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 one checklist that asks questions, collects document uploads and gets e-signatures. Items can show only when an earlier answer calls for them. Clients open it from a secure link with a one-time code sent by email, with no account needed, in English, French or six other languages.
Track checklist progress, store supporting files, generate PDF reports, and maintain an audit trail of activity in one workspace. When a client returns, open a new case on the same record instead of starting over.
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 BrokersCollect candidate documents and track outstanding items before placement.
Candidate documentsOrganize tenant applications, supporting documents, and follow-up requests.
Tenant applicationsCollect intake forms and consent documents before the first appointment.
Client intakeKeep staff onboarding documents and client intake requests organized.
Staff and client intakePrepare patient intake documents and track missing forms before visits.
Patient intakeCollect client onboarding documents and track outstanding requests in one place.
Client onboardingExplore practical document checklists for different professions, from client intake to applications and onboarding.
Prepare the documents needed for an Ontario rental application.
Read more →Organize the documents for an Ontario auto insurance application.
Read more →Plan document collection for an Express Entry application.
Read more →Prepare client documents for a T1 personal tax return.
Read more →Organize candidate documents for recruitment and onboarding.
Read more →Prepare intake forms and supporting documents before a visit.
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.
Every plan includes the full document collection workflow. Plans differ in clients, storage, e-signature requests and portal branding.
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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. You send a secure guest link. The client confirms a code sent to their email, then answers your questions, uploads the documents you asked for and signs, all from one page, with no account or password. Only full PDF form documents sent from the Documents tab need a free my-id.ca account. 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 up to 50 clients, 1 GB of storage and 10 e-signature requests a month. Professional includes unlimited clients, 5 GB of storage and 50 e-signature requests a month. Enterprise includes unlimited clients, 10 GB of storage and unlimited e-signatures. A client counts toward the Starter limit until you delete it. 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 →
Partly. hivi-x has built-in e-signature for routine documents: send a PDF from a client's Sign tab, or add an E-signature item to a checklist. The signed PDF is hash-locked and can be checked at my-id.ca/verify, and comes with a certificate of completion. Keep DocuSign or brokerage, carrier or lender signing where it is required. For the rest, hivi-x works alongside your CRM, BMS, practice-management or transaction-management software rather than replacing it. 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