Accounting document collection
Replace scattered email threads with one private checklist link for each client request.
RequestFlow keeps each request, upload, receipt, and follow-up item together. Staff can see the current state without rebuilding the thread.
Clients send files across email, portals, shared folders, and text threads.
Staff cannot tell which documents are missing without re-reading the whole conversation.
Broad follow-up emails make clients resend the same files.
RequestFlow is focused on the collection step: what was requested, what came in, what was accepted, and what still needs a client response.
Create a checklist for one month-end, tax-prep, onboarding, or cleanup request.
Send the client one private link instead of asking them to create another account.
Track each item as missing, submitted, accepted, or needing replacement.
Follow up only on the items that are still missing.
Use plain item names tied to the client work in front of you.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screens
RequestFlow is focused on client document collection: private checklist links, upload receipts, and missing-item visibility.
No. RequestFlow uses private checklist links. Clients upload requested files without creating an account.
Yes. The same checklist model can support monthly close, tax prep, onboarding, payroll reports, and cleanup requests.
Start with the client request your team already sends every month. Preview the client upload flow before inviting clients.