Accounting client portal
Give clients one private checklist link for the files you need, without turning a simple document request into a full portal rollout or another login setup.
Some firms need a better way to collect bank statements, receipts, payroll reports, and tax prep packets before they need a broad practice management suite.
Clients have to remember another login just to send a few files.
Shared folders collect uploads but do not show what is still missing.
A broad portal rollout can be too much for monthly close, cleanup, and tax packet requests.
RequestFlow is a focused document collection path: item names, private links, client uploads, receipts, and current status for the firm.
Create a checklist for monthly close, tax prep, onboarding, payroll reports, or cleanup work.
Send one private link clients can open without creating an account.
Collect files under the exact item your firm requested.
Track each item as missing, received, accepted, or needing replacement.
Follow up only on the files or notes that still need attention.
Use plain item names tied to the client work in front of you.
Start with the client job the software must support. A full portal is useful when clients need ongoing access to billing, messaging, signatures, storage, and several firm services. A focused tool such as RequestFlow is a better fit when the firm mainly needs private document requests, no-account uploads, item-by-item status, and clear follow-up on missing files.
A lightweight client portal gives the client one focused upload path for a defined request instead of a broad dashboard with messaging, billing, storage, and other portal features. RequestFlow keeps the experience centered on the checklist, the uploaded files, and what is still missing.
Yes. A lighter client portal can use a private request link instead of a full account rollout. RequestFlow lets the client open the request, upload the files, and return to the same checklist without creating another login.
A checklist link is easier to introduce when the firm mainly needs client documents back. Clients open one private link, upload the requested files without creating another account, and the firm keeps item-by-item request status.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screens
RequestFlow is not a full accounting practice management suite. It is a focused client document collection path with private checklist links, upload receipts, and item status.
Yes. Clients use private checklist links and upload requested files without creating another login.
RequestFlow is built around reusable request patterns for monthly close, tax prep packets, payroll reports, onboarding, and cleanup projects.
Email and folders can move files, but they usually do not keep a current item-by-item list of what is missing, received, accepted, or needs replacement.
Start with the client request your team already sends every month. Preview the client upload flow before inviting clients.