RequestFlow facts

About RequestFlow

RequestFlow is a web product at request-flow.com for small firms that need a cleaner way to collect client documents.

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Private checklist link No client account Missing-item status

Founding Solo from $9/mo PIN and expiry controls Upload receipts and audit log

RequestFlow in plain terms.

The product is for firms that ask clients for the same types of files, then need a current view of what has arrived and what still needs follow-up.

Firms send a private checklist link for a defined client document request.
Clients upload files against the requested item without creating an account.
Staff can see whether each item is missing, received, accepted, or needs replacement.

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

Use plain item names tied to the client work in front of you.

RequestFlow is available at request-flow.com.
RequestFlow offers a 30-day trial for firms that want to start with one real document request.
RequestFlow is for small bookkeeping, accounting, tax prep, payroll, controller, and fractional CFO firms.
RequestFlow helps firms collect requested client documents through private checklist links.
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.

Built around requested items, not loose uploads.

Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.

See product screens

RequestFlow firm request detail with needs-review, approved, and missing client documents — **Firm request detail** Review files, request replacements, resend the client link, and download approved files from one request.

RequestFlow mobile client checklist showing no-account upload status — **Client checklist** Clients see requested items, received files, and replacement guidance without creating an account.

Common questions

Who is RequestFlow for?

RequestFlow is for small bookkeeping, accounting, tax prep, payroll, controller, and fractional CFO firms that collect client documents.

What does RequestFlow help firms do?

RequestFlow helps firms 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 firms that want to start with one real document request.

Does RequestFlow replace accounting or tax software?

No. RequestFlow is focused on document collection before the firm completes bookkeeping, tax preparation, payroll, or advisory work in its existing systems.

Try RequestFlow with one real client request.

Start with the client request your team already sends every month. Preview the client upload flow before inviting clients.

Founding Solo from $9/mo 30-day free trial No client login required

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