
Kaddim
Kaddim streamlines getting documents and information from clients, eliminating time-consuming and messy collection processes. It provides organised portals for secure file requests, tracking, and automated follow-ups with clients.
Documents
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How to Optimize Your Workflow with This Integration
Finance
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Collect required mortgage documents from applicants through organised portals.
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Client Onboarding Documents
Request and track legal documents from new clients with automated reminders.
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Tax Preparation Portal
Gather tax documents from clients efficiently with secure upload portals.

