Client documents
collected and tracked.
Request and collect client documents with a shareable link. Track submissions in real time. No client login required. Reusable for monthly requests.
Monthly Documents — Q1
One link per request
Share the document request link with your client. They upload files and fill out details — no account creation, no login, no friction.
Real-time tracking dashboard
See which clients have submitted documents and which are still pending. Follow up with one click. No more wondering who sent what.
Reusable for recurring requests
Set up a workspace per client and reuse it every month. Bank statements, receipts, tax forms — same link, same place, every time.
Create a document request
Set up a workspace for your client with the Document Request template. Specify what documents you need — bank statements, receipts, tax forms.
Client uploads the documents
They click the link, select the document type, add details, and upload files. No login required. They get a tracking link automatically.
You review in your dashboard
See all submissions in one place. Download files, approve, or request additional documents. Everything is logged with timestamps.
Approve in Slack.
Done in 30 seconds.
Connect your Slack workspace and approvers get a message the moment a new request comes in. Approve or reject without leaving Slack - status updates instantly, requester is notified, audit log is written.
Microsoft Teams integration also availableNew request from James Carter is waiting for your approval.
Monthly document collection, simplified
Stop chasing bank statements and receipts over email. One link per client, reusable every month. Track who has submitted and who is late.
Internal document collection
Collect signed agreements, compliance forms, or onboarding documents from team members. Track submissions without spreadsheets.
One price. All your clients.
Most tools charge per seat or per client. EasyRequests is one flat price — add clients, invite team members, and scale without surprise bills.
Free
Try with 1 client
Free forever
Get started free- 1 client workspace
- 200 requests / month
- 2 approvers
- 20 members
- Email notifications
- Encrypted sensitive fields
Starter
For growing firms
Save $58 with annual billing
Start free trial- 10 client workspaces
- 2,000 requests / month
- 10 approvers
- 100 members
- Slack integration
- Custom branding
- Analytics dashboard
Growth
For established firms
Save $118 with annual billing
Start free trial- 50 client workspaces
- 10,000 requests / month
- 50 approvers
- 500 members
- Slack, Webhooks, REST API
- Remove "Powered by" badge
- Priority support
Need more than 50 clients?
Unlimited workspaces, dedicated support, and custom onboarding.
Trusted by bookkeeping firms managing 10–200+ clients.
Get started today
Ready to stop
chasing receipts?
Set up in 5 minutes. No credit card required.