$9 portal for one internal user
A lightweight client portal for accountants in solo practice
Give unlimited external clients a branded private checklist link while you track 25 active requests and 10 GB of files from one internal account.
When a full client portal is more than the request needs.
A one-person practice may need a better way to collect bank statements, receipts, payroll reports, and tax packets without paying for a multi-user practice management suite.
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Clients have to remember another login just to send a few files.
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Shared folders collect uploads but do not show what is still missing.
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A broad portal rollout can be too much for monthly close, cleanup, and tax packet requests.
What client portal fits a solo accountant?
A solo accountant who mainly collects client documents needs reusable checklists, a branded private link, no-account uploads, receipts, reminders, and item-by-item status. RequestFlow provides that focused workflow for one internal user at $9 per month or $90 per year, with 25 active requests, 10 GB of storage, unlimited external clients, and a 30-day no-card trial.
How should an accounting firm choose client portal software?
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.
What is a lightweight client portal for an accounting firm?
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.
Can an accounting firm use a client portal without client logins?
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.
Why use a checklist link instead of a full portal rollout?
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.
Is RequestFlow suitable for an accounting side gig?
Yes. RequestFlow is designed for one internal user and costs $9 per month or $90 per year. A part-time practitioner can add a firm name, logo, accent color, and welcome message without buying team seats or a full practice suite.
What RequestFlow handles for client document requests.
RequestFlow is a focused document collection path: item names, private links, client uploads, receipts, and current status for the firm.
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Create a checklist for monthly close, tax prep, onboarding, payroll reports, or cleanup work.
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Send one private link clients can open without creating an account.
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Collect files under the exact item you requested.
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Track each item as missing, received, accepted, or needing replacement.
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Follow up only on the files or notes that still need attention.
Example accountant portal checklist
- June bank statements for all operating accounts
- Credit card statements and receipts
- Payroll reports and payroll tax filings
- Tax prep packet items still missing
- Cleanup project questions for unusual transactions
How to choose client portal software for accountants
- Choose a full portal or practice suite when clients need ongoing logins for billing, messaging, signatures, storage, and other firm services.
- Choose a focused document collection tool when the main job is requesting a defined packet, receiving files, and tracking what is still missing.
- Check the client experience on a phone, including whether uploads require account setup and whether clients receive a clear upload receipt.
- Check the firm workflow for reusable checklists, item-by-item review, replacement requests, and follow-up on only the missing documents.
Common questions
Is RequestFlow a full accounting client portal?
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.
Can clients upload files without creating an account?
Yes. Clients use private checklist links and upload requested files without creating another login.
Can my firm reuse the same request checklist?
RequestFlow is built around reusable request patterns for monthly close, tax prep packets, payroll reports, onboarding, and cleanup projects.
How is this different from email or shared folders?
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.
Try RequestFlow with one real client request.
Start with a client request you already send. Preview the client upload flow before inviting clients.