How do I review this as an Agent?

Ensuring you are always in the loop, the ‘Collect’ platform gives you complete control. Simply login using the Collect Cloud (using any modern web browser, at a location that works for you), select the client you wish to review and you now have full access to all records collected. In every sense, you are now fully logged in as your customer. You have identical access rights (allowing you to perform the same set of actions your customers can).

Thanks to built-in 'instant sync' technology, you always have the most up-to-date copy of your customers records - no more chasing your customer to send you an export of their data, or manually entering thousands of records. Working with live data saves you time and money, freeing you and your team up to focus on what’s really important.

What’s more, our ‘Unsure’ category makes allocating records a breeze. Any income or expenses the customer is unsure about can be seen, allocated and saved - reducing error and removing a pain point for your customers (“how do I categorise this expense?”).