Accounting client portal

A lighter client portal for accountant document requests

Give clients one private checklist link for the files you need, without turning a simple document request into a full portal rollout.

Get early access See the checklist path
Private checklist link No client account Missing-item status
Founder beta pricing from $19/mo PIN and expiry controls Upload receipts and audit log

When a full client portal is more than the request needs.

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.

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.

  1. 1

    Create a checklist for monthly close, tax prep, onboarding, payroll reports, or cleanup work.

  2. 2

    Send one private link clients can open without creating an account.

  3. 3

    Collect files under the exact item your firm requested.

  4. 4

    Track each item as missing, received, accepted, or needing replacement.

  5. 5

    Follow up only on the files or notes that still need attention.

Example accountant portal checklist

Use plain item names tied to the client work in front of you.

  • 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 it compares with email, folders, and heavier portals

  • Email is familiar, but files and status get buried in the thread.
  • Shared folders store documents, but staff still have to reconcile what was requested.
  • Heavy portals can be useful, but RequestFlow stays focused on the document request itself.

Built around requested items, not generic uploads.

Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.

See product screens
RequestFlow firm dashboard Client link active

June close documents

Private checklist link active

7
Received
2
Missing
1
Needs fix
June bank statements for all operating accounts Client upload Today at 10:12 AM Received
Credit card statements and receipts Client upload No file yet Missing
Payroll reports and payroll tax filings Client upload Yesterday at 4:21 PM Ready to check
Tax prep packet items still missing Client upload Replacement requested Needs fix
Cedar & Pine Bookkeeping

June close documents

Upload the remaining files here. Your firm will see each upload as soon as it is received.

7 of 10Items received
June bank statements for all operating accounts Received today at 10:12 AM
Credit card statements and receipts Still needed for June payroll Upload file
Payroll reports and payroll tax filings Please replace with the June filing Replace file

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. The beta is designed around private checklist links so clients can 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.

Related RequestFlow guides

Client document collection for accountants Secure file sharing for accountants Email request alternative About RequestFlow

Try RequestFlow with one real client request.

Share the client request you would clean up first. We will reply with beta availability and founder pricing details.

Founder pricing from $19/mo 14-day free trial planned No client login required
Get early access