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
Founder beta pricing from $19/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, so 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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1
Send a private checklist link for a defined request.
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2
Collect uploads under each requested item.
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3
Use upload receipts and item status to reduce ambiguity.
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4
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 resending the whole request.
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 screensJune close documents
Private checklist link active
- 7
- Received
- 2
- Missing
- 1
- Needs fix
Private checklist links
Client upload
Today at 10:12 AM
Received
PIN and expiry controls for client links
Client upload
No file yet
Missing
Server-side authorization
Client upload
Yesterday at 4:21 PM
Ready to check
Upload receipts and audit logs
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
Private checklist links
Received today at 10:12 AM
PIN and expiry controls for client links
Still needed for June payroll
Upload file
Server-side authorization
Please replace with the June filing
Replace file
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 bank-grade or SOC 2 claims?
RequestFlow only describes controls that are part of the beta. It 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.
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