Example document request
Use plain item names tied to the client work in front of you.
- Bank statement for the operating account
- Credit card statement
- Payroll summary
- Receipts for uncategorized expenses
- Notes for unusual transfers or deposits
Document request software
Document request software for accounting firms
Send a checklist for the documents you need. Track what arrived, what is still missing, and what needs a replacement.
Private checklist link
No client account
Missing-item status
Founding Solo from $9/mo
PIN and expiry controls
Upload receipts and audit log
Document requests need more than an upload link.
A link can receive files, but staff still need to know which item each file belongs to and what still needs client attention.
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Clients send some files but miss the exact document your team asked for.
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Staff have to compare uploads against the original request by hand.
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Follow-up gets broad because the current missing list is not easy to see.
How RequestFlow handles a document request.
Each request starts with a checklist. Clients upload against those items, and your team reviews the request by status.
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1
Choose or create a checklist for the client work.
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2
Send a private request link to the client.
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3
Receive uploads under the requested item.
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4
Mark items accepted or ask for a replacement.
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5
Follow up on only the items that still need work.
Where it fits in the firm
- Use RequestFlow before the work moves into bookkeeping, tax, payroll, or advisory tools.
- Keep document status with the request instead of asking staff to rebuild it from email.
- Give clients a request page that names the files you need instead of a loose upload folder.
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
What is document request software?
It is software for asking clients for specific documents, receiving uploads, and tracking which requested items are still missing.
Does RequestFlow replace accounting software?
No. RequestFlow collects client documents before your firm completes the work in its accounting, tax, payroll, or advisory systems.
Can clients upload without an account?
Yes. Clients use a private checklist link and upload requested files without creating a RequestFlow account.
Can staff ask for replacement files?
Yes. Staff can mark an item as needing replacement so the client knows which file needs another upload.
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