Client Onboarding Shouldn't Feel Like Detective Work
Ditch the outdated PDFs and messy email threads. Documentsy makes it easy to gather everything you need from your clients, all in one place, quickly and securely.
- 14 day free trial
- No credit card required
Trusted by 100+ businesses
Say Goodbye to Client Onboarding Chaos
Tired of juggling emails, missing documents and incomplete information?
Documentsy lets you streamline client onboarding with branded forms, unique links and easy exports, so you get everything you need quickly and effortlessly.
Custom-Branded Client Forms
Deliver a fully branded onboarding experience that reassures clients at every step, builds trust and reflects your professional identity.
Our custom forms make data collection effortless and organized, so you get everything you need without confusion or delays.
Secure Unique Links
Share secure, unique links that give clients simple, direct access to their forms or embed on your website - no accounts or passwords needed.
Organized Client Submission Hub
View, manage and download all client submissions from a single, easy-to-use dashboard. No more digging through emails or folders.
Faster Client Onboarding
Clients Onboarded Per Month
Form Uptime
How Documentsy Works
Getting started is quick and straightforward. Create a branded form in minutes, send your client a secure unique link, then easily view and download all submissions - simple.
Create Your Form
Design custom, branded forms in minutes, no coding required, so clients know exactly what information and documents to provide.
Share With Clients
Send your clients a secure link that’s easy to access or embed your form on your website and keep submissions organized and confidential.
Collect & Download
View all client submissions in one centralized dashboard and download submissions as PDFs or CSVs for seamless processing.
Trusted by Over 100 Businesses Worldwide
Join hundreds of companies who have streamlined their client onboarding with Documentsy.
Hear how easy it is to collect, organize and manage client information, saving hours each month.
Simple, Transparent Pricing With No Surprises
Choose the plan that fits your business needs. Start with a 14-day free trial - no credit card required.
Got Questions? We’ve Got Answers.
We’ve compiled the most common questions to help you get started with confidence. If you don’t see your question here, our support team is ready to assist you anytime.
Once the limit is reached, new submissions will be paused until the next billing cycle or until you upgrade your plan.
Yes! All plans come with a 14-day free trial. You’ll have access to all features, so you can see how it fits your workflow before subscribing.
Absolutely. You can export your form submissions at any time as a CSV file or a PDF for easy reporting and record-keeping.
No. All plans include the same features, including custom branding, form builder, and data export. The only difference is the number of forms and submissions you can use each month.
Yes. You can upgrade, downgrade, or cancel your subscription at any time directly from your account dashboard. No long-term contracts or hidden fees.
Ready to Simplify Your Client Onboarding?
Join over 100 businesses transforming how they collect client information and documents. With Documentsy, onboarding is faster, easier and more secure, all with zero hassle. Start your free trial now and experience the difference.