$9 tax document upload link
A tax document collection platform for a solo tax preparer
Give tax clients one private checklist link for forms, IDs, statements, and receipts, then see what is missing without asking them to create an account.
A tax document collection platform should show what is still missing.
A place to upload is only the start. Each client still needs a checklist that names the form, statement, receipt, or note you expect.
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Clients upload some income forms but miss supporting records.
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You cannot tell whether a file is final, partial, or a replacement.
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A general upload folder does not show which tax checklist items are still open.
What is a tax document collection platform for a solo tax preparer?
It is a focused system for listing the tax documents a client must send, receiving each file against the requested item, and tracking what is missing, accepted, or needs replacement. RequestFlow gives one internal user private checklist links, no-account client uploads, receipts, reminders, and item-by-item status.
What does RequestFlow cost for an independent tax preparer?
RequestFlow costs $9 per month or $90 per year for one internal user. The Solo plan includes 25 active requests, 10 GB of storage, unlimited external clients, and a 30-day free trial with no card required.
Do tax clients need an account to upload documents?
No. Each client opens a private checklist link and uploads files without creating a RequestFlow account. The preparer can add an optional PIN and expiry controls for a sensitive request.
When is RequestFlow not the right tax client portal?
Choose a broader product if you need tax preparation, e-signatures, billing, CRM, permanent records storage, or several internal users. RequestFlow is intentionally limited to the client-document handoff for one internal user.
How solo tax document collection works in RequestFlow.
The upload link opens an itemized client checklist. Each file lands under the requested item so one preparer can review the request without sorting a loose folder first.
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1
Create a tax prep checklist for the client.
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Send the private upload link.
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Client uploads files against the requested tax items.
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4
Accept files or ask for replacements.
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5
Follow up on missing forms, receipts, and notes.
Example tax upload checklist
- W-2 and 1099 forms
- K-1 forms
- Mortgage interest statement
- Property tax records
- Charitable contribution receipts
- Business income summary
- Business expense records
Use it alongside your tax process
- RequestFlow does not prepare or file tax returns.
- Use it to gather documents before preparation starts or while missing items are being resolved.
- Keep tax software, professional review, and client advice in the systems you already use.
Common questions
Is RequestFlow tax organizer software?
RequestFlow is focused on collecting documents and tracking missing items. It does not replace your tax organizer or tax preparation software.
Can clients upload without creating an account?
Yes. Clients use a private checklist link and upload files without a RequestFlow account.
Can the link be protected with a PIN?
Yes. Sensitive requests can use PIN and expiry controls.
Can staff request a clearer file?
Yes. Staff can mark an item as needing replacement so the client knows what to resend.
Try RequestFlow with one real client request.
Start with a client request you already send. Preview the client upload flow before inviting clients.