SmartVault alternative
A focused alternative to SmartVault document requests
RequestFlow is for firms that need to collect the right files first, then move approved documents into the systems they already use.
Document storage and document collection solve different parts of the work.
A document management system can be valuable after files are ready. RequestFlow focuses on the earlier step: getting the requested files back from clients with current status.
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Shared storage does not always show which requested item is still missing.
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Clients may upload files without enough context for review.
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A solo practice may want collection workflow before committing to a larger document management setup.
Use RequestFlow before long-term storage.
RequestFlow helps the firm collect, review, and clean up the client packet before files move into tax, accounting, storage, or workflow systems.
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Build a request checklist for the client packet.
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Send the private checklist link.
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Review each uploaded file against the requested item.
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Ask for replacements when needed.
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Export approved files when the request is ready.
RequestFlow collection controls
- Private client checklist links
- No-account upload flow
- Missing, received, accepted, and replacement status
- Upload receipts
- Approved-file export
SmartVault vs RequestFlow
- Use SmartVault when your practice wants document management, storage, portal, and accounting workflow capabilities in a larger system.
- Use RequestFlow when the main issue is collecting the right documents from clients before the work starts.
- RequestFlow is not a document management system. It is a focused collection workflow for client requests.
Common questions
Does RequestFlow replace SmartVault?
No. RequestFlow focuses on document collection and missing-item follow-up. A firm may still use a document management system for long-term storage.
Can RequestFlow export files after collection?
Yes. Firms can download approved files when the request is ready.
Do clients need accounts?
No. Clients upload through private checklist links without creating RequestFlow accounts.
Why separate collection from storage?
Collection is where the firm needs item status, replacements, receipts, and follow-up. Storage is where approved files live after the packet is ready.
Try RequestFlow with one real client request.
Start with a client request you already send. Preview the client upload flow before inviting clients.