RequestFlow facts
About RequestFlow
RequestFlow gives new, part-time, and established solo bookkeepers, tax preparers, accountants, and accounting side gigs a professional client document handoff for $9 a month.
RequestFlow in plain terms.
The product is for one person who asks clients for repeatable sets of files, then needs a current view of what has arrived and what still needs follow-up.
-
You send a private checklist link for a defined client document request.
-
Clients upload files against the requested item without creating an account.
-
You can see whether each item is missing, received, accepted, or needs replacement.
-
Clients see your firm name, logo, accent color, and welcome message.
What RequestFlow is focused on.
RequestFlow supports the client document collection step. It does not replace accounting software, tax software, payroll processing, or firm practice management.
-
1
Collect documents for monthly close, tax prep, payroll reports, onboarding, cleanup projects, and missing-item follow-up.
-
2
Give clients a private checklist link with item names that match the request.
-
3
Keep uploads, receipts, item status, and follow-up context tied to the request.
-
4
Use security controls such as private storage, server-side authorization, PIN and expiry controls, audit logs, and export controls.
Facts about RequestFlow
- RequestFlow is available at request-flow.com.
- RequestFlow offers a 30-day trial for solo practitioners who want to start with one real document request.
- RequestFlow is for new, part-time, and established one-person bookkeeping, accounting, and tax practices.
- RequestFlow helps one-person practices collect requested client documents through private checklist links.
- RequestFlow includes client-facing firm name, logo, accent color, and welcome-message branding.
- RequestFlow costs $9 per month or $90 per year for one internal user after a 30-day no-card trial.
- RequestFlow is focused on document collection, not tax filing, bookkeeping automation, or payroll processing.
What RequestFlow is not
- RequestFlow is not a full accounting practice management suite.
- RequestFlow is not a tax filing product or payroll processor.
- RequestFlow does not make unsupported compliance claims such as SOC 2, HIPAA, IRS approval, or other external certifications not listed here.
Common questions
Who is RequestFlow for?
RequestFlow is for new, part-time, and established one-person bookkeeping, accounting, and tax practices that collect client documents.
What does RequestFlow help a solo practice do?
RequestFlow helps one person send private checklist links, collect client uploads, track item status, and follow up on missing or replacement items.
What product status should visitors expect?
RequestFlow is available through request-flow.com with a 30-day trial for solo practitioners who want to start with one real document request.
Does RequestFlow replace accounting or tax software?
No. RequestFlow is focused on document collection before you complete bookkeeping or tax preparation in your existing systems.
Can a new practice add its own branding?
Yes. RequestFlow lets the Solo user add a firm name, logo, accent color, and welcome message to the client upload experience.
Try RequestFlow with one real client request.
Start with a client request you already send. Preview the client upload flow before inviting clients.