Replace paper forms, email-based data collection, and manual processes with a connected digital flow, customer information collected, consent recorded, audit trail created automatically.
Getting customers started should be fast. Getting it right, legally, operationally, and in a way you can prove later, is where most businesses are still failing.
Describe your situationFrom identity verification to consent collection to document generation, every step of the onboarding process handled, connected, and audit-ready.
Collect the information you need from customers, IDs, documents, declarations, or any custom fields, through a guided digital form. No printing, no email attachments, no manual data entry on your end.
Customisable digital forms with legally binding e-signature. Configurable consent types, conditional logic, and multi-language support for international customers.
Every completed onboarding creates a timestamped, tamper-evident record. Stored with the associated documents, retrievable on demand for any compliance review.
Confirmation PDFs, membership agreements, and welcome packs generated automatically on completion. Branded, EAA-accessible, and delivered directly to the customer.
Completed onboarding data flows automatically into your CRM, membership platform, or backend database. No manual data entry. No copy-paste errors.
The entire onboarding flow works on any device, no app install required. Customers can complete verification and sign documents from their phone in under two minutes.
KYC Easy and Waiver Easy are built by Actual Reports. We implement them, configuring flows, branding, integrations, and compliance requirements, rather than handing you a login and leaving you to it.
See all productsAny business that needs to verify who a customer is, collect their consent, or prove that they did, before a service begins.
Gyms, studios, and wellness centres collecting health disclaimers, membership agreements, and liability waivers, digitally, at sign-up or on the day.
Regulated businesses that need to collect client information systematically, maintain documentation for compliance purposes, and keep a clear audit trail for every new client relationship.
Clinics and practitioners collecting patient consent forms, medical history declarations, and treatment agreements, with signatures that hold up legally.
Adventure sports, escape rooms, paintball, and any activity where participants need to acknowledge risks in writing before taking part.
Law firms, accountants, and consultancies that need to formally onboard clients, collect engagement letters, and maintain documented consent for data processing.
Short-term rental operators, property managers, and vehicle hire companies collecting ID, security deposit agreements, and terms acceptance at booking.
Tell us your current onboarding flow. We'll scope what it takes to replace it with something that works, and holds up under compliance scrutiny.
No commitment. Typically live within 2–4 weeks of scoping.