SecureSend alternative
A CPA Site Solutions SecureSend alternative for document requests
Use RequestFlow when the file handoff needs a checklist, current status, and follow-up on only the missing items.
A file drop is useful, but it may not show whether the request is complete.
SecureSend-style pages are helpful when a client needs to send a file to the firm. RequestFlow is built for the next problem: collecting a defined packet and seeing exactly what is still missing.
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A generic file-send page can receive documents without tying each file to a requested item.
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Staff may still compare uploads against the original email or organizer by hand.
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Clients can send a file and still leave the firm guessing which checklist items remain open.
Where RequestFlow fits.
RequestFlow can sit alongside an existing firm website and give clients a request-specific upload path instead of a loose file drop.
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Create a checklist for the client packet.
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Send one private RequestFlow link for that request.
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Let clients upload without creating another account.
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Review files by requested item.
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Follow up only on the missing or replacement items.
Use RequestFlow when you need
- A request-specific checklist link
- No-account client uploads
- Missing, received, accepted, and replacement status
- Upload receipts tied to requested items
- Cleaner follow-up than a generic file drop
SecureSend-style upload page vs RequestFlow
- Use a generic send-us-a-file page when the client only needs to send one file to the firm.
- Use RequestFlow when the client needs to complete a list of requested documents.
- RequestFlow does not replace a whole firm website. It gives the document request its own checklist and status view.
Common questions
Does RequestFlow replace CPA Site Solutions?
No. RequestFlow is focused on client document collection. It can work as a separate checklist upload path alongside an existing firm website.
How is this different from a SecureSend-style page?
A generic send-us-a-file page is useful for one-off uploads. RequestFlow keeps each upload tied to the requested item and shows what is still missing.
Do clients need a RequestFlow account?
No. Clients use a private checklist link and upload requested files without creating a RequestFlow account.
Can firms use RequestFlow just for tax season or monthly close?
Yes. RequestFlow fits defined requests such as tax packets, monthly bookkeeping, payroll reports, onboarding, and cleanup projects.
Try RequestFlow with one real client request.
Start with a client request you already send. Preview the client upload flow before inviting clients.