Collect KYC documents without chasing clients
Send a secure link, let the client upload from their phone, and file only what you approve.
What you can do
A link, not an account
Clients open the link and upload. They never need a Wakala360 login.
A code to confirm it's them
When the client has an email address, they enter a 6-digit code sent to it, valid for 10 minutes. You can add a password too.
Scanned before you see it
Every file is scanned for viruses on upload.
You approve, then it's filed
Nothing lands on the client record until you approve it.
One place for every file
A document vault per client, with a storage meter for the agency.
Save from your phone
Share a file from your phone straight into Wakala360.
Questions
Does my client need to sign up?
No. They only need the link, and the code we email them when they have an email address.
What happens to a file before I approve it?
It's scanned for viruses and held for your review. Only files you approve are filed on the record.
Do I have to use the code?
No. You choose whether to ask for it when you send the request.
Related features
Try it on your own portfolio
7 days free on either plan. No payment details to start.