RequestFlow
Client document requests without logins or email chasing
¿Qué es RequestFlow?
Client document collection software for accounting firms with private checklist links, no client login, upload receipts, and missing-item tracking.RequestFlow helps small bookkeeping and accounting firms collect client documents through private checklist links. Clients upload without creating an account, while firms track missing items, review submissions, request replacements, and follow up from one clear workflow.
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