OVER 120,000 USERS
PlanetVerify simplifies, streamlines, and secures the document and information collection process — helping you to save time, improve client experience, and ensure data compliance.
OVER 120,000 USERS
A Fast, Secure, and Compliant Way to Collect Client Documents and Information
PlanetVerify simplifies, streamlines, and secures the document and information collection process — helping you to save time, improve client experience, and ensure data compliance.
Leading companies in Real Estate, Accounting, and many other industries use PlanetVerify to collect sensitive documents and information from clients in a secure, compliant, and efficient way.
Many companies today still rely on legacy tools like email to collect documents and data — leaving themselves wide open to a range of issues around efficiency, security, and data compliance.
PlanetVerify solves this problem by automating and securing the entire document and data collection process — helping companies to reclaim hours in lost productivity, reduce security and compliance risk, and provide clients with a more professional first impression.
Save hours per week with PlanetVerify’s automated and encrypted document and data collection platform.
Eliminate the inefficiency and security risks associated with legacy document and data collection methods like email.
Meet GDPR, CCPA, and WCAG Compliance requirements.
Build trust with clients by providing an on-brand, professional, and compliant document and information collection experience.
Put together a list of documents and information you require from a client. Lists may be used over and over.
Once you activate the “Send Data Requests” the automated collection process goes to work, saving your team valuable time.
The client receives a link to their device or pc via email/SMS. Documents can be shared in seconds.
Scheduled email and SMS reminders ensure everything is collected.
Powerful end-to-end encryption protects your data and as email collection is bypassed, risk from email attachments is neutralised.
Intelligent automation means data arrives fully arranged and organised, easy to find, store and process.
Security lies at the heart of your data collection and PlanetVerify is committed to your data protection, and we’re proud to uphold the strict security measures demanded by ISO 27001.
ISO 27001 is the international security standard for secure information management. It guarantees the highest levels of data security and helps keep your business one step ahead of serious threats.
PlanetVerify takes your client data and business reputation seriously. As well as having the distinction of being independently certified for ISO27001 we are also fully compliant with GDPR, CCPA, and Patent Pending.
Request client files and data in a professional, highly secure, streamlined, and compliant manner.
PlanetVerify brings all your data and documents together in one place so you can process it quickly, efficiently and securely.
Unlock the time you may be wasting on chasing clients for documents and information.
A better experience for your customers, fewer headaches for your team. You’ll be set up in minutes
