Stop Chasing Clients for Documents
RequestFlow offers a simple way for UK accounting firms to collect client documents and information without endless email follow-ups.
Still chasing clients for missing documents?
Endless email threads
Endless email threads asking for the same documents over and over again.
Forgetful clients
Clients forgetting what they need to send, causing unnecessary delays in processing.
Missed deadlines
Missed deadlines due to incomplete information and waiting until the very last minute.
Wasted staff time
Wasted staff time following up repeatedly instead of focusing on high-value work.
No central place
No central place to collect client data, leading to documents scattered across folders, chats, and personal inboxes.
There’s a better way to collect everything you need without the back-and-forth.
A Simple Online Document Collection Portal
Send a single request to your client. They upload documents, answer questions, and submit everything in one place. You get notified instantly when it's complete.
No more emails
No more back-and-forth emails checking attachments.
No more chasing
Automated reminders sent to clients.
Organised storage
All files stored in one organised, secure place.
Faster turnaround
Faster turnaround on accounting and tax work.
How it works
Select a Template
Choose a ready-made template or create your own.
Send it to your Client
Send a link to your client via email.
Client Uploads Documents
Client uploads documents and answers questions. Automated reminders.
You Review & Approve
You review everything live on your central dashboard.
Everything you need to streamline client data collection
Ready Made & Custom Templates
Ready made templates specific for UK accounting firms, or create your own template.
Automated Reminders
Automated reminders for incomplete requests, freeing up hours of manual follow-up.
Secure File Uploads
Securely collect client documents in one place with encrypted uploads and controlled access.
Progress Tracking
Track progress in real time on a central dashboard to see exactly what is pending and completed.
Centralised Storage
Centralised document storage with instant search, tags, and organized directories.
Audit History
Comprehensive audit trail for submission activity and compliance visibility.
Designed specifically for UK accounting firms
Save hours every week
Save hours every week on client chasing and let your staff focus on actual billable work.
Reduce errors
Reduce errors from missing information and prevent late filing penalties.
Improve client experience
Improve client experience with a sleek, branded, easy-to-use secure portal.
Speed up closings
Speed up month-end and year-end closing by collecting complete source records early.
Standardise processes
Standardise your internal processes by enforcing template structures across teams.
Modern Practice Standards
UK clients now expect instant, frictionless digital portals. Ditch unstructured emails for a dedicated professional submission interface.
- Custom White-Labelling Options
- Dedicated Client Support Channels
Simple pricing that scales with your firm
Starter
For small firms getting started
- Core request templates
- Client submissions tracker
- Standard secure file uploads
- 1 Team member account
Professional
For growing accounting practices
- Core & Custom templates
- Automated request reminders
- Advanced team collaboration
- Progress analytics dashboards
- Up to 5 Team member accounts
Enterprise
For larger firms
- Advanced workflows & integrations
- Granular user permissions
- Priority dedicated support
- Unlimited client request portals
- Unlimited team member accounts
Frequently Asked Questions
Stop wasting time chasing clients
Get everything you need from your clients without the hassle.
No Credit Card required. Cancel Anytime.
Trusted by modern accounting firms
Accounting Manager
Midlands Accounting FirmFirm Partner
London Chartered PracticeSenior Accountant
Scotland Advisory Group