From the blog
Approval workflow tips, bookkeeping guides, and product updates from the EasyRequests team.
What a Client Portal Actually Costs Your Firm
Client portals bill on three completely different things, and only one of them is your client count. Here's the real math at 8, 25 and 50 clients, including where flat pricing does not win.
From Signup to First Approval in Under 15 Minutes
You signed up for a client portal. Now what? Here's what going from zero to your first approved request actually looks like, step by step. No demo call required.
Why Every Bookkeeping Firm Needs a Client Portal in 2026
Still collecting client documents over email? A client portal gives each client a secure link to submit documents, track requests, and stop the back-and-forth.
How to Process Employee Reimbursements Without a Spreadsheet
The reimbursement spreadsheet everyone hates — blurry receipt photos in email, "approved" by reply, rows highlighted green. Here's how to replace it with structured forms and one-click Slack approvals.
Client Onboarding Checklist for Bookkeeping Firms
ew client onboarding shouldn't take 15 emails. Collect EINs, tax returns, bank statements, and engagement details in one structured form with encrypted fields and a full audit trail.
Vendor Bill Approval: Email vs. Workflow Tool
A client replies "approved" from their phone with no context. The bookkeeper screenshots the email for the file. There's a better way to handle vendor bill approvals.
How to Stop Chasing Clients for Bank Statements
Every month, the same cycle: send emails, wait, follow up, wait again. Replace the document chase with intake links that have built-in reminders and client-facing status tracking.
Why Google Forms Fails for Document Collection
Google Forms was built for surveys, not document workflows. No approval chain, no client tracking, no audit trail — here's what to use instead.
How to Collect W-9s Without Email
Email is a security risk for Tax IDs. Here is a step-by-step guide to collecting W-9s with encrypted forms instead.
Public Links vs. Private Workspaces: How to Control Who Submits Requests
Not every client needs the same level of access. Here's how to choose between public links, access codes, and private logins for each client workspace.
5 Approval Workflows Every Bookkeeping Firm Needs
From expense reimbursement to client onboarding — the five workflows that eliminate email chaos for bookkeeping firms.
Why We Built EasyRequests for Bookkeepers
The story behind our pivot to bookkeeping-first positioning — and why generic approval tools fail the firms that need them most.