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Introducing the all-new TakeTurns
We’re thrilled to introduce the all-new TakeTurns. It’s our first major release since launch. It’s the result of feedback we received from our awesome user base. We think this update makes TakeTurns the safest, easiest way to work with people outside your organization.
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TakeTurns for

KYC

Streamline your KYC process. Replace all those complex and confusing email threads with a TakeTurns Flow. Centralize all your compliance requests for clients and ensure accountability and transparency at every step.

It all starts with a TakeTurns Flow™

Invite each customer to a secure workspace

Customers join your KYC Flow without having to sign up, just verify their email. Since only invitees have access, you ensure confidentiality and minimize breaches and accidental data disclosures.

Create collaboration in TakeTurns

Share and request KYC documents and set deadlines

Go beyond basic file sharing. Securely and simply distribute KYC instructions, questionnaires, and official document requests. Set deadlines so customers complete tasks promptly.

Create collaboration in TakeTurns

Gather customer responses with ease

Stay up to date. TakeTurns notifies you when your customers respond. Use the built-in chat to resolve issues, answer questions, and keep everyone on the same page.

Create collaboration in TakeTurns

Track each customers progress

You and other compliance stakeholders get a big picture view of what’s going on. See a complete timeline of the KYC—requests, uploads, messages. And it’s an audit trail to ensure your regulatory obligations are met.

Create collaboration in TakeTurns

See all open KYC processes on one page

Monitor progress of your entire KYC program. See the status of each open examination, identify bottlenecks, and adjust project timelines effectively.

Create collaboration in TakeTurns

Get started today