Product

Client document collection for accounting firms

Reqora helps small accounting firms send one secure checklist link, see what is missing versus received, and automate reminders across bookkeeping, VAT, payroll, and year-end work without forcing clients into another system.

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Operational outcome

No-login access lowers client friction, but the accountant-side workflow is the point: one checklist, visible missing-versus-received status, and reminders that keep the request moving.

Staff repeat the same follow-up work before bookkeeping, VAT, payroll, and year-end deadlines.

Staff end up asking each other what is still missing because there is no simple request-level view of progress.

Automatic reminders reduce manual follow-up work.

How it works

A simple request workflow your clients can actually use.

Reqora keeps document collection practical: create the checklist, send one secure link, track missing items, let reminders run, and review files in one place.

Create a structured request

Build a checklist for the documents you need: monthly bookkeeping files, VAT documents, payroll inputs, year-end records, or one-off client requests.

Send one secure link

Clients receive a simple upload link and send files without creating an account or remembering a password.

Review files in one place

Keep documents connected to the right request, client, and checklist item so your team is not digging through inbox threads.

Reqora live product

Stop rebuilding the same chasing process every month.

Create a structured request, send one secure link, and let clients upload documents without needing another portal account.

Start your first document request View pricing