FOR BUSINESSES
Exchange Personal Information Securely & With Ease
Bank-Grade Security
Every inch of our platform uses best-in-class cyber security standards.
Digital Forms
Ditch the clipboards and paper forms with fully digital forms.
User Friendly
A seamless, modern user experience that your clients will absolutely love.
Legal E-signatures
Collect legally binding esignatures on forms and agreements.
Online Access
Easily access sensitive documents securely collected by Valtio without having to store them.
Family Members
Manage documents for all family members together or separately, it's your choice!
How does it work?
Send a Data Request
Leverage Valtio's Request Templates to quickly and efficiently send data requests to your customers.
If your customers are already on the Valtio platform they will receive both an email and push notification on their mobile devices informing them of your request.
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Otherwise, they will be invited to join the Valtio platform and complete the request.
Clients Complete the Request
Customers can review and complete your data request with an intuitive workflow directly on their mobile devices.
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They'll be able to complete forms, accept agreements, and attach documents directly from their phones.
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We'll help them scan physical documents if necessary or even attach documents from their other cloud storage solutions.
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They'll even be able to delegate certain forms to third parties such as a medical practitioner or an attorney.
The Documents Are at Your Fingertips
Valtio will collect and group together all the data and documents collected from a customer into an easy-to-navigate dashboard.
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You'll even be able to manage data for multiple family members under a single customer account, streamlining the process for both you and your clients.
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Our advanced searching and filtering help you locate the exact documents you are looking for, anytime you need them, with just a few button clicks.
An experience your customers will love.
