Request income documents, statements, and supporting files, send authorities or agreements for signature, and return documents through one organised client exchange.
$9.99/month. 3 seats included. No credit card required.
Show exactly what is required and what remains outstanding.
Use notifications and reminders on supported tasks to reduce manual follow-up.
Incoming files, signed documents, and files returned to the client remain connected to the relevant task.
Request statements, income documents, identification documents, and other client-supplied files through a clear checklist.
Prepare the PDF, notify the recipients, and keep the completed document and audit certificate together.
Keep client uploads, outgoing documents, messages, and the completion record connected to the same exchange.
Clients receive a focused link for the documents, signature, or action required, while your team can see what remains outstanding.
Recommended Vukorix tools: Secure Receive · E-Sign · Secure Exchange · Smart Forms
Use Secure Receive to request statements, income documents, identification documents, and other supporting files through one checklist.
For most recipient tasks, no. Clients open the link to upload files, sign, complete, or access the requested document.
Yes. Secure Exchange lets your team collect files and send documents back through the same organised exchange.
No. Vukorix can collect identification documents and provide recipient access checks, but it does not independently verify identity or determine regulatory compliance.
Try every Vukorix product for 7 days. No credit card required.