Your clients' documents, without asking for passwords by e-mail.
Choose the documents, send your client a link and follow the collection in real time. The official PDFs arrive in your Virtual Office, or directly in your CRM.
Who it is for
Credit intermediaries
IRS returns from recent years, credit liabilities report, bank accounts, contribution status and contribution history. The file ready for the bank.
Estate agencies
Property tax records, certificates, energy certificate and Simplified Land Registry Information (Informação Predial Simplificada) for taking on listings, the CPCV and the deed.
Accountants
Business start and changes, IVA, e-Fatura, freelance receipts (recibos verdes) and rents for all your clients, always up to date.
What you get in the Virtual Office
Clients
Each client's record with their request history and all the documents obtained.
Collection links
One link per request, with an expiry date, to send by e-mail, SMS or WhatsApp.
Real-time status
Open, authorised, collecting, completed. See, document by document, what has already arrived.
Credits
1 credit per document requested. If the document is not obtained, the credit is refunded.
API keys
Create collections from your CRM and receive the link ready to send.
Webhooks
We notify your system when the collection finishes, with an HMAC signature.
Credits
Prices exclude IVA. New accounts receive 5 credits to try it out.
25,00 € + IVA · 1,00 €/document
90,00 € + IVA · 0,90 €/document
200,00 € + IVA · 0,80 €/document
700,00 € + IVA · 0,70 €/document