CollectBreeze Lifetime Deal
As an agency or accountant, you have to deal with documents on a daily basis, and managing them manually is a struggle.
Do you want a space that securely stores all your documents and automates document requests?
Meet CollectBreeze, document collection software, lifetime deal. This one tool helps you create and send a document request easily and simply. It offers a private portal that does not require a login and auto-saves progress.
Collectbreeze lets you send automatic email reminders using your templates and business email address. And in just one click, you can approve or reject incorrect documents or responses. Plus, with Collecbreeze, you can easily view, download, and export files in various formats and benefit from auto-export with integration to cloud storage services like Google Drive and Dropbox.
This one tool is an all-in-one solution for teams of any size to collaborate in minutes and unlock multiple integrations with Zapier, personalised branding, virus and malware scanning, daily data backup, and more.
Check out upcoming features here.
One-time payment. Lifetime access.
30 Days Money-back Guarantee
CollectBreeze Lifetime Deal
As an agency or accountant, you have to deal with documents on a daily basis, and managing them manually is a struggle.
Do you want a space that securely stores all your documents and automates document requests?
Meet CollectBreeze, document collection software, lifetime deal. This one tool helps you create and send a document request easily and simply. It offers a private portal that does not require a login and auto-saves progress.
Collectbreeze lets you send automatic email reminders using your templates and business email address. And in just one click, you can approve or reject incorrect documents or responses. Plus, with Collecbreeze, you can easily view, download, and export files in various formats and benefit from auto-export with integration to cloud storage services like Google Drive and Dropbox.
This one tool is an all-in-one solution for teams of any size to collaborate in minutes and unlock multiple integrations with Zapier, personalised branding, virus and malware scanning, daily data backup, and more.
Check out upcoming features here.
$59.00$590.00
$118.00$1180.00
$177.00$1770.00
Hey, I’m Haseeb from CollectBreeze.
I’m really glad we got a chance to connect. CollectBreeze started with a simple idea: make document collection effortless for businesses. Our focus has always been on building tools that cut through the messy parts of client onboarding and file management so teams can work smarter, not harder.
Here’s the exciting part: what you’ll actually get with us. CollectBreeze is a streamlined platform that takes the pain out of gathering documents. No more chasing clients over email or drowning in attachments. Everything is organized, automated, and easy to track, so your workflow just…flows.
Q 1: How do I contact support?
– Try searching a topic over at our Help Center or Email at [email protected].
Q 2: What is a request?
–Think of a request as a form. It can have any number of questions, fields, and file upload inputs.
When you need some information, you send a request (for information). When you send a request to a person (or organization), CollectBreeze will periodically remind them to fill it out.
If you send another request to a (different or even the same) person, that will be considered as 2 separate Requests.
Once a request is completed, it no longer counts towards your plan limit.
Q 3: What is a Checklist?
–Checklist in CollectBreeze is a list of the information you require from your clients. Checklists make it easier to follow and track progress and serve as a reminder of the information to be provided.
Note: Checklists and Requests are the same thing in CollectBreeze. Checklists become Requests once they are sent to your customer or client.
Q 4: What will a Reminder look like?
-They send automated reminders to your clients for approaching deadlines and remind them to provide the information you require.
Learn more: What will a Reminder look like?
Q 5: Do I need to know how to code?
–No! Automate routine collection tasks using our #nocode intuitive drag-and-drop editor and dashboard.
You can even start with one of our templates and personalize it as you go along.
Q 6: Who can see our responses and submissions?
–Only you can see your data (or your team members you allow access to).
Your data is stored and fetched using industry standard and current encryption protocols for HTTPS. They also encrypt your data at rest.
Q 7: Will my data be private?
– Yes! They do not access any customer data as a strict matter of policy, unless you’ve given us explicit written approval to do so for support, migration, or for debugging any issues.
Q 8: Will my client’s data be safe?
–The security and integrity of your data is important to you and we understand the immense responsibility we have to safeguard your data and maintain your trust in us.
CollectBreeze is more secure than email. They’ve put in place industry-leading security and operational measures to keep your data safe when it resides on CollectBreeze systems.
All data exchanged between your systems and our system is encrypted in transit using industry standard and current encryption protocols for HTTPS. They use full disk encryption across their entire infrastructure, so data is encrypted at rest as well.
Q 9: Is CollectBreeze more secure than e-mail?
– Yes! CollectBreeze uses encryption across our entire infrastructure, is not susceptible to spam or phishing (unlike email), and (your) email addresses are not exposed or made public to strangers on the internet.
3 reviews for CollectBreeze : Secure, Easy Document Collection Tool
Raj P. –
CollectBreeze has been a game-changer for my freelance consulting firm! Before, chasing down client docs via email chains was a nightmare—lost files, endless follow-ups, and zero security. Now, with Breeze’s secure sharing links, everything lands in one organized dashboard.
Mike T. –
Solid tool for streamlining onboarding paperwork. The ease of use is spot-on—no clunky interfaces here. I set up custom forms for new hires, and responses auto-populate into our CRM.
Sarah J. –
Perfect for gathering vendor contracts and attendee waivers without the hassle.