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izzykyc · KYC & client onboarding

KYC software for firms, free to start.

Build your own KYC forms, send them to clients, and collect the details and documents you need to onboard them, all in your branded portal. izzykyc is KYC verification software for firms, from $5 per user, with a full 7-day free trial and no card to begin.

Start your free trial See the $5 plan
Build your own forms Clients complete in your portal Documents and e-signature No card to start
Build your KYC forms, collect what you need, and onboard clients, at $5 per user
Build your own formsCompose a KYC form from the sections you need, and save it.
Clients complete in your portalA branded form they fill in and sign, no account needed.
Documents and a signatureCollect IDs and proofs, with the client’s e-signature.
One flat $5Five dollars per user each month. Unlimited KYC forms.
Everything your KYC needs

Build it, send it, collect it.

Build a KYC form, send it, collect the documents, and keep a clean record. Scroll to see how it works.

01 · Build a form

Build your own KYC form.

Compose a KYC form from the sections you need, or start from a ready template. Save it once and reuse it for every client.

  • Ready templates for individuals and companies
  • Add your own fields, sections and questions
  • Repeatable sections for partners and owners
  • Save and reuse your forms
Your KYC forms
  • Individual KYCUse
  • Business KYCUse
  • Enhanced due diligenceUse
02 · They complete it

Clients complete it in your portal.

Send a link and your client fills in the form on your brand, from any device. There is no account to create, and their answers save as they go.

  • A branded form on your name and colours
  • No login for the client
  • Works on any device
  • Conditional questions, only what applies
New client KYC
  • Full nameJordan Blake
  • Date of birth12 Mar 1990
  • NationalityCanada
  • ID numberProvided
Your client fills it in, on your brand.
03 · Documents and signature

Collect the documents you need.

Ask for passports, proof of address, source of funds and any document you need. The client uploads them and signs the declaration to finish.

  • Collect IDs, proofs and company documents
  • The client signs a declaration to confirm
  • Everything filed in your document vault
  • A clean record with the time and date
Documents provided
  • Passport
  • Proof of address
  • Source of funds
  • Signed and confirmed
04 · Kept on file

A clean KYC record, on file.

The finished KYC is filed as a branded PDF with the client’s answers, documents, signature and the time it was submitted, ready for your compliance team to review.

  • A branded KYC PDF for every client
  • Answers, documents and signature together
  • The date, time and record of submission
  • Your team reviews and keeps it on file
Your FirmClient KYC
Jordan BlakeIndividual KYC
Submitted5 Aug 2026
On file
How it works

Onboard a client with KYC in three steps.

Build a form

Start from a ready template or build your own KYC form from the sections you need.

Send it

Your client opens a branded link, fills it in, uploads their documents and signs.

Review and keep on file

The completed KYC is filed as a branded PDF for your team to review and keep.

See it in action

Watch izzykyc onboard a client.

A short walk through building a KYC form, sending it and collecting the documents.

Everything izzykyc does

KYC compliance software built for firms.

Build the form, collect the documents, and keep a clean, branded record of every client you onboard.

A KYC form builder

Compose a form from the sections you need and save it.

Ready templates

Start from Individual, Business or Enhanced due diligence.

Your own fields

Add any question, section or field type you need.

Owners and partners

Repeatable sections for UBOs, partners and managers.

Document collection

Clients upload IDs, proofs and company documents.

E-signature sign-off

Clients sign a declaration to confirm their details.

A branded PDF and audit trail

Every KYC filed with the time, date and record of submission.

A submission register

See who has been sent a form and who has completed it.

Client portal and vault

A branded portal to collect, and a vault to keep it all.

Your process, your brand

KYC verification software, run your way.

izzykyc gives you the forms, the document collection and the record to run your own KYC checks. Your clients complete a form on your brand, and your compliance team reviews what comes back. izzykyc collects the information, and your team stays in control.

On your brandThe form, the emails and the record all carry your firm’s name and logo.
Your team reviewsizzykyc collects the details and documents. Your compliance team reviews and decides.
Add sanctions and PEP screeningPair izzykyc with izzycheck, our AML screening, to check clients against sanctions and PEP lists.
Included free

Your clients get a portal on your brand.

Every client signs in to a portal with your logo, colours and name, to see their documents and invoices and to work with you. There is no izzytap login for them, and no app to install.

  • Your logo, colours and name on every screen
  • Clients see their documents, invoices and requests
  • A secure document vault, 20 GB per user
  • Included free on every plan
A client portal on a phone, in the firm’s own brand
Simple pricing

Start free, then $5 per user.

Try the whole platform free for 7 days, then keep izzykyc for five dollars per user each month.

Free trial
$0for 7 days

The full platform, no card required.

Start free trial
  • Build and save your own KYC forms
  • Ready templates for people and companies
  • Clients complete and sign in your portal
  • Document collection and a branded PDF
  • Client portal and vault included
izzykyc KYC & onboarding
$5/ user / month
Billed monthly · cancel anytime

Everything in izzykyc, for your whole team.

Get izzykyc
  • Everything in the free trial
  • Unlimited KYC forms and submissions
  • Repeatable sections for owners and partners
  • A submission register and audit trail
  • Priced by team size, cancel anytime

Prices in USD, per active team member. KYC forms, sends and submissions are unlimited. Sanctions and PEP screening is a separate product, izzycheck, our AML screening.

Answers

KYC software, answered.

The questions firms ask us before they start.

What is izzykyc?
izzykyc is KYC software for firms. You build your own KYC forms, send them to clients, and collect the details, documents and signature you need to onboard them, all in your branded portal.
Does izzykyc verify identities automatically?
No. izzykyc collects the information and documents you need, and your compliance team reviews and verifies them. It does not run automated identity checks. For sanctions and PEP screening, add izzycheck, our AML screening.
Can I build my own KYC forms?
Yes. Compose a form from the sections you need, add your own fields and questions, and save it to reuse. There are ready templates for individuals and companies to start from.
Can clients upload documents?
Yes. Clients upload passports, proof of address, source of funds and any document you ask for, and sign a declaration to confirm. Everything is filed in your document vault.
Is the form branded as my firm?
Yes. The form, the emails and the filed PDF all carry your firm’s name, logo and colours. izzytap runs quietly in the background.
Is it really free to start?
Yes. You get the full platform free for 7 days with no card. After that, izzykyc is $5 per user each month, KYC forms are unlimited, and you can cancel anytime.

Onboard your next client today.

Free for 7 days, then $5 per user. No card to start.

Start your free trial See the $5 plan