Tax prep collection
Turn a tax-prep document request into a focused upload checklist clients can actually finish.
RequestFlow keeps each request, upload, receipt, and follow-up item together, so staff can see the current state without rebuilding the thread.
Clients upload some tax documents but miss forms, receipts, or business records.
A long organizer can feel heavier than the request requires.
Staff need a fast way to see which items are still missing before preparation starts.
RequestFlow is focused on the collection step: what was requested, what came in, what was accepted, and what still needs a client response.
Build a focused checklist for the client or entity type.
Send one private upload link with clear item names.
Collect files and notes against each requested item.
Follow up on missing or replacement items before the file is ready for prep.
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 screensPrivate checklist link active
Upload the remaining files here. Your firm will see each upload as soon as it is received.
RequestFlow does not replace tax software. It helps collect documents and track missing items before your firm prepares the return.
Yes. The checklist can be shaped around business records, individual tax forms, or a specific missing-document request.
RequestFlow is designed to keep notes and item-specific context close to the uploaded file, so staff understand what the client sent.
Share the client request you would clean up first. We will reply with beta availability and founder pricing details.