Work with clients · Requests
Client document requests for accountants, answered first time
Ask clients for exactly what you need, with an example and a due date. They answer one question at a time in the portal, uploads land on the job, and reminders go out until it is done.
- Questionnaires and file requests
- Automatic reminders
- Answers on the job
Bank statements, Jul–Sep — 3 files
ReceivedSales invoices — spreadsheet export
ReceivedAny new loans this year? — answered: no
AnsweredVehicle mileage log — example attached
WaitingReminder sent — one item left
AutoClient uploaded mileage log — request complete
DoneBuilt by accountants, used by the firms behind FigsFlow
The problem
Chasing records is the slowest part of the job
Most jobs wait on the client, not the accountant. Vague requests, wrong files and lost emails add weeks to work that takes hours.
Requests by email
- A long email list clients half-read
- Files sent to whoever they spoke to last
- Nobody knows what is still outstanding
- Chasing is someone’s manual job
Requests in FigsFlow
- Specific items, each with an example
- Every file lands on the right job
- Outstanding items visible to the whole team
- Reminders go out on a schedule, then stop
How it works
Ask once, get it right
Choose
Pick a request template or a questionnaire, or let the job template send it automatically.
Send
The client gets one link with a short list of items and a due date.
Answer
They answer one question at a time and upload files against each item.
Unblock
When the last item arrives, the job moves on and the preparer is told.
What you get
Client information request software that works
Questionnaires and document requests designed to be finished in minutes, not abandoned.
Questionnaire builder
Questions, choices, conditional follow-ups and file uploads in one form.
Request templates
Save the requests you send every year, per service, and reuse them.
Examples on every item
Show clients what a good answer or file looks like, so you get it first time.
Scheduled reminders
Polite reminders on your schedule, stopping as soon as an item arrives.
Answers prefilled
Anything already on the record is filled in, so clients only confirm it.
Linked to the job
A job waiting on records shows exactly which items are still outstanding.
What the client sees
One question at a time
Clients see a plain-English question, an example, a large upload button and a clear way forward. Nothing asks them for something you already know.
After the last item they see: “Received. Your documents have been sent to your accountant — nothing more is needed for now.”
- Question
- Did you buy any equipment over $1,000 this year?For example a laptop, a van or machinery.
- Answer
- YesFollow-up shown
- Upload
- receipt-laptop.pdfReceived
- Already on file
- Year end: 31 DecemberConfirmed from your record — no need to enter it again
Where it sits
The step that unblocks the work
Requests are sent from onboarding and from job templates, answered in the portal, and filed to the job.
Live for every firm
- Questionnaires and document requests
- Request templates and reminders
- Uploads filed to the job and record
Depends on your country
- Ready-made questionnaires for local services
- Document storage location
Works with
Related modules
FAQ