TaxDome file request alternative
A focused alternative to TaxDome file requests
Use RequestFlow when the job is to collect a defined client document packet without rolling out a full practice management platform.
A file request is useful. A checklist makes the request easier to finish.
Some firms need a broad platform. Others need a direct path for asking clients for specific files, tracking what arrived, and following up on the exact items still missing.
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A general upload link can still leave staff sorting files against the original request.
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Clients may send the right file to the wrong place or assume a partial packet is complete.
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A full platform rollout can be more setup than a monthly close or tax packet request needs.
Where RequestFlow fits.
RequestFlow keeps the request centered on item names, upload status, replacement requests, receipts, and firm review.
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Create a checklist for the client packet.
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Send a private RequestFlow link.
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Let clients upload files against each requested item.
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Review items as received, accepted, missing, or needing replacement.
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Follow up on only the remaining items.
RequestFlow is a fit when you need
- Private checklist links
- No-account client uploads
- Item-by-item missing status
- Replacement requests tied to the original item
- Upload receipts for client confidence
TaxDome vs RequestFlow
- Use TaxDome when your practice wants broader practice management, client portal, billing, messaging, and workflow features in one system.
- Use RequestFlow when your main need is structured document collection before the work moves into your existing tools.
- RequestFlow does not try to replace a full practice management platform. It focuses on the document request itself.
Common questions
Is RequestFlow a full TaxDome replacement?
No. RequestFlow is focused on client document collection. Firms that need broad practice management, billing, messaging, and portal features may still prefer a full platform.
Can clients upload without creating an account?
Yes. Clients use a private RequestFlow checklist link and upload requested files without creating a RequestFlow account.
Why use a checklist instead of a file request link?
A checklist shows what was requested, which files arrived, what was accepted, and what still needs follow-up.
Can RequestFlow work alongside another firm system?
Yes. RequestFlow can collect the files first, then the firm can move approved documents into its storage, tax, accounting, or workflow system.
Try RequestFlow with one real client request.
Start with a client request you already send. Preview the client upload flow before inviting clients.