For firms that verify clients
Client documents expire. Notice before your auditor does.
Docurrent keeps a register of every client document with a shelf life — IDs, proofs of address, licences, certificates — warns you before they go stale, and automatically asks the client for a fresh copy.
Early access, shaped by the first 25 firms. No spam, one or two emails total.
The spreadsheet always loses
If your firm runs KYC or AML checks, holds vendor certificates, or keeps client files audit-ready, you already track expiry dates somewhere — a spreadsheet, a calendar, someone's memory. That system works until the week it doesn't.
Stale files fail audits
An expired ID in a KYC file is a finding waiting to be written. Regulators and auditors check dates first.
Chasing eats hours
Writing "could you send an updated copy" emails, one client at a time, then chasing the non-responders again.
Collection tools forget
Document-request tools collect once and move on. None of them knows that what they collected goes off.
How it works
List what expires
Add clients and their documents with a validity period — or pick from templates for KYC files, insurance certificates, and licences.
Get warned early
Docurrent watches the dates and tells you what's going stale 30, 14, and 3 days out. One screen, whole firm.
Re-requests go out alone
Clients get a friendly email with a secure upload link. Reminders repeat until the fresh copy is in. You only hear about it when it's done.
Built for
- Accounting and bookkeeping firms with AML obligations
- Compliance teams at small regulated firms — payments, crypto, lending
- Anyone holding vendor or contractor certificates that lapse
Fair questions
Is this another client portal?
No. Docurrent does one job: it knows which documents expire, warns you, and collects fresh copies. It sits alongside whatever you already use.
Where is the data stored?
On EU servers, GDPR-first. Built in Germany by someone who spent a decade inside bank compliance and audit.
What will it cost?
Priced for small firms — the plan is a simple monthly fee well under the big collection suites. Waitlist members get founding pricing.
Never let a client file go stale
Join the waitlist and help shape the first version. The first 25 firms get founding pricing for life.