Useful controls for file collection
Use plain item names tied to the client work in front of you.
- Private checklist links
- PIN and expiry controls for client links
- Server-side authorization
- Upload receipts and audit logs
- Firm-side export controls
File sharing with status
Secure file sharing for accountants with checklist status
File sharing is more useful when every upload is tied to the exact document your firm requested.
Private checklist link
No client account
Missing-item status
Founding Solo from $9/mo
PIN and expiry controls
Upload receipts and audit log
Client document collection falls apart when status lives in five places.
RequestFlow keeps each request, upload, receipt, and follow-up item together. Staff can see the current state without rebuilding the thread.
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Shared folders receive files but do not show whether the request is complete.
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Clients may upload duplicates or send replacements without context.
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Firms need client-friendly collection without overstating compliance claims.
One checklist link gives every requested item a place to land.
RequestFlow is focused on the collection step: what was requested, what came in, what was accepted, and what still needs a client response.
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Send a private checklist link for a defined request.
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Collect uploads under each requested item.
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Use upload receipts and item status to reduce ambiguity.
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Use firm-side controls to export files when the request is ready.
File sharing plus request management
- A secure folder can store documents. A checklist helps explain what each document is for.
- Upload receipts reduce client uncertainty after a file is sent.
- Missing-item status helps staff follow up precisely instead of sending the whole request again.
What is secure file sharing for an accounting firm?
Secure file sharing is a controlled way to request and receive client files without relying on email attachments. RequestFlow combines private checklist links, optional PIN protection, configured upload security checks, and item-by-item status in one defined document request.
How is RequestFlow different from a shared folder?
A shared folder organizes files by location. RequestFlow organizes the handoff by what the firm requested, so clients can see what remains and the firm can review, approve, or request a replacement for each item.
What should accountants look for in file sharing software?
For client document collection, look beyond storage and encryption. A useful accounting file-sharing workflow should let clients upload without creating an account, connect each file to a requested item, confirm receipt, show what is still missing, and let the firm request a replacement without restarting the email thread.
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
Is RequestFlow a compliance program?
RequestFlow supports document collection controls, while your firm remains responsible for its own compliance program.
Does RequestFlow make external certification claims?
RequestFlow describes its actual document-collection controls and does not claim certifications that are not in place.
Why not just use a shared folder?
Shared folders can work for storage, but they usually do not give staff and clients item-by-item request status.
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