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Yes. Each workspace can be set to Public (anyone with the link can submit), Code-protected (requires an access code), or Private (only invited members can submit). For Private workspaces, invite your client's team as members — they'll log in with Google, see only their assigned workspace, and submit through a secure dashboard. Your approvers and their submitters all stay organized under one account.

EasyRequests is an approval workflow tool for small teams. It gives every request — expense, vacation, access, purchase — a proper form, an approval chain, and a full decision trail.

Less than 5 minutes. Pick a template, customize the fields, share the link. Your team can start submitting requests immediately.

No. Anyone with the link can submit a request. They get a tracking link via email to follow the status. Only approvers and admins need accounts.

Connect your Slack workspace and approvers receive a notification the moment a new request comes in. They can approve or reject directly from Slack — no need to open the dashboard.

Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use Auth0 for authentication and maintain a complete audit trail of every action. SOC2-ready architecture.

1 workspace, 200 requests per month, 2 approvers, 20 members, and email notifications. Everything you need to get started.

Yes. Upgrade instantly and get immediate access to new features. Downgrade takes effect at the end of your billing period. Your data is never deleted.

You will see a prompt to upgrade. Existing data is never locked or deleted — you just cannot create new items beyond the limit until you upgrade.

Yes. While we offer templates for common use cases (expenses, vacation, access, purchases, feature requests, client requests), you can create fully custom forms and approval chains.

Yes. Annual billing gives you 2 months free on both Starter ($290/year) and Growth ($590/year) plans.

Yes. All data is encrypted in transit with TLS 1.3. Sensitive fields like Tax IDs and EINs use AES-256-GCM encryption at rest with a masked display (e.g. •••••4567). Only workspace owners and admins can reveal the full value, and every reveal is logged in the audit trail with identity and timestamp.

Each plan covers your entire firm. You organize clients into workspaces — one per client, or however suits your practice. Free includes 1 workspace, Starter includes 10, and Growth supports up to 50. Your price is based on the plan, not the number of clients.

Your firm pays one flat price regardless of how many clients you manage. Organize each client into its own workspace. Free includes 1 workspace, Starter includes 10, and Growth supports up to 50 — all at the same monthly price. No per-client fees, no surprises.

It depends on the workspace type. Clients invited to Private workspaces use a member seat — if your client has 3 staff who need access, that's 3 members. For clients who don't need private access, use a Public or Code-protected workspace instead — those submissions only require a name and email, no login, no member seat. Most firms use Private workspaces for sensitive documents (W-9s, bank statements) and Public links for everything else.