The account document system for private client banking

NiceDocs streamlines account document management to make sure your time with customers is spent on meaningful interaction, not administrative work.

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Simplifying document requests for you and your clients

NiceDocs document requests all in one place

Everything in one place

NiceDocs removes emails from the process and provides a centralized location to complete and collect account documents.

NiceDocs document request tracking

Tracking that’s painless

NiceDocs provides a live checklist of everything you’ve received and smart alerts to let you know when to reach out to clients.

NiceDocs easy custom interactive forms

Forms made easy

NiceDocs makes forms interactive and allows all parties to fill out and execute client paperwork directly within our platform.

Providing value over the entire lifecycle of your client relationships

NiceDocs document requests for onboarding clients new bank account opening

Client onboarding

NiceDocs organizes the new account opening process to eliminate stress for you and your clients.

NiceDocs know your customer IDs and KYC document requests

Know Your Customer

NiceDocs simplifies KYC activities by making it easier to collect customer documents including passports and utility bills.

NiceDocs document requests for ongoing bank account document needs

Account maintenance

NiceDocs stores account records and automates requests for tax forms and document updates.

Get started with NiceDocs

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