Key Features
Everything you need to streamline your workflow
Document Checklists
Specify exactly which documents you need. Clients see a clear checklist of required uploads.
Identity Verification
Verify uploader identity via email or SMS before allowing document submission.
Real-Time Progress
Track which documents have been uploaded and which are still pending. Send reminders automatically.
Secure Upload
256-bit AES encryption for all uploads. Documents are stored securely in your private vault.
Branded Experience
Add your logo and colors to create a professional, branded upload experience for clients.
Instant Notifications
Get notified immediately when documents are uploaded. Never miss an important submission.
Why Choose This Feature?
- Custom document checklists for each client
- Email and SMS identity verification
- Real-time upload progress tracking
- 256-bit AES encryption for all files
- Branded portal with your logo and colors
- Automatic reminder emails for pending documents
- Complete audit trail for every upload
- Organize documents by client and project
Perfect For
See how different industries use this feature
Mortgage & Lending
Collect income verification, tax returns, bank statements, and property documents from borrowers.
Legal
Gather evidence, contracts, and supporting documents from clients for case preparation.
Accounting
Request receipts, invoices, and financial statements from clients for tax preparation.
Real Estate
Collect buyer qualification documents, inspection reports, and closing paperwork.
HR & Recruiting
Gather new hire documents including I-9, W-4, direct deposit forms, and certifications.
Insurance
Collect claims documentation, photos, receipts, and supporting evidence from policyholders.
Ready to Get Started?
Join thousands of professionals who trust CertaintySign for their document needs.