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Client document requests for bookkeepers, tax preparers, and small firms

Email is messy.
Portals are overkill.
RequestFlow keeps
client file requests simple.

Clients get a private checklist link to upload files, no account needed. You see what's missing, what needs review, and what's done.

No portal to manage. No spreadsheet to update. No inbox digging.

Overdue

2026 Tax Prep - Jordan Lee

Overdue status · 3 of 6 required items complete · Due Jun 11

ClientJordan LeeDue dateJun 11Required items3 of 6 complete
Overdue

Request overview

Client progress, blockers, and delivery actions for this request.

What is still blocking completion

Bank statement needs review, W-2 or 1099 is missing.

0
Bank statement

Needs review · bank_statement_may_2026.pdf · 471 KB

!
W-2 or 1099s

Not uploaded

No client login
One private checklist link
Every missing item tracked
How It Works

A simpler step up from email.

  1. 1Create checklist

    Add the documents you need.

  2. 2Send link

    Clients upload without creating an account.

  3. 3Review files

    Track status and request replacements as needed.

Workflows

Find the document collection path that matches your firm.

RequestFlow stays focused on client uploads, checklist status, and missing-item follow-up for small accounting, bookkeeping, payroll, and tax teams.

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Stop chasing client documents through email.

Send a request link to your client, track every item, and download the finished packet when it is ready.

Client document collection for accounting firms | RequestFlow