Stop Chasing Documents.Start Closing Returns.
Send one secure link. Your client uploads everything. No portal signup, no password reset, no scan001.jpg chaos, and no 47-email chase sequence.
90 days
Magic Link validity window
3 clicks
From invite to first upload
0 portals
For your clients to learn
Accountant View
Return Pipeline
John Doe
Jane Smith
All files received
Bob Chen
Client Portal
Smith & Co. CPA
No submit button needed.
Safely close this page when done.
Sound Familiar?
The bottleneck is not tax prep. It is intake chaos.
Clients lose the email, upload the wrong file, and the thread starts over. Tax season turns into inbox maintenance.
You open another blurry attachment with no label, no context, and no clue which return it belongs to.
The average client waits weeks to finish uploads. Your team waits instead of closing returns.
"I spend more time chasing documents than actually doing tax work."
Quoted pain from the market
Three Steps. Zero Friction.
Replace inbox chasing with one predictable workflow.
01
Create a checklist
Start with a 1040 template, add the client, and choose SSN4 or DOB verification.
02
Send the link
The client gets a secure Magic Link. No portal signup, no password reset, no onboarding call.
03
Track every upload
Watch progress live, remind clients with one click, and download the final packet when it is ready.
See It In Action
Left side for your firm. Right side for your client. That is the whole product.
Reqfolio is deliberately narrow: checklist creation, secure upload, progress tracking, and follow-up. That is why it moves faster than a generic portal.
Simple Pricing
Start free. Pay when the workflow becomes part of the firm.
For solo firms testing the workflow.
For firms that want one clean intake system.
For small firms running shared operations.
Enterprise-Grade Protection
Bank-grade security. Built in from day one.
Your clients trust you with their most sensitive documents. We take that responsibility seriously with multiple layers of protection.
All data in transit is protected with the latest TLS 1.3 protocol. No exceptions.
No passwords to steal. Time-limited, single-use links that can be revoked instantly.
SSN-4 or Date of Birth verification ensures only the right client accesses the upload.
Files stored on Cloudflare's global infrastructure with presigned download URLs.
90-day expiry by default. Accountants can revoke access at any time from the dashboard.
Every upload, verification attempt and link access is logged for compliance and peace of mind.
Questions?
Frequently Asked Questions
Final Call
This season, close more returns.
If your team is still collecting documents through inbox threads and generic file requests, that is the system problem. Reqfolio fixes that one problem directly.