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    Anytime Capital
    Onboarding & verification

    Collect the documents without the paperwork chase

    Send one request and let your customer upload their ID, license, tax form or agreement from their phone. Everything lands verified, timestamped and attached to the right record.

    Get startedTalk to our team
    • One link, any document
    • Upload from a phone
    • Stored against the customer
    Verification · Atlas Freight
    • Government IDVerified
    • Operating licenseVerified
    • Business formation docsIn review
    • W-9Received
    Mobile uploadAutomatic remindersAudit trailEncrypted at rest

    Who we work with

    Built for the businesses that actually run the economy

    From a two-person accounting practice to a dealership floor to a touring artist's LLC — if money moves through your business, it can move through Anytime Capital.

    • CPAs & Accountants
    • Financial Advisors
    • Boat & Auto Dealerships
    • Dental & Medical Practices
    • Creators & Coaches
    • Music & Entertainment
    • Agencies & Consultants
    • Contractors & Trades
    • E-commerce & Retail
    • Law Firms
    • Salons & Spas
    • Gyms & Studios
    • Restaurants & Hospitality
    • Real Estate & Property
    • CPAs & Accountants
    • Financial Advisors
    • Boat & Auto Dealerships
    • Dental & Medical Practices
    • Creators & Coaches
    • Music & Entertainment
    • Agencies & Consultants
    • Contractors & Trades
    • E-commerce & Retail
    • Law Firms
    • Salons & Spas
    • Gyms & Studios
    • Restaurants & Hospitality
    • Real Estate & Property

    What you can collect

    Whatever your industry actually requires

    A dealership needs a title and a license. A dental practice needs an insurance form. A contractor needs a certificate. The request adapts to the business you actually run.

    Identity verification

    Photo ID captured and checked from the customer's own phone, with liveness handled in the flow.

    Licenses and certificates

    Trade licenses, operating permits, insurance certificates and registrations, with expiry tracked.

    Business verification

    Formation documents, ownership details and business identifiers collected in one structured request.

    Tax and agreement forms

    W-9s, contracts and signed terms gathered up front so you aren't hunting for them at year end.

    A record that holds up later

    Every upload, review and approval is timestamped and attributed, so you can show what you collected and when.

    Encrypted end to end

    Documents are encrypted in transit and at rest, with access limited to the people you authorise.

    For your customer

    Three taps, from a phone, in the parking lot

    The reason document collection stalls is friction. Removing the account, the app and the scanner removes most of the delay.

    • No account to create

      They open the link you sent, upload, and they're done. Nothing to sign up for or remember.

    • Camera, not scanner

      Photos taken on a phone are accepted and processed, so nobody has to find a scanner or a desktop.

    • Reminders that aren't you

      Outstanding requests chase themselves on a schedule you set, instead of sitting on your to-do list.

    • You see status live

      Requested, received, in review and approved, per document, so you know exactly what's blocking the job.

    Open requests

    Live
    • Atlas Freight3 of 4 received
    • Riverside DentalComplete
    • Vega Media GroupReminder sent
    • Northgate MarineComplete

    Identity & verification

    Know exactly who you are dealing with

    The same identity checks that clear customers onto our own platform, opened up for yours. Send a link, and the customer proves who they are from their phone — no app, no account, no reader on your counter.

    The same checks run for your own customers, pointed at yours. Send the link, and they prove who they are from the phone already in their hand.

    • Face match with liveness

      A selfie checked against the photo ID, with liveness in the flow — so it is the actual person, not a photo of one.

    • Cards checked in real time

      The customer shows the card they are paying with and it is verified on the spot, before you hand anything over.

    • ID and document capture

      Licenses, permits, insurance certificates and tax forms collected from the customer's phone camera, with expiry tracked.

    • Device intelligence

      The device behind the payment is recognised — including the ones that have failed you before, through cleared cookies and private browsing.

    • Your branding, your coloursRolling out

      The verification step carries your name and palette, so it reads as part of your business rather than a hand-off to someone else's.

    • 3-D Secure step-upRolling out

      Push a high-value card payment through issuer authentication and move the chargeback liability off your books.

    Verification session

    Live
    • Face match & livenessWaiting
    • Card checked · ending 4242Waiting
    Checking who this actually is…

    How it works

    Request, collect, approve

    The whole cycle usually closes the same day rather than the same week.

    1. 1

      Choose what you need

      Pick the documents this customer has to provide for the work you're about to do.

    2. 2

      Send one link

      Text or email it. Your customer needs no account and no app.

    3. 3

      They upload from a phone

      Photos are captured, checked and submitted in a couple of minutes.

    4. 4

      You approve and get on with it

      Approved documents attach to the customer record and stay findable for good.

    Businesses on the platform
    1,000+

    Businesses on the platform

    US states supported
    43+

    US states supported

    US-based support
    24/7

    US-based support

    Monthly platform fees
    $0

    Monthly platform fees

    Frequently Asked Questions

    What kinds of documents can I collect?

    Government ID, business formation documents, trade and operating licenses, insurance certificates, tax forms such as W-9s, and signed agreements. If a document matters to the job, you can request it.

    Does my customer need to download anything?

    No. They open the link you send, take photos with their phone camera, and submit. There is no account to create and no app to install.

    How are documents stored?

    Encrypted in transit and at rest, attached to the customer record, and visible only to the people you have granted access. Every view and approval is logged.

    Can I track licenses that expire?

    Yes. Documents with an expiry date are tracked, so you can see what is about to lapse before it becomes a problem on an active job.

    What if a customer never completes the request?

    Reminders send automatically on the schedule you choose, and the request stays visible in your outstanding list with its exact status until it is either completed or cancelled.

    Stop chasing paperwork

    Open a business account and send your first verification request — the documents come back attached to the customer they belong to.

    Get startedSee customer management
    Anytime Capital

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    • Atlanta, Georgia
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