DocRoundup

DocRoundup brings client document collection, forms, and e-signatures together in one simple request. Key features: • Send a single request with a clear checklist of documents and questions • Clients upload, answer, and sign through a link without creating an account • Email verification keeps each client's submission secure • Signature and initials collection for one or several signers • Reusable checklists you can edit for each client • Flags for possible document mismatches so you can review them first • One overview showing what's missing, ready for review, and accepted DocRoundup replaces the scattered mix of email attachments, form tools, and signing apps that teams usually juggle. Instead of chasing clients for bank statements, proof of address, and signed agreements one by one, you set up a request once and track every item in one place. Clients see exactly what to send, so fewer follow-up emails are needed and missing items are easier to spot. When a file arrives, the platform highlights possible mismatches against what you requested, giving you a heads-up without making the decision for you. Your team reviews the documents, answers, and signatures, then makes the final call. Customizing requirements, questions, and opening messages takes minutes, and saved checklists keep your process consistent across clients. DocRoundup is built for accounting firms, financial advisors, law practices, and any business that collects onboarding paperwork from clients. It suits teams handling KYC documents, contracts, intake forms, and compliance records who want a faster, clearer process for both their staff and their clients.