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.

Start 30-day trial Preview checklist See the checklist path

Private checklist link No client account Missing-item status

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

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.

A generic file-send page can receive documents without tying each file to a requested item.
Staff may still compare uploads against the original email or organizer by hand.
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.

1
Create a checklist for the client packet.
2
Send one private RequestFlow link for that request.
3
Let clients upload without creating another account.
4
Review files by requested item.
5
Follow up only on the missing or replacement items.

Use RequestFlow when you need

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

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.

Comparison disclosure

Owned, factual, and fit-based.

Published by RequestFlow. RequestFlow is included because we make a focused client document collection product. The goal is to explain when each option fits, including cases where a broader portal, document management system, tax workflow platform, website portal, or shared folder may be the better choice.

Competitor facts and public pricing notes were last checked on July 3, 2026. Vendor pricing and packaging can change, so final buying decisions should use the current vendor pages linked here.

Sources checked

CPA Site Solutions SecureSend CPA Site Solutions pricing

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

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 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

Start 30-day trial