Pigeon simplifies and secures client document collection, reducing the need for follow-ups and streamlining the process.

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Pigeon is for professional teams that need to collect documents from clients without repeated manual follow-ups. It helps firms in areas such as accounting, insurance, real estate, and immigration manage requests and incoming files in one place. Teams can send clients itemized document checklists or upload links, with no client account required. Pigeon tracks submissions, sends automatic reminders, and lets staff review files, request changes, and download documents into organized folders. It also supports forms and e-signatures, custom branding, SMS notifications, and an Outlook integration.

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