Tax document upload link
Send clients a private upload link with the tax documents you need listed by item.
Clients may have a place to upload, but they still need a checklist that names each form, statement, receipt, or note your firm expects.
Clients upload some income forms but miss supporting records.
Staff cannot tell whether a file is final, partial, or a replacement.
A general upload folder does not show which tax checklist items are still open.
The link opens a client checklist. Each file lands under the requested item so the firm can review the request without sorting a loose folder first.
Create a tax prep checklist for the client.
Send the private upload link.
Client uploads files against the requested tax items.
Staff accept files or ask for replacements.
Follow up on missing forms, receipts, and notes.
Use plain item names tied to the client work in front of you.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screens
RequestFlow is focused on collecting documents and tracking missing items. It does not replace your firm's tax organizer or tax preparation software.
Yes. Clients use a private checklist link and upload files without a RequestFlow account.
Yes. Sensitive requests can use PIN and expiry controls.
Yes. Staff can mark an item as needing replacement so the client knows what to resend.
Start with the client request your team already sends every month. Preview the client upload flow before inviting clients.