ezyClientsAll you need to onboard clients and collect documents

ezyClients: Streamline Client Onboarding and Document Collection

Introduction

ezyClients is a comprehensive platform designed to simplify client onboarding and document collection processes. It offers a suite of tools to build intake forms, request documents, obtain e-signatures, autofill PDFs, and automate reminders.

Key Features

• Dynamic workflows
• Smart forms
• eSignature capabilities
• Automated PDF filling
• Secure file sharing
• Automatic reminders

Use Cases

• General client onboarding
• Collecting speaker information
• Visa and residency applications
• Financial services (KYC, tax returns, investor questionnaires)
• Digital agency tasks (website content, marketing assets)

Pricing

1. Starter Plan: Free

   • Unlimited workflows
   • 5 clients
   • 10GB storage

2. Business Plan: $40/month or $480/year

   • Unlimited workflows and clients
   • 50GB storage
   • Custom branding

3. Enterprise Plan: Custom pricing

   • Unlimited workflows and clients
   • Custom apps and API integrations
   • 24/7 dedicated support

Teams

ezyClients caters to various industries and team sizes, from small businesses to large enterprises. The platform is particularly useful for:

• Finance and accounting teams
• Legal departments
• Human resources
• Digital agencies
• Customer service teams