01
Create a request
List exactly what you need and send one simple, branded link to your client.
Client document collection, simplified
Stop chasing.Start receiving.
RequestZen gives accounting firms one calm, secure place to request, collect, and track every client document.
Free to start — no credit card required.
No client login requiredSecure upload linksBuilt for accounting teams
Client request
2025 Tax Documents
W-2 forms
Received
1099 statements
Received
Prior-year return
Received
Charitable receipts
Awaiting
Business expenses
Awaiting
Files arrive safe and organized.
Every upload lands in the right request, ready for your team.
Last activity
2 minutes ago
One link
A frictionless client experience
Clear status
Know what is missing instantly
Less follow-up
Spend time on the work that matters
A calmer workflow
From request to received in three simple steps.
02
Clients upload
Clients securely upload documents from any device—without creating an account.
03
Stay on track
See what is complete, follow up on missing items, and keep every file organized.
Ready to stop chasing documents?
Give your team and clients a clearer way to get the work done.
Start collecting free