hivi-x is Canadian client document collection software for professionals: create reusable checklists, request files through a client portal, track missing items, and keep transaction records organized on Canadian-hosted infrastructure.
14-day free trial · no credit card required · prices in CAD
Use checklists, portal uploads, and progress tracking to keep the request and its supporting records together.
Build reusable checklist templates for repeatable workflows, then assign a checklist to each client or transaction.
Send clients a structured request instead of coordinating attachments across long email threads. Clients can review requests and upload requested files.
Track checklist progress, store supporting files, generate PDF reports, and maintain an audit trail of activity in one workspace.
Start with a reusable process, then keep each client's outstanding and completed items visible.
Start with a 14-day business trial and add your business details.
Define the documents and steps required for a repeatable client workflow.
Share the checklist or a guest-access link so the client can provide requested items.
Review uploads, follow outstanding items, and keep the completed record together.
Explore how checklist-led collection fits common professional workflows in Ontario and across Canada.
Use reusable transaction checklists, client uploads, missing-item tracking, and PDF packages for rental and transaction files.
Ontario RealtorsOrganize application intake, policy documents, and compliance files alongside your existing broker systems.
RIBO BrokersCollect supporting files for immigration matters with a clear checklist for clients and staff.
RCIC PracticesCoordinate financial disclosure and supporting documents through reusable matter checklists.
Ontario FirmsRequest tax documents and receipts through a structured client workflow instead of email attachments.
Accounting FirmsBuild consistent borrower files with application checklists and centralized supporting documents.
Mortgage BrokersReview the real-estate workflow in detail, compare adjacent products, or inspect the documentation and trust centre.
A practical guide to replacing ad hoc email follow-ups with a repeatable process.
Read more →Compare checklist-led document collection with an electronic-signature workflow.
Read more →Compare the products by workflow, client experience, and real-estate use case.
Read more →Review a practical checklist and answers to common rental-file questions.
Read more →Browse business guides and product documentation.
Read more →Review hosting, encryption, AI processing, controls, and subprocessors.
Read more →hivi-x is the collection layer in front of your existing systems, not a replacement for them. Collect and organize the file here, then export an audit-ready PDF package into whatever your practice already runs on. To be precise about what that means: the handoff is a package you export and upload — there are no native integrations with the products below.
Current prices, client limits, and storage limits are rendered from the same typed catalog used by the application.
per month
per month
per month
hivi-x is Canadian client document collection software for professionals: create reusable checklists, request files through a client portal, track missing items, and keep transaction records organized on Canadian-hosted infrastructure.
No. Businesses can share a guest-access link: the client verifies by email code and uploads the requested documents from a scoped guest cabinet without creating a full personal account. Uploading documents is what the guest cabinet does today — completing forms inside it is not available yet. See how a guest link works →
Application data is hosted in Canada. Data is encrypted with AES-256-GCM at rest and TLS in transit; AI processing runs on hivi-x infrastructure rather than third-party AI providers. Review the trust centre →
Starter includes 1 GB of storage and up to 50 active clients. Professional and Enterprise each include 1 GB of storage and unlimited clients. The entitlement catalog is the pricing and limit source of truth. Compare current plans →
Yes. Business accounts have a 14-day trial before a paid business plan is required.
No. The 14-day business trial starts when you first sign in — no card details are collected up front, and nothing is charged unless you choose a plan. See plans and billing answers →
Your account, clients, checklists, templates, and uploaded files are kept. What stops is access: once the trial ends you cannot continue working in the workspace until you choose a plan. Nothing is deleted because a trial expired, and choosing a plan restores access to the same data. If you need an export first, contact support. Read how the trial works →
Yes. Business plan prices are shown and billed in CAD, and the monthly amount on the pricing page is the amount charged — there is no setup fee and no per-client charge. For an invoice, tax receipt, or a question about sales tax on your subscription, contact support. Compare current plans →
Yes. Once you share a checklist, hivi-x emails your client about the items still outstanding — a first nudge a few days in, another as the due date approaches, and one if it passes. Each email names the specific documents and links straight to their upload page. Three emails per checklist is the maximum, and you can turn reminders off for any checklist.
Yes. Data residency, encryption, sub-processors, retention, and incident-notification timelines are published on the trust centre, and a data processing agreement is available on request. We do not hold a SOC 2 report today and will not claim otherwise. Open the trust pack →
hivi-x focuses on document collection, checklist progress, client uploads, and organized records. It can complement e-signature, CRM, BMS, practice-management, or transaction-management software rather than replacing every specialized system. See the DocuSign comparison →
Start a business trial now, or request a demo if you want to walk through your workflow first.
14-day free trial · no credit card required · prices in CAD