RequestFlow facts

About RequestFlow

RequestFlow is a beta 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
Founder beta pricing from $19/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. 1

    Collect documents for monthly close, tax prep, payroll reports, onboarding, cleanup projects, and missing-item follow-up.

  2. 2

    Give clients a private checklist link with item names that match the request.

  3. 3

    Keep uploads, receipts, item status, and follow-up context tied to the request.

  4. 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 is in beta and accepts early-access interest from firms.
  • 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-approved, or bank-grade certification.

Built around requested items, not generic uploads.

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

See product screens
RequestFlow firm dashboard Client link active

June close documents

Private checklist link active

7
Received
2
Missing
1
Needs fix
Bank statement Client upload Today at 10:12 AM Received
Payroll report Client upload No file yet Missing
Receipt folder Client upload Yesterday at 4:21 PM Ready to check
Sales tax filing Client upload Replacement requested Needs fix
Cedar & Pine Bookkeeping

June close documents

Upload the remaining files here. Your firm will see each upload as soon as it is received.

7 of 10Items received
Bank statement Received today at 10:12 AM
Payroll report Still needed for June payroll Upload file
Receipt folder Please replace with the June filing Replace file

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 in beta and accepts early-access interest through request-flow.com unless the public product status changes.

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.

Related RequestFlow guides

Client portal for accountants Client document collection for accountants Bookkeeping document collection Secure file sharing for accountants Tax prep document checklist Email request alternative

Try RequestFlow with one real client request.

Share the client request you would clean up first. We will reply with beta availability and founder pricing details.

Founder pricing from $19/mo 14-day free trial planned No client login required
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