Document request software for solo accountants

Document requests need more than an upload link.

A link can receive files, but a solo practitioner still needs to know which item each file belongs to and what needs client attention.

• Clients send some files but miss the exact document you asked for.

• You have to compare uploads against the original request by hand.

• 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 you review the request by status.

1. 1

   Choose or create a checklist for the client work.

2. 2

   Send a private request link to the client.

3. 3

   Receive uploads under the requested item.

4. 4

   Mark items accepted or ask for a replacement.

5. 5

   Follow up on only the items that still need work.

Example document request

• Bank statement for the operating account
• Credit card statement
• Payroll summary
• Receipts for uncategorized expenses
• Notes for unusual transfers or deposits

Where it fits in a one-person practice

• Use RequestFlow before the work moves into bookkeeping, tax, payroll, or advisory tools.
• Keep document status with the request instead of rebuilding it from email.
• Give clients a request page that names the files you need instead of a loose upload folder.
• Choose a broader suite if you need CRM, e-signature, billing, or multi-user practice management.