Monthly bookkeeping requests
Give each client a clear monthly checklist. Your firm sees exactly what is still missing.
RequestFlow keeps each request, upload, receipt, and follow-up item together. Staff can see the current state without rebuilding the thread.
Monthly close slows down because documents arrive one at a time.
Clients ask what you still need because the request lives in old emails.
Your team spends too much time sorting attachments before the actual bookkeeping starts.
RequestFlow is focused on the collection step: what was requested, what came in, what was accepted, and what still needs a client response.
Start from a reusable monthly close checklist.
Send one private link for bank statements, receipts, payroll reports, and notes.
Let clients upload against the exact item you requested.
Review missing items before sending a tighter follow-up.
Use plain item names tied to the client work in front of you.
Bookkeeping client document collection software gives the firm one structured place to request monthly statements, receipts, payroll reports, and notes from each client. RequestFlow uses a private checklist link so the client can upload against the exact item the firm still needs.
A checklist link works well for recurring bookkeeping because the client sees the current month's document list in one place and the firm can track what is still missing before close. That avoids scattered attachments and broad follow-up emails.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screens
RequestFlow is built for recurring request patterns, starting with the document requests firms already send each month.
RequestFlow also fits monthly close, cleanup projects, onboarding, and recurring client packets.
Start with one real recurring request where clients usually send partial documents or require multiple reminders.
Start with the client request your team already sends every month. Preview the client upload flow before inviting clients.