Collect the client files you need on the first try
Use one simple solution to create a document request list with due dates that clients can easily access.
Watch how to simplify document request lists
Our solution uncomplicates this notoriously time-consuming workflow.
Give clients an all-in-one tool
For clients that need to submit a document list, give them one tool to upload files and track their progress. Your clients even have the option to leave comments in the list where they need clarity.
Simplify essential workflows
Use one tool to request, approve, or re-request a list of client documents. Spend less time chasing documents and start servicing your clients sooner.
Securely manage multiple requests
Confidently manage hundreds of client document request lists in one place — they're all protected with email and file encryption and are only visible to authorized users.
Features to simplify document request lists
Create your list
Import an existing document request list or build your own inside ShareFile®.
Expedited service
Automated emails are sent to clients reminding them of new and pending requests, comments, and approaching due dates.
Fast-track approvals
Review and approve documents as they’re submitted — or reject ones that need a redo.
“I really like the document request tool. It makes the PBC list process dummy-proof and it’s very intuitive. You just click and drop, which is great.”
Nina Lang
Staff Accountant, LT CPAs & Company
“It’s helpful to separate document request by engagements instead of one big request list so that whoever needs to see just HR lists or loan lists can quickly find what they need.”
Jennifer Hoskins
Partner, Nearman, Maynard, Vallez, CPAs
“I like the look and feel of the document request process. It’s easy to use and quick to know what status it’s in, and I think our clients will respond to this well too.”
Jennifer Lorenzen
Owner, LT CPAs & Company
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