Common bookkeeper upload items
Use plain item names tied to the client work in front of you.
- Monthly bank statement
- Monthly credit card statement
- Receipt export
- Payroll report
- Loan statement
- Questions for uncategorized transactions
Bookkeeper client upload portal
Client upload portal for bookkeepers without client logins
Clients open a private checklist link, upload the requested files, and see what still needs attention.
Private checklist link
No client account
Missing-item status
Founding Solo from $9/mo
PIN and expiry controls
Upload receipts and audit log
Bookkeeping clients need a low-friction upload path.
Many clients only need to send statements, receipts, payroll reports, and notes. A heavy portal can be more setup than the request needs.
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Clients forget portal passwords or send files back through email.
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Uploads arrive without enough context for the bookkeeping team.
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The firm has to ask again when a statement or receipt batch is missing.
What the client sees.
The client upload page is tied to the request. It shows the requested items and lets the client upload without account setup.
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1
Your firm creates a bookkeeping request.
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2
The client opens the private checklist link.
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3
The client uploads files under each requested item.
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Your team reviews the files and marks status.
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5
The client gets follow-up only for the remaining items.
Client upload portal vs full client portal
- A full portal may include messaging, billing, reports, and long-term storage.
- RequestFlow focuses on the document upload request and current missing-item status.
- That focus works well when the job is to get the right files back from the client.
Built around requested items, not loose uploads.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screens
Common questions
Do clients need a login?
No. Clients use a private checklist link and upload requested files without creating a RequestFlow account.
Can a bookkeeper reuse the same upload checklist?
Yes. Firms can use reusable templates for monthly close, cleanup, onboarding, and payroll requests.
Can clients see which files were received?
Yes. RequestFlow shows upload status and keeps receipts tied to the requested items.
Is this a full practice management portal?
No. RequestFlow is focused on collecting client documents and tracking missing items.
Try RequestFlow with one real client request.
Start with the client request your team already sends every month. Preview the client upload flow before inviting clients.
Founding Solo from $9/mo
30-day free trial
No client login required