All articlesHomeRequest Demo
Contents

Set up your business account

Set up your business account

  1. Sign up at hivi-x.ca (use Create Account or Request Demo).
  2. Complete your business profile (company name, contact).
  3. Create your first checklist or document request template.
  4. Add clients and send your first document request.

You can customize checklists and templates later. Setup usually takes a few minutes.

Organize client document intake with checklists

hivi-x helps Ontario professionals collect client documents with reusable checklists, secure Canadian hosting, and exportable PDF packages.

Request a demoCreate your account
  • How to request a demoRequest a demo of hivi-x to see how client document collection and one-tap approval work for your business.
Set up business account | hivi-x Docs