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

Book a demo See how it works

Small business owner checking a request from her accountant on her phone

All items receivedJob unblocked

Records request · C. OkaforopenDue 10 Oct

Item 1

Bank statements, Jul–Sep — 3 files

Received

Item 2

Sales invoices — spreadsheet export

Received

Item 3

Any new loans this year? — answered: no

Answered

Item 4

Vehicle mileage log — example attached

Waiting

8 Oct

Reminder sent — one item left

Auto

9 Oct

Client uploaded mileage log — request complete

Done

Answers saved as they goNo time-outs

Happy on 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.

Business owner on the phone, making notes while chasing paperwork

Outstanding itemslast 12 weeks

Requests by email

Requests in FigsFlow

Request

A long email list clients half-read

Specific items, each with an example

Files

Files sent to whoever they spoke to last

Every file lands on the right job

Status

Nobody knows what is still outstanding

Outstanding items visible to the whole team

Chasing

Chasing is someone’s manual job

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.

01

Questionnaire builder

Questions, choices, conditional follow-ups and file uploads in one form.

02

Request templates

Save the requests you send every year, per service, and reuse them.

03

Examples on every item

Show clients what a good answer or file looks like, so you get it first time.

04

Scheduled reminders

Polite reminders on your schedule, stopping as soon as an item arrives.

05

Answers prefilled

Anything already on the record is filled in, so clients only confirm it.

06

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.”

See the client portal →

Client answering questions on his phone with documents beside him

Year-end questionsQuestion 4 of 6About 3 minutes left

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.

Sends the request
Where requests are built
Answered and filed

01Onboarding
02Templates
03Requests
04Client portal
05Jobs

Inside the requestOne list of items, and where each one goesOpen

Comes in

From onboarding
New client records list
From the job template
Sent at the right step
From the record
Known answers prefilled

Records request

C. Okafor · due 10 Oct

1 waiting

Choose
Send
Answer
Unblock

COClientC. Okafor

SGPreparerS. Gurung

Items received 3 of 4

Goes out

To the job
Uploads filed, job unblocked
To documents
Files in your SharePoint

Live for every firm

Everywhere

Questionnaires and document requests
Request templates and reminders
Uploads filed to the job and record

Depends on your country

By region

Ready-made questionnaires for local services
Document storage location

See what is live in your country

Works with

Related modules

See the whole platform

Collects the answers. Where clients answer every request.

Explore client portal

Sends the first requests. The first requests a new client sees.

Explore onboarding suite

Sends at the right step. Requests sent at the right step.

Explore workflow templates

Files every upload. Uploads filed into your SharePoint.

Explore documents

FAQ

Questions firms ask us.

Can we write our own questionnaires?

Yes. Build questionnaires with your own questions, choices, follow-up questions and uploads, and save them as templates.

How do reminders work?

Reminders go out on the schedule you set and stop as soon as each item arrives. You can always send one by hand.

Can clients come back and finish later?

Yes. Answers save as they go and there are no time-outs, so a client can start on a phone and finish later.

Where do uploaded files go?

To the job and the client record, and into your connected document store such as SharePoint where one is set up.