Why Kaddim?

Tracking document requests (including chasing and reminders) can be a nightmare. with Kaddim, this is all done for you.
Be professional

Be professional

Delight your clients with branded client portals & personalised emails, and stand out from the competition.

Deliver great client experiences

Get correct documents and information

Provide a simple and intuitive sharing experience for your clients and use clever workflow features to request changes.

Process clients faster

Process clients faster

Kaddim will save you time by streamlining your document and information collection process so you can work more efficiently.

Secure your client data

Stop chasing clients

Kaddim reminds your clients through timely emails and SMS notifications to ensure they share what you need in time.

Don’t wait weeks for documents and information to arrive. Kaddim makes the process of sharing content super quick. It even reminds busy clients, so you don’t have to.

Secure your client data

Have peace of mind, knowing that your client data is secured using enterprise-grade security and the knowledge that 3rd party security consultants have audited our platform.

Win more clients

Win more clients

Leads who share documents and information are more likely to become a client. Deliver an exceptional client experience and quickly convert leads to customers.

Key Features

Client Portal

Each client receives their own dedicated portal where they can share documents, files and information with you.

Templates

Create and customise as many templates for document and information requests to work more efficiently.

File rename feature

Kaddim will rename your files for you so you don’t have to.

PDF converter

Don’t waste time converting images and files into PDF, Kaddim does that for you.

Seamless Bankstatement Collection

We’ve partnered up with Bankstatements.com.au to make bankstatement collection a breeze.

Whilte labelled

Make Kaddim look like a custom tool by white-labelling everything from emails to your client portal.

Share files

You can use Kaddim to share files and documents in addition to collecting them.

Chat and comment

Allow you and your clients to chat and clarify questions right within Kaddim.

Email read receipts

Know if your client has opened your emails.

Request dashboard

Know where each request is at a glance using an intuitive and powerful dashboard.

Reminders

Stop chasing and reminding clients, Kaddim has built in reminders and will follow up with your clients via email and SMS.

See for yourself!
No credit card required
14 day free trial

Coming Soon!

Smart forms

Create beautiful client onboarding forms and collect information in addition to documents and files.

Videos

Embed videos in your client portal and delight your clients with an exceptional experience.

Audit trail

Have visibility over all the details, such as when your client visited their portal and all other interactions.