Stop chasing client documents over email.

Give clients one clear place to send statements, receipts, payroll reports, and missing notes. You see what came in and what still needs a nudge.

Get early access See how it works
No client accounts Clear upload receipts Built for small firms
Monthly bookkeeping request

June close documents

4 received, 2 missing, 1 ready to check

Client link active
Bank statement bank_statement_june_2026.pdf Received
Receipt folder Uploaded at 9:42 AM Ready to check
Payroll report Reminder scheduled tomorrow Missing
Uncategorized transaction notes Waiting on client answer Missing
Upload receipt sent

The client sees the filename, timestamp, and a clear note that your firm can see the uploaded file now.

Client document collection breaks when everything lives in email.

RequestFlow is for the repeat requests that eat up staff time: monthly closes, tax prep, onboarding packets, payroll reports, and the same client reminders over and over.

Email thread chaos

  • !Clients send partial attachments across old threads.
  • !Staff has to piece together what is still missing.
  • !Follow-ups are manual, repeated, and easy to miss.
  • !Generic folders do not show item-by-item progress.

Checklist clarity

  • ✓Each client gets one no-login checklist link.
  • ✓Every item has a status: missing, submitted, accepted, or needs replacement.
  • ✓Clients get a receipt when their upload is received.
  • ✓Your team follows up only on the items that still need attention.

A cleaner way to collect client documents.

The beta starts with the part firms feel every week: sending a clear request, receiving files, and knowing exactly what is still missing.

1

Choose a checklist

Start with monthly close, tax prep, onboarding, or your own recurring request.

2

Send one link

Clients upload from a private checklist link without making an account.

3

Track each item

See what came in, what is missing, and what needs a replacement.

4

Send fewer nudges

Use status and receipts to avoid repeating the same follow-up email.

One clear firm view. One simple client view.

Your team sees every requested item in one place. Clients get a private upload screen that tells them exactly what to send next.

RequestFlow firm dashboard

June close documents

Private client link active

7 Received
2 Missing
1 Needs fix
Bank statementjune_bank_statement.pdf Client uploadToday at 10:12 AM Received
Payroll reportReminder queued for tomorrow Client uploadNo file yet Missing
Receipt folderfolder_upload.zip Client uploadYesterday at 4:21 PM Ready to check
Sales tax filingWrong month uploaded Client uploadReplacement requested Needs fix
Desktop firm screen Staff can tell what came in, what is still missing, and which client needs a precise follow-up.
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 10 Items received
Bank statement Received today at 10:12 AM
Payroll report Still needed for June payroll
PDF or spreadsheet Upload file
Sales tax filing Please replace with the June filing.
PDF accepted Replace file
Mobile client screen Clients do not have to search old emails or make an account just to send the next missing file.

Founder pricing starts at $19/mo.

Public plans are $29, $59, or $99/mo. Founder beta seats can reserve $19, $39, or $69/mo before paid plans open. Cheaper and simpler than Content Snare, ShareFile, or SmartVault, with the controls firms expect for client files.

Built around private storage, server-side authorization, PIN and expiry controls, upload receipts, audit logs, and ZIP export so firms can collect client files without turning every request into an email chase.

Solo

Solo bookkeepers, solo tax preparers, and consultants.

Public price $29/mo $24/mo annual
Founder beta $19/mo available during beta
  • 1 internal user
  • Unlimited external clients
  • 30 active requests, 25GB storage
  • 1GB per file
  • Checklist requests, no-login links, PIN/expiry, reminders
  • Upload receipts, item approval/replacement, templates
  • Audit log, ZIP export, firm logo branding

Small Firm

Best fit

2-3 person bookkeeping and accounting firms.

Public price $59/mo $49/mo annual
Founder beta $39/mo available during beta
  • 3 internal users
  • Unlimited external clients
  • 100 active requests, 100GB storage
  • 1GB per file
  • Everything in Solo
  • Team roles, notification routing, audit CSV export
  • Remove product branding, priority email support, 2 checklist migrations

Busy Firm

Tax-season volume, growing firms, and multi-client teams.

Public price $99/mo $79/mo annual
Founder beta $69/mo available during beta
  • 8 internal users
  • Unlimited external clients
  • 250 active requests, 250GB storage
  • 1GB per file
  • Everything in Small Firm
  • Advanced request filters, higher reminder volume
  • Priority support, 5 checklist migrations

Free trial

$0 for 14 days

5 live requests, 5GB storage, full Solo features, no card required, and a send-yourself demo.

Custom

From $199/mo

Larger firms, unusual storage, more users, expanded limits, and a security packet.

No payment is collected today. Tell us which plan fits your firm, and we will send beta availability and founder pricing details.

Reserve founder pricing
Start with one real requestTry RequestFlow with a recurring request your team already sends today.
Founder pricing availableBeta firms can reserve $19, $39, or $69/mo pricing before paid plans open.
No payment todayTell us where document collection is painful. We will reply with availability and next steps.

Common questions for accounting firms.

Short answers for firm owners, partners, staff, and search assistants comparing client document collection options.

What does RequestFlow do?

RequestFlow helps firms send one private checklist link, collect client uploads, see item status, and follow up only on missing documents.

Who is RequestFlow built for?

It is built for bookkeeping firms, small CPA firms, tax prep firms, payroll service firms, controller firms, and fractional CFO firms.

Do clients need an account?

The beta is designed around private checklist links so clients can upload files without creating another account.

How much does RequestFlow cost?

Plans start with a 14-day free trial. Paid plans are Solo at $29/mo, Small Firm at $59/mo, Busy Firm at $99/mo, and Custom from $199/mo. Founder beta pricing is $19, $39, or $69/mo while beta seats are available.

How does RequestFlow handle sensitive client files?

RequestFlow is built for private checklist links, server-side authorization, PIN and expiry controls, upload receipts, audit logs, and firm-side export controls. It helps organize document collection while your firm keeps responsibility for its own compliance program.

What happens after requesting beta access?

We will reply with beta availability, plan fit, and founder pricing details before paid plans open.

Private storage, server-side authorization, and PIN/expiry controls for client links.
Upload receipts and audit logs reduce ambiguity for clients and staff.
File handling is designed to support malware scanning before firm download.
RequestFlow supports your document collection process; it does not replace your compliance program.