No client logins. Ever.
Your clients hate portals — so we didn't build one. They open a link and upload. No password, no account, and it works from a phone.
Reminders that stand down
Follow-ups stop for each item the moment it arrives, and stop completely when the request is done. Nobody gets nagged for something they already sent.
Requests that restart themselves
When a license, insurance certificate, or contract expires next year, Collectaro opens the next request by itself. You don't track the date — it does.
How renewal tracking worksWhat changes when you switch
| The job | With email | With Collectaro |
|---|---|---|
| Telling clients what you need | A long email they skim once | A checklist they can reopen anytime |
| Following up | You write every reminder yourself | Automatic — until everything is in |
| Knowing what's missing | Re-read the thread and guess | Live status on every single item |
| Fixing a wrong file | Another round of back-and-forth | Flag just that item; the rest stays done |
| Next year's renewal | A calendar reminder, if you remember | The next request starts itself |
Frequently asked questions
No. They open the link you send and start uploading — works on any device, no login required.
Yes — a 14-day free trial with no credit card required, and a Solo plan starting at $29/month after that. See the full pricing breakdown for details.
Email has no memory of what's still outstanding and nothing follows up automatically. Collectaro tracks every item individually and sends reminders on a schedule you set — without you writing a single follow-up.
Yes — Collectaro tracks the underlying date (a license, contract, or certification) and can automatically start the next request when it's time to renew.
Safer than email. Files are encrypted in transit and at rest on Google Cloud infrastructure, with role-based access controls on your side — instead of tax forms and IDs sitting in an inbox. See our Security page for the full details.
That's who the link is designed for. There's no account to create, no password to remember, and no app to install — they tap the link, see a simple checklist, and upload straight from their phone or computer.
Send your first request in the next five minutes.
Free to start. No credit card, no setup call, no commitment.
Start free trial