ezyClients - Streamline Client Onboarding, Document Collection, and E-Signature Solutions

Product Features of ezyClients

Overview

ezyClients is a comprehensive client onboarding and document collection software designed to streamline the process of gathering essential information and documents from clients. It offers a user-friendly interface and a suite of powerful tools to enhance the client experience.

Main Purpose and Target User Group

The primary purpose of ezyClients is to simplify client onboarding by automating document collection, managing intake forms, and facilitating e-signatures. It is ideal for businesses across various industries, including finance, digital agencies, and legal services, that require efficient client management solutions.

Function Details and Operations

• Dynamic Workflow: Automate procedures with customizable workflows tailored to specific client needs.

• Smart Forms: Easily create and manage intake forms to collect information from clients.

• E-Signature: Enable clients to sign documents digitally, eliminating the need for physical signatures.

• PDF Filler: Automatically complete PDF documents to save time and reduce errors.

• File Sharing: Share any type of files securely with clients.

• Automatic Reminders: Set up automated reminders to follow up with clients for document submissions.

User Benefits

• Save up to 70% of time spent on document collection.
• Provide a transparent and organized client experience.
• Centralize all client information in one place for easy access.
• Handle onboarding tasks with just a few clicks, reducing administrative burden.

Compatibility and Integration

ezyClients is designed to integrate seamlessly with various applications and platforms, allowing users to customize their workflows and enhance functionality. It supports SAML/OpenID Connect SSO for secure access.

Access and Activation Method

Getting started with ezyClients is easy and requires no credit card. Users can sign up for a free plan to explore the features and determine the best pricing plan that suits their needs, including options for business and enterprise levels.

Frequently Asked Questions

1. What is ezyClients?

ezyClients is a comprehensive client onboarding and document collection software designed to streamline the process of gathering client information, managing intake forms, and obtaining e-signatures.

2. How does ezyClients improve client onboarding?

ezyClients enhances client onboarding by providing automated workflows, smart forms for easy information collection, and a transparent client experience, allowing you to manage everything with just a few clicks.

3. Can I customize workflows in ezyClients?

Yes, you can adjust and customize workflows to fit your specific needs, ensuring that the onboarding process aligns with your business requirements.

4. Is there a limit to the number of clients I can add to the platform?

The number of clients you can add depends on the pricing plan you choose. The Starter plan allows for 5 clients, while the Business and Enterprise plans offer unlimited clients.

5. Can I cancel my subscription at any time?

Yes, you can cancel your subscription at any time without any penalties.

6. Can ezyClients be used for employee onboarding as well?

Yes, ezyClients can be utilized for employee onboarding in addition to client onboarding, making it a versatile tool for various organizational needs.

7. How do I get support if I have questions or issues?

You can reach out for support via email at [email protected] or by phone at +31 6 16 19 33 23. Our team is ready to assist you with any inquiries.

8. What types of documents can I collect using ezyClients?

ezyClients allows you to collect a variety of documents, including intake forms, e-signatures, and any other files necessary for your client onboarding process.

9. Are there automated reminders in ezyClients?

Yes, ezyClients includes automated reminders to help you and your clients stay on track with document collection and onboarding tasks.

10. Is there a free trial available for ezyClients?

Yes, ezyClients offers a free plan that allows you to get started without any credit card requirements, giving you the opportunity to explore its features.