Clustdoc is the new way to request, receive and process files and information as part of an onboarding, online application or registration. It's free to try and can get started today!
Most businesses want a professional valuation of their business. Whether they are contemplating an exit strategy or want to know the worth of a business acquisition, your clients want a fair appraisal of their business.
Accurate and effective business valuation can help your clients determine reasonable compensation for their business or find the best buy value of a business. Your professional expertise can give them an accurate estimate of the business or business interest.
To calculate a fair and realistic value of a client’s business assets, you need comprehensive and accurate information. Business valuation without detailed information is just guesswork.
Documents like the financial statements, shareholder and ownership details, organizational chart, and bank report are crucial for the realistic evaluation of any business.
While appraising a business can be stressful, it can be made easier with accurate information and the right tools. Clustdoc is the ideal choice if you're searching for a complex and detailed tool to help you get comprehensive data to appraise a client’s business.
The Best Software to Collect and Analyze Information
Clustdoc assists you in creating an automated business valuation checklist that your clients can follow.
With Clustdoc, you can collect all the necessary reports related to their business in one place. You can also effortlessly request documents from your clients.
Using this checklist, you can collect detailed business information for an accurate appraisal. You can quickly request business documents like– financial statements, legal contracts and agreements, ownership information, and more.
Collecting information and sharing them is an effortless task at hand when done with Clustdoc.
Using our free mobile app, your clients can submit documents without any hassle in their own time.
Easiest Way to Collect Financial Documents for Tax Preparation
One of the highlighted features of Clustdoc’s business valuation checklist is the automated file request feature.
With Clustdoc’s automated file request, you can quickly request your clients to share the list of files you need to evaluate their business. Your clients can submit these files easily on the platform.
One advantage of using Clustdoc is its Cloud Export feature. You no longer have to fear misplacing any document.
After your clients add files, Clustdoc saves them online on the cloud storage space in a unique folder so that you can access the files anytime you like.
Since business documents are highly private, you can not afford any leak of your client’s business files. Clustdoc provides data security features like data privacy control, control capture, etc.
The Most Secure Platform to Collect Confidential Business Documents
We value data privacy over all other benefits. Clustdoc meets strict standards for the security and encryption of your data to help you efficiently imply data regulations.
Clustdoc offers built-in security features and GDPR compliance for your business.
With Clustdoc, your clients can share documents without any security concerns.
We provide a white-labeled, safe, and secure online business valuation checklist interface where your clients can share files and stay updated with the valuation status.
Send Automated Notifications for Pending Files
Using Clustdoc’s Reminder feature, you can schedule and customize automated emails and SMS follow-ups for the pending documents.
Our application will send file received notifications, reminders and keep track of the document submission for you.
You don’t have to call or email your clients to notify them about wrong file submission or pending documents like you had to do without Clustdoc.
You can now easily exchange all of the information you need to generate an accurate valuation of any company or its assets.
We created a business valuation checklist template for you to save your time and effort.
Use The Best Valuation Checklist Software To Collect Documents
Ready to calculate a fair, defensible value for your client’s business or their business assets? Ask your clients to share accurate and up-to-date information for valuation using Clustdoc’s easy-to-use and modern application.
To make things even easier, we've designed a ready-to-use template that you can customize to suit your purposes.
Clustdoc simplifies the documentation process empowering you to provide a seamless, efficient, and frictionless experience to your clients.
Using Clustdoc as your application platform, simplify the hectic process of collecting information so that you can provide the best business appraisal service to your clients.
